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    BFSI QUIZ New

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    suryamanik122
    This document contains a quiz with questions about banking and insurance roles, channels, and terms. It includes multiple choice, true/false, and fill-in-the-blank questions testing knowledge of topics like bancassurance partnerships, sales channels, roles/responsibilities, qualifications, and more. The questions cover areas such as common banking and insurance abbreviations, partner relationships, role types, sales processes, and basic recruiting practices.

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    BFSI QUIZ New

    Uploaded by

    suryamanik122
    39 views5 pages
    This document contains a quiz with questions about banking and insurance roles, channels, and terms. It includes multiple choice, true/false, and fill-in-the-blank questions testing knowledge of topics like bancassurance partnerships, sales channels, roles/responsibilities, qualifications, and more. The questions cover areas such as common banking and insurance abbreviations, partner relationships, role types, sales processes, and basic recruiting practices.

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    This document contains a quiz with questions about banking and insurance roles, channels, and terms. It includes multiple choice, true/false, and fill-in-the-blank questions testing knowledge of topics like bancassurance partnerships, sales channels, roles/responsibilities, qualifications, and more. The questions cover areas such as common banking and insurance abbreviations, partner relationships, role types, sales processes, and basic recruiting practices.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    39 views5 pages

    BFSI QUIZ New

    Uploaded by

    suryamanik122
    This document contains a quiz with questions about banking and insurance roles, channels, and terms. It includes multiple choice, true/false, and fill-in-the-blank questions testing knowledge of topics like bancassurance partnerships, sales channels, roles/responsibilities, qualifications, and more. The questions cover areas such as common banking and insurance abbreviations, partner relationships, role types, sales processes, and basic recruiting practices.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    You are on page 1of 5

    BFSI QUIZ

    Expand the abbreviation. (20 marks)


    1. KAM – Key Account Manager
    2. CM – Cluster Manager
    3. CSM - Cluster Sales Manager
    4. ADC -
    5. ASM – Associate Sales manager
    6. BDM – Business Development Manager
    7. RM – Relationship Manager
    8. ACH – Associate Circle Head
    9. RA – Relationship associate
    10. AKAM – Assistant Key Account Manager
    11. AH – Area Head
    12. RM – Relationship Manager
    13. CTM
    14. ARM – Affluent Relationship Manager
    15. CBG – commercial Business Grouping
    16. CSE
    17. BB
    18. BAM – Branch Associate Manager
    19. RSM - Regional Sales Manager
    20. CAM - Customer Associate Ma

    Name two banca channel partners of the following companies(6 marks)


    1. MAX Life – axis bank , Yes bank
    2. HDFC Life – hdfc bank , idfc
    3. Niva Bupa Health Insurance - hdfc
    4. Aditya Birla SunLife Insurance – hdfc , indian
    5. Tata AIA – central bank
    6. Canara HSBC Life – Canara , HSBC
    Pls mention whether this is team handling or individual role.(13 marks)
    1. KAM - Individual
    2. CAM – Team Handling
    3. CSM - Team Handling
    4. ADC – Digital sales
    5. ASM - Individual
    6. BDM – Team handling
    7. RM - Individual
    8. ACH – Team Handling
    9. Affluent Manager -
    10. Training Manager
    11. Cluster Manager – Team Handling
    12. City Head - Individual Role
    13. Branch Manager – Team /handling

    Match the following.(8 marks)


    1.Wealth Management CBI
    2.CSM Operations
    3.KAM HR
    4.AKAM Affluent Manager
    5.Process Management IndusInd Bank
    6.Performance Management Team Handling
    7.Digital Sales Training
    8.CTM ADC

    Classify - the type of Bank (PSU/Private Bank/Foreign Bank)(11 marks)


    Kotak Bank - Private
    Royal Bank of Scotland - Foreign
    State Bank of India - PSU
    HSBC Bank - Private
    Citibank - Foreign
    Central Bank of India - psu
    IndusInd Bank - private
    Axis Bank - private
    Canara Bank - private
    Punjab National Bank - psu
    Karnataka Bank - private

    Share some examples of banks which are under open architecture agreement. (list min 3
    banks). List their insurance partners as well (min 3 partners to be listed)(9 marks)

    List the Various sales channels within Axis bank vertical of MaxlifeInsurance(min 5 needs to
    be listed)(10 marks)

    Direct channel and Agency Channel

    True or False (5 marks)


    1. CHLI’s main banca partner is Axis Bank – False
    2. ICICI Bank has an open architecture with Kotak Life – True
    3. Team handling experience is mandatory for Cluster Manager role at Maxlife. True
    4. ABSLI is strict on the age criteria. True
    5. It is not a recruiter’s job to negotiate salary with the selected candidate. True
    Fill in the blanks.(8 marks)
    1. Another term for bancassurance is ____Banca________
    2. Formula to Calculate Stability is ____________
    3. Max age criteria for FLS are _____32___
    4. Max age criteria for ACH are __40__________
    5. Min qualification for all positions that we work on is __Graduate___
    6. Passive job seekers regularly update their CVs on Naukri ___Mostly yes and Some of
    them will not update____
    7. We can send upto 50 invitations on LinkedIn everyday ___Yes___
    8. Incomplete resumes do not get shortlisted ____Yes_______

    Mention 5 things that is mandatory in a resume.(10 marks)


    *Experience with the Tenure duration should be updated
    * Qualification need to updated
    * how many branches handled details
    * Need to have a Updated resume

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