Star Union Dai-ichi Life Insurance Assistant Relationship Manager Interview Questions, Process, and Tips

Q1. What motivates you to join an insurance company?
Ans. 
I am motivated to join an insurance company because of the opportunity to help individuals and businesses protect their assets and plan for the future.
• Opportunity to help individuals and businesses protect their assets

• Desire to assist clients in planning for the future

• Interest in financial services industry

• Desire for a challenging and dynamic work environment
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Q2. What actions can you take if you are involved in insurance?
Ans. 
Actions involved in insurance include assessing risks, underwriting policies, processing claims, and providing customer service.
• Assessing risks to determine appropriate coverage and premiums

• Underwriting policies by evaluating applications and setting terms

• Processing claims by investigating, verifying, and settling payments

• Providing customer service by addressing inquiries, policy changes, and renewals
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Q1. What's your cv details
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Q2. What's your work experience
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Q1. Discussion about Last Company work
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Q2. Discussion about product knowledge
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Q3. How to Relationship with Customer and banking person
Ans. 
Building strong relationships with customers and banking personnel is essential for effective communication and service delivery.
• Active Listening: Pay attention to customer needs and concerns. For example, during a meeting, summarize their points to show understanding.

• Personalization: Tailor your approach based on the customer's profile. If a customer prefers digital communication, use emails or apps.

• Regular Follow-ups...read more
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Q4. How to convert Lead management
Ans. 
Lead management involves identifying, nurturing, and converting potential clients into loyal customers through effective strategies.
• Identify leads through various channels like social media, referrals, and networking events.

• Qualify leads by assessing their needs and readiness to buy, using criteria such as budget and timeline.

• Nurture leads with personalized communication, providing valuable content and addressing their...read more
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Q5. Conversation with all type of situation
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Company overview , insurance history

Q1. About previous experiance
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Q2. What about your self..
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