HDFC Agile Banker Program Interview Experience| HDFC Bank Personal Banker - Sales Role

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HDFC Agile Banker Program Interview | Questions And Answer

Introduction

I always wanted to work in a good private bank. When I got a chance to apply for the HDFC Bank Personal Banker – Sales role, I took it seriously. This blog is all about my real experience — from the online test to the interview, and how I prepared for each step.


About the Role: Personal Banker – Sales

This job is in the Retail Branch Banking (RBB) team. It is a field sales job where you meet customers and help them with banking products.

 Key Responsibilities:

  • Open savings and current accounts for new customers

  • Sell products like:

    • Loans (Personal, Home, Auto)

    • Insurance (Life, Health, Mutual Funds)

    • Credit Cards and Demat accounts

  • Help with KYC and smooth onboarding

  • Guide customers on using net banking / mobile apps

  • Meet monthly sales targets

You must be good at talking to people and solving problems.

Test & Assessment Experience (My Real Test Details)

The test was taken online through SHL + AMCAT platforms. There were 5 main sections:

1. Situational Judgment Test (SJT)

  • 12 questions, 20 minutes

  • Scenarios were given

  • You had to pick the Best and Worst action

  • Focused on sales ethics, honesty, and customer care

Example:
If you're late to a meeting → Best: Call the client and offer to reschedule or do a phone call

2. Personality Test

  • 24 statements, 8 minutes

  • Agree/Disagree type

  • Be consistent and honest

3. Information Gathering & Synthesis

  • 12 questions, 15 minutes

  • Based on tables, charts, small cases

  • You need to find correct conclusions

4. Video Interview

  • 5 recorded questions

  • 1 minute to answer each

  • You get 30 seconds to prepare

  • Questions were related to:

    • Sales handling

    • HDFC Bank

    • Yourself

    • Challenges faced

    • Strengths

5. Spoken English (SVAR Test)

  • You speak into the mic

  • System checks pronunciation, grammar, fluency

  • Speak clearly and slowly

How I Prepared

Sales Judgment

  • Never lie to a customer

  • Be clear about product features

  • Respect their time

  • Suggest products only if needed

Video Interview Tips

  • Sit in a clean place with good light

  • Wear formal clothes

  • Practice 1-min answers using STAR method (Situation, Task, Action, Result)

Example Questions:

  • Tell me about yourself

  • Why HDFC Bank?

  • How will you sell a credit card to a customer who says “No”?

  • How do you handle pressure?

Resources I Used

  • Job Description (JD): Helped me understand the role

  • FAQs PDF: Gave me sample questions

  • Test instruction file: Helped me stay calm and avoid mistakes

  • Screenshot practice: I took notes from mock screenshots and practiced

Interview Questions I Faced

  1. Tell me about yourself

  2. Why do you want to join HDFC Bank?

  3. What are the duties of a PB – Sales?

  4. What will you do if a customer is not interested?

  5. How will you sell mutual funds or insurance?

  6. Are you okay with targets and field work?

Tip: Speak confidently and relate with real examples.

Program Overview (After Selection)

If you clear the test and interview, you join the Agile Banker Program.
It is managed by HDFC Bank + BIFS Academy.

Program Details:

  • Duration: 20 Days (140 Hours)

  • Job Role: Assistant Manager (PB – Sales)

  • Location: PAN India

  • CTC: ₹3.25 LPA + Incentives

  • Fee: ₹47,200 (includes training, certifications, and job guarantee)

Certifications You Get:

  1. Retail Banking Certificate

  2. NISM Mutual Fund Certificate

  3. BFSI Skill Council Certificate

  4. SEBI Investor Certificate

  5. Insurance Training Certificate

  6. MS Office Certificate

About BIFS Academy

BIFS Academy trains freshers for the banking & insurance sector.
Their focus is to make you ready for real-world jobs through practice, case studies, and skill-building.

My Final Takeaway

The HDFC Personal Banker – Sales role is a great opportunity for fresh graduates.
It gives you real job exposure, certifications, and growth in the BFSI sector.
The test was a bit tricky but not impossible. If you prepare properly and stay confident, you can crack it.

Final Tips for You

  • Practice mock tests before the real test

  • Don’t rush, read every question carefully

  • Speak slowly in video interview

  • Be honest in personality test

  • Learn about HDFC Bank and the products

If you want Questions and Answer as a PDF or Word file, just let me know I’ll send it to you.

And if you are also applying, best of luck! 
You can do it!


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