HDFC Sales Senior Relationship Manager Interview Questions and Answers

Q1. Self introduction, customer service
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Q2. About insurance and financial products
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Q1. About past Experience & personal information
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Q2. Previous company reliveing letter, previous company reporting manager contact details
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Q1. Which events have you worked?
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I have worked on various corporate events, client engagement activities, and community outreach programs to strengthen relationships.
• Organized annual client appreciation events to foster relationships and gather feedback.

• Coordinated workshops and seminars for clients on financial literacy and investment strategies.

• Managed community outreach programs, partnering with local charities to enhance brand visibility and commu...read more
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Q2. Will you be here for longer period
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Q1. How you got to know about motilal
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I learned about Motilal Oswal through research, networking, and their strong reputation in the financial services industry.
• I first came across Motilal Oswal while researching top financial service firms in India.

• Their extensive range of services, including wealth management and investment advisory, caught my attention.

• I attended a financial seminar where a representative from Motilal Oswal spoke about market trends and...read more
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Q2. What you know about the company
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I am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .

Q1. Why are you choice this company
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Q2. What do you know this company
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Q1. Regarding sourcing & result output
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Q1. Asked about my past jobs and why should they hire me? About product knowledge.
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Q2. I had 2nd round with the National sales head and I was cleared that
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Q1. Asked only about product
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Q1. What is Demat account ?
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Q2. What is matual funds or sip ?
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Q3. Long form of CDSL ?
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Q1. Why you are coming in sales ?
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Q2. How you can create sales lead
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Sales leads can be created through networking, referrals, cold calling, and social media.
• Networking events and conferences can help build relationships and generate leads

• Asking current clients for referrals can lead to new business opportunities

• Cold calling potential clients can be effective if done properly

• Social media platforms like LinkedIn can be used to connect with potential clients and share industry insights

• Cre...read more
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Q3. What is your plan for future in this field?
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Q4. What's term plan , health insurance, life cover
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Q5. What's 80c diduction?
Ans. 
80C deduction is a tax deduction under Section 80C of the Income Tax Act, 1961.
• It allows individuals to claim a deduction of up to Rs. 1.5 lakh from their taxable income.

• Investments made in certain financial instruments such as Public Provident Fund (PPF), Equity-Linked Savings Scheme (ELSS), National Savings Certificate (NSC), etc. are eligible for this deduction.

• Life insurance premiums, tuition fees paid for children...read more
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