Fidelity Investments Customer Relations Advisor Interview Questions and Answers

Very easy to do hardly would anyone fail as it is based on your personality type

Q1. Tell me about yourself
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Q2. What do you think about policy and procedures
Ans. 
I believe policies and procedures are essential for maintaining consistency and efficiency in customer service.
• Policies and procedures provide guidelines for handling customer inquiries and issues.

• They help ensure that all customers are treated fairly and consistently.

• Following policies and procedures can help prevent errors and misunderstandings.

• Examples: having a policy for escalating customer complaints, following a
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Q3. Why have you chosen the bank
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Q1. Difference between Stock market and index
Ans. 
Stock market refers to the overall market where stocks are bought and sold, while an index is a specific measurement of a section of the stock market.
• Stock market is the overall market where stocks are bought and sold

• Index is a specific measurement of a section of the stock market

• Stock market includes various exchanges like NYSE, NASDAQ, etc.

• Examples of indexes include S&P 500, Dow Jones Industrial Average, NASDAQ Comp
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Q2. Corporate actions?
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Q1. Do you have any idea on current ongoing financial news
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Q2. How would you manage a irate client.
Ans. 
I would listen to their concerns, empathize with their situation, apologize for any inconvenience, and work towards finding a solution.
• Listen actively to understand the root cause of their frustration

• Empathize with their situation to show that you understand their feelings

• Apologize for any inconvenience caused, even if it wasn't directly your fault

• Work towards finding a solution that satisfies the client's needs and re...read more
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It was a thirty minutes online assessment aptitude test. Simple basic finance questions.

Finance,Ratio Analysis,Finacial Management

Q1. What is Dividends
Ans. 
Dividends are payments made by a corporation to its shareholders, usually in the form of cash or additional shares.
• Dividends are a portion of a company's profits distributed to shareholders as a return on their investment.

• They can be paid out regularly, such as quarterly or annually, or as a one-time special dividend.

• Dividends can be in the form of cash, stock, or property.

• Investors often look for companies with a hist...read more
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Q2. Types of Dividends
Ans. 
Types of dividends include cash dividends, stock dividends, property dividends, and special dividends.
• Cash dividends are paid out in the form of cash to shareholders.

• Stock dividends are paid out in the form of additional shares of stock.

• Property dividends are paid out in the form of physical assets or property.

• Special dividends are one-time payments that are not part of the company's regular dividend policy.
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