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