Financial Sales Practice Exam

Financial Sales

As a financial sales agent, your responsibility is to help customers select financial items or administrations. This regularly incorporates protection, banking administrations, ventures, and comparable items. In this job, you may likewise assist individuals with making an arrangement to accomplish a financial objective and help them with administrative work.

Skills required

• Commercial awareness. This is a fundamental skill that all banks look for when they're recruiting

• Leadership and influencing

• Team working

• Communication skills

• Numeracy

• Problem solving

• Networking

• Personal impact.

Career Opportunities

• Financial Sales Manager

• Financial Sales Representative

• Financial Sales Associate

• Financial Sales Consultant

• Financial Sales Executive

Table of Contents

Understanding service products, consumers and markets

• Explaining the basics concept of service marketing

• Illustrating consumer behavior in context of services and methods for positioning services in competitive markets

Elements of service marketing

• Describing the process of creation of a service product and designing communication mix for it.

• Understanding the techniques of pricing and revenue management

• Elucidating the basics of distributing services

Managing the service delivery process

• Describing in detail the designing and managing service processes

• Explaining the techniques for balancing demand and capacity for managing the service process

• Detailing the steps for planning the service environment and managing people for service advantage

Implementing service marketing

• Understanding the relevance of managing relationships and building loyalty

• Describing the importance of consumer feedback and service recovery

• Detailing techniques for improving service quality and productivity

• Explaining the process to organize for service leadership

Role of Financial Institutions and Services

Financial Management Models & Their Application in Financial Institutions

Evaluating Risks & Returns of Assets & Liabilities of Financial Institutions

Flow of Fund Analysis of the Borrowing lending behavior, interest rates analysis, interest rates, Yield curve, risk & inflation

Financial Management of Commercial Banks

Development Banks

Financial Planning & Financial Institutions

International Aspects of Financial Institutions