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HDFC Sales Financial Service Associate Interview Questions and Answers

Updated 21 Jul 2024

HDFC Sales Financial Service Associate Interview Experiences

9 interviews found

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. What is balance sheet ?
  • Ans. 

    Balance sheet is a financial statement that shows a company's assets, liabilities, and shareholders' equity at a specific point in time.

    • It provides a snapshot of a company's financial position.

    • Assets are what the company owns, liabilities are what it owes, and shareholders' equity is the difference between the two.

    • The balance sheet follows the accounting equation: Assets = Liabilities + Shareholders' Equity.

    • It helps in...

  • Answered by AI
  • Q2. Whatvis the work of financial services associate
  • Ans. 

    Financial services associates provide financial advice, support, and services to clients, helping them manage their finances and achieve their financial goals.

    • Assisting clients with financial planning and investment strategies

    • Providing information on financial products and services

    • Helping clients with account management and transactions

    • Building and maintaining relationships with clients

    • Analyzing financial data and prep...

  • Answered by AI

I applied via Naukri.com and was interviewed before Jul 2021. There were 2 interview rounds.

Round 1 - Resume Shortlist 
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
Round 2 - One-on-one 

(2 Questions)

  • Q1. Tell me about yourself
  • Ans. 

    I am a dedicated financial services professional with a strong background in customer service and financial analysis.

    • Over 5 years of experience in financial services, focusing on customer relationship management.

    • Successfully managed a portfolio of clients, increasing customer satisfaction scores by 20%.

    • Skilled in financial analysis, helping clients make informed investment decisions.

    • Proficient in using financial softwa...

  • Answered by AI
  • Q2. Sell them anything they tell

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview is very easy to give and they select very quickly cause employee turn over ratio is very high

Financial Service Associate Interview Questions Asked at Other Companies

Q1. What is Investment banking? What is Capital market?
Q2. Types of mutual funds Examples of mutual funds
asked in CIBC
Q3. What I know about banking products & services
asked in HDFC Sales
Q4. What are the responsibilities of a financial services associate?
Q5. market global accounting mutual fund defination advantages

I applied via Recruitment Consultant and was interviewed in May 2021. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Related works only with Insurance product and check sales knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't take seriously ...feel free to attend the interview and answered very simply nothing else

Interview Questionnaire 

1 Question

  • Q1. Knowledge about banking products...nd just simple personal introduction.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident

I applied via Walk-in and was interviewed in Apr 2021. There were 3 interview rounds.

Round 1 - Resume Shortlist 
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
Round 2 - Aptitude Test 

General Reasoning Questions.

Round 3 - HR 

(1 Question)

  • Q1. Ask about your Professional Background.

Interview Preparation Tips

Interview preparation tips for other job seekers - Should have knowledge of banking products.

Interview Questionnaire 

1 Question

  • Q1. Family details,Highest Qualifications, Native place,hobbies, Previous experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview goes for 3 round ,1 with Deputy manager (Our Reporting Manager), 2 :Area Manager , 3 :Regional head

They all asks same questions so no need to worry ...

I applied via Recruitment Consultant and was interviewed in Jan 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Lots of questions related my working experience and my skills.... Also my interviewer ask me to sell him one laptop bag.

Interview Preparation Tips

Interview preparation tips for other job seekers - Wear formals and tell everything true about your previous job, about yourself and be confident.
Are these interview questions helpful?

I applied via Campus Placement and was interviewed before Dec 2020. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Ask you regarding financial services?
  • Q2. And will tell to sell anything in front of them

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and calm.And go with little knowledge of financial services

I applied via Referral and was interviewed before Jan 2021. There were 4 interview rounds.

Round 1 - Resume Shortlist 
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
Round 2 - HR 

(8 Questions)

  • Q1. What are your salary expectations?
  • Q2. What is your family background?
  • Ans. 

    I come from a close-knit family that values education and hard work, with diverse backgrounds in finance and healthcare.

    • My father is a financial analyst, which inspired my interest in finance.

    • My mother is a nurse, emphasizing the importance of helping others.

    • I have a younger sister who is studying business, continuing the family tradition of pursuing higher education.

  • Answered by AI
  • Q3. Share details of your previous job.
  • Q4. Why should we hire you?
  • Q5. Why are you looking for a change?
  • Q6. What are your strengths and weaknesses?
  • Q7. Tell me about yourself.
  • Q8. Not any other questions
Round 3 - One-on-one 

(1 Question)

  • Q1. Share your job experince
  • Ans. 

    I have over three years of experience in financial services, focusing on customer support and account management.

    • Managed client accounts, ensuring accurate and timely processing of transactions.

    • Provided exceptional customer service, resolving inquiries and issues efficiently.

    • Conducted financial analysis to assist clients in making informed investment decisions.

    • Collaborated with team members to streamline processes, imp...

  • Answered by AI
Round 4 - One-on-one 

(1 Question)

  • Q1. Normal questions nothing like other

Interview Preparation Tips

Interview preparation tips for other job seekers - This is the best palace for good job & Growing future.

Top trending discussions

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Interview Tips & Stories
1w
toobluntforu
·
works at
Cvent
Can speak English, can’t deliver in interviews
I feel like I can't speak fluently during interviews. I do know english well and use it daily to communicate, but the moment I'm in an interview, I just get stuck. since it's not my first language, I struggle to express what I actually feel. I know the answer in my head, but I just can’t deliver it properly at that moment. Please guide me
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Interview questions from similar companies

Interview experience
1
Bad
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. How can u make sell on daily basis
  • Ans. 

    By identifying potential leads, building relationships, understanding customer needs, and offering solutions.

    • Identify potential leads through networking, cold calling, and referrals.

    • Build relationships with customers by providing excellent customer service and follow-up.

    • Understand customer needs by asking probing questions and actively listening.

    • Offer solutions that meet the customer's needs and provide value.

    • Follow up...

  • Answered by AI
  • Q2. How would you sell a pen to a person who is handicapped
  • Ans. 

    I would highlight the ease of use and comfort of the pen for someone with limited mobility.

    • Emphasize the ergonomic design of the pen for comfortable grip

    • Highlight the smooth writing experience for effortless use

    • Demonstrate how the pen can be easily operated with one hand

  • Answered by AI

HDFC Sales Interview FAQs

How many rounds are there in HDFC Sales Financial Service Associate interview?
HDFC Sales interview process usually has 2-3 rounds. The most common rounds in the HDFC Sales interview process are One-on-one Round, Resume Shortlist and HR.
How to prepare for HDFC Sales Financial Service Associate interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at HDFC Sales. The most common topics and skills that interviewers at HDFC Sales expect are Sales, Insurance, Insurance Sales, Finance and Business Development.
What are the top questions asked in HDFC Sales Financial Service Associate interview?

Some of the top questions asked at the HDFC Sales Financial Service Associate interview -

  1. Whatvis the work of financial services associ...read more
  2. What is balance shee...read more
  3. Lots of questions related my working experience and my skills.... Also my inter...read more
What are the most common questions asked in HDFC Sales Financial Service Associate HR round?

The most common HR questions asked in HDFC Sales Financial Service Associate interview are -

  1. What are your salary expectatio...read more
  2. What are your strengths and weakness...read more
  3. Why are you looking for a chan...read more

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Overall Interview Experience Rating

5/5

based on 3 interview experiences

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HDFC Sales Financial Service Associate Salary
based on 306 salaries
₹1.3 L/yr - ₹4.1 L/yr
7% less than the average Financial Service Associate Salary in India
View more details

HDFC Sales Financial Service Associate Reviews and Ratings

based on 89 reviews

3.4/5

Rating in categories

3.3

Skill development

3.0

Work-life balance

3.1

Salary

2.9

Job security

3.4

Company culture

2.7

Promotions

3.2

Work satisfaction

Explore 89 Reviews and Ratings
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