Finwizz Financial Services Sales Executive Interview Questions and Answers

I am passionate about sales and have a proven track record of exceeding targets in previous roles.

• Passionate about sales and enjoy the challenge of meeting targets

• Proven track record of exceeding sales targets in previous roles

• Excited about the opportunity to contribute to the growth of the company

I have previous experience working at HDFC Bank.

• Worked as a Sales Executive at HDFC Bank

• Achieved sales targets consistently

• Developed strong relationships with clients

• Trained new team members on sales techniques

Banking life in a relationship involves managing finances, joint accounts, and financial planning together.

• Banking life in a relationship includes opening joint accounts to manage shared expenses.

• Couples often make financial decisions together, such as applying for loans or mortgages.

• Financial planning becomes a collaborative effort, with discussions on saving, investing, and budgeting.

• Trust and transparency are crucia...read more

Banking work nowleg refers to the current knowledge and practices in the banking industry.

• It includes understanding of financial products and services offered by banks

• Knowledge of regulatory compliance and risk management

• Skills in customer service and sales

• Ability to use technology and data analytics for decision making

• Examples include mobile banking, online account opening, and personalized financial advice

To deal with clients and convince them, it is important to build rapport, understand their needs, provide solutions, and showcase value.

• Build rapport by actively listening and showing genuine interest in their concerns.

• Understand their needs by asking open-ended questions and conducting thorough research.

• Provide solutions that align with their goals and address their pain points.

• Showcase value by highlighting the uniqu...read more

To convince a customer, understand their needs, build trust, provide value, and offer solutions.

• Listen actively to the customer's needs and concerns

• Build trust by being honest and transparent

• Provide value by highlighting the benefits of your product or service

• Offer solutions that meet the customer's specific needs

• Address any objections or concerns the customer may have

• Follow up with the customer to ensure satisfaction