how would you achieve your sales target ?
Financial Services Representative Interview Questions
2,342 financial services representative interview questions shared by candidates
Was most surprised by having to role play a scenario. They focused more on the discussion you were able to have with a client, how well you listend, and judged your response to their answers. In one scenario, the client kept mentioning her husband, so it was best to suggest setting up an appointment with him there. They were not focused on the actual banking products since they will teach those in training.
Tell me a time you had to deal with an ethical issue & describe a situation when a client did not trust you and what you did to win trust
what is the seles target strategy?
When was the last time you influenced a coworker/ colleague/ friend? How did you do it? Be specific.
What is Relationship Management?
1what's ur strength 2 go through the working experience 3 what do u know about FSR 4 Team work skill 5what's ur boss say about u 6how do u acheive excellent performance 7 what's ur sales target in ur previous job .. It takes 20min....
What mistake you have made in career?
how did you use to get the customers attention to your company?
Describe a time you refer your client to your financial advisor and client is happy with that.
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