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PolicyBazaar Financial Advisor Interview Questions, Process, and Tips

Updated 11 Oct 2024

Top PolicyBazaar Financial Advisor Interview Questions and Answers

View all 6 questions

5 PolicyBazaar Financial Advisor Interview Experiences

19 questions found

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Financial Advisor Interview Questions

user image Anonymous

posted on 18 Jul 2024

Interview experience
5
 Excellent
Difficulty level
 -
Duration
 -
Result
 -

2 Interview Rounds

1

HR Round (4 Questions)

  • Q1. Tell me about your self?
  • Q2. Experience or fresher
  • Q3. Explain your last holiday
  • Q4. Sale me this( any gadget)
2

HR Round (2 Questions)

  • Q1. Sale me this mobile
  • Q2. Please tell me about your daily routine?

Interview Preparation Tips

Interview preparation tips for other job seekers - No more prepared only confident in both of languages English or Hindi in basic

Financial Advisor Interview Questions

user image Anonymous

posted on 11 Oct 2024

Interview experience
5
 Excellent
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Referral and was interviewed in Apr 2024.

2 Interview Rounds

1

HR Round (2 Questions)

  • Q1. Introduction taken by the hr
  • Q2. Roles and responsibilities of company
2

One-on-one Round (3 Questions)

  • Q1. Why you want to join sales
  • Q2. What do you know about insurance
  • Q3. How many types of insurance are there

Get interview-ready with top interview questions

Financial Advisor Interview Questions

user image Anonymous

posted on 8 Feb 2024

Interview experience
4
 Good
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Recruitment Consulltant and was interviewed in Aug 2023.

2 Interview Rounds

1

HR Round (2 Questions)

  • Q1. Only introduction
  • Q2. Job description
2

Technical Round (2 Questions)

  • Q1. Self introduction
  • Q2. Job details & shifts

Interview Preparation Tips

Topics to prepare for PolicyBazaar Financial Advisor interview:
  • About insurance
Interview preparation tips for other job seekers - Best package for freshers

Financial Advisor Interview Questions

user image Anonymous

posted on 17 Apr 2024

Interview experience
5
 Excellent
Difficulty level
 Hard
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Recruitment Consulltant and was interviewed before Apr 2023.

1 Interview Round

1

HR Round (3 Questions)

  • Q1. Sell me this laptop
  • Q2. Family baground
  • Q3. Educational qualification

PolicyBazaar interview questions for designations

 Senior Financial Advisor

 (1)

 Sales Advisor

 (3)

 Investment Advisor

 (1)

 Service Advisor

 (1)

 Health Advisor

 (2)

 Financial Associate

 (1)

 Sales Executive

 (38)

 Associate Sales Consultant

 (32)

Financial Advisor Interview Questions

user image Anonymous

posted on 25 Aug 2021

Interview Questions

Interview Preparation Tips

Interview preparation tips for other job seekers - You have to show your skils about selling, be prepare before interview about selling and show eager, that u want to earn lots of money.

Interview questions from similar companies

Interview experience
5
 Excellent
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

One-on-one Round (2 Questions)

  • Q1. What is your experience in the field
  • Q2. What is AOP and Budgeting

Interview Preparation Tips

Interview preparation tips for other job seekers - be confident

Financial Analyst Interview Questions

Amazon user image Kirti Ranjan Das

posted on 20 Nov 2023

Interview experience
5
 Excellent
Difficulty level
 Hard
Duration
 2-4 weeks
Result
Selected  Selected

I applied via Company Website and was interviewed in Oct 2023.

7 Interview Rounds

1

Resume Shortlist Round

Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
2

Aptitude Test Round

Concentrate on the questions and answer accordingly. I am sure it can be cracked within the time limit

3

One-on-one Round (1 Question)

  • Q1. It was an operational round completely based on experience and a situation that you have experience and how you have tackeled it and was there any other way it ...read more
4

One-on-one Round (1 Question)

  • Q1. It was also an operational round and the questions were around the improvement idea's, lean ideas and implementation of those ideas in the process that I am wor...read more
5

One-on-one Round (1 Question)

  • Q1. It was also an operational round where the questions were acound issues and problems in the transition process. How the improvement ideas have helped in increas...read more
6

One-on-one Round (1 Question)

  • Q1. It was also an operational round in which the questions were basically around how to improve quality of work and implement ideas for a target driven process.
7

One-on-one Round (1 Question)

  • Q1. This was also an operational round but the questions were more around ensuring quality of work, ensuring one time resolutions and what are the different ways to...read more

Interview Preparation Tips

Interview preparation tips for other job seekers - The answers should have data points.
Ex- When you have started what was the number and post adding your ideas and experiences how the number has changed and as a process owner how you were able to track the change.
Like you can say when I started the profit was 10% but it grow upto 15%, you should have a valid example and you ahould be able to justify your answer with the data points in your current job.
Interview experience
3
 Average
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Company Website and was interviewed in Apr 2023.

9 Interview Rounds

1

Resume Shortlist Round

Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
2

Aptitude Test Round

First round of the aptitude test

3

Coding Test Round

Second round is coding test

4

Group Discussion Round

Third round is group discussion

5

Assignment Round

All the best to your assignment

6

Case Study Round

Careful to study the case study

7

HR Round (5 Questions)

  • Q1. Preparation of a HR interview
  • Q2. Tell me about self introduction
  • Q3. Tell me about your study
  • Q4. Tell me your experience
  • Q5. Salary expectation
8

Technical Round (3 Questions)

  • Q1. Tell me your technical skills
  • Q2. What is Ms office
  • Q3. What is Ms Excel
9

One-on-one Round (1 Question)

  • Q1. Face to face round

Interview Preparation Tips

Topics to prepare for Indiamart Intermesh Financial Accountant interview:
  • MS Office
  • Excel
Interview preparation tips for other job seekers - Dedication to the work for your job

Financial Controller Interview Questions

Matrimony.com user image Rahul Kumar Verma

posted on 6 Jun 2023

Interview experience
5
 Excellent
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Newspaper Ad and was interviewed in May 2023.

4 Interview Rounds

1

Resume Shortlist Round

Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
2

Assignment Round

How to control tha finance of money in the company?

3

Group Discussion Round

Discussion of company how get profit to more?

4

Aptitude Test Round

Test knowledge of people skills

Financial Analyst Interview Questions

ENGIE user image Anonymous

posted on 14 May 2024

Interview experience
5
 Excellent
Difficulty level
 Moderate
Duration
 4-6 weeks
Result
Selected  Selected

I applied via Recruitment Consulltant and was interviewed before May 2023.

2 Interview Rounds

1

Assignment Round

Financial Modelling - three hour of financial model exercise

2

One-on-one Round (2 Questions)

  • Q1. Impact of Sell down in Valuation
  • Q2. Impact different factors in renewable industry

PolicyBazaar Interview FAQs

How many rounds are there in PolicyBazaar Financial Advisor interview?
PolicyBazaar interview process usually has 1-2 rounds. The most common rounds in the PolicyBazaar interview process are HR, One-on-one Round and Technical.
What are the top questions asked in PolicyBazaar Financial Advisor interview?

Some of the top questions asked at the PolicyBazaar Financial Advisor interview -

  1. What do you know about insura...read more
  2. How many types of insurance are th...read more
  3. sell me a p...read more

Tell us how to improve this page.

Interview Process at PolicyBazaar Financial Advisor

based on 4 interviews in last 1 year

1 Interview rounds

  • HR Round
View more

People are getting interviews through

based on 3 PolicyBazaar interviews
Referral
33%
67% candidates got the interview through other sources.
Moderate Confidence
?
Moderate Confidence means the data is based on a sufficient number of responses received from the candidates
Join PolicyBazaar Let's find you the Best Insurance

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PolicyBazaar Financial Advisor Salary
based on 250 salaries
₹1.8 L/yr - ₹5 L/yr
28% less than the average Financial Advisor Salary in India
View more details

PolicyBazaar Financial Advisor Reviews and Ratings

based on 55 reviews

3.4/5

Rating in categories

3.8

Skill development

2.5

Work-Life balance

4.0

Salary & Benefits

2.7

Job Security

2.8

Company culture

2.8

Promotions/Appraisal

3.0

Work Satisfaction

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