What would you do to increase sales?
Financial Services Manager Interview Questions
119 financial services manager interview questions shared by candidates
I'm going to list off a few items, tell me if they're Tier 1 or Tier 2 capital.
Just make sure you are well versused and experienced in the position you are applying.
Are you OK with doing appointments in the evening?
How do you manage this and that ? What do you find important in your job ?
mostly social and situational questions. Not so much product or procedure knowledge. They wanted to know how I would be able to improve the performance of my business unit and can I be an effective team leader.
Size of book of business that I managed, types of accounts. Very focused on being a strategic partner.
Behaviour questions. Situational questions that put you in the shoes of Financial Services Manager. Lots of questions related to sales. General questions about your employment performance and your skills. 1. Tell me about yourself. 2. What are challenges in your current role? 3. What is a successful day in this position looks like to you? 4. Tell me when a time that you found out there might be a right product that is suitable for the client but the client didn't realize it. How did you persuade the person? 5. What are your strengths and weaknesses? 6. Why are you leaving your current company? 7. Why BMO? 8. Did you get CSC/IFIC? 9. Tell me when a time you proactively started a conversation with client and demonstrated your sales skills. 10. What will you do in a meeting with client if you are a Financial Services Manager? 11. How did you handle objections from clients? 12. Did your manager observe your behaviour when you talked to client? What was her/ his feedback? Was it helpful? Did you take it? How did you implement what you have learned? 13. What is your career plan for next 10 years? And lots of other questions...forgive me I cannot remember them all... But trust me you will be asked lots of questions and they will throw you more questions if your answer has something they are interested in...
They were interested in my previous sales experience - it helps to have a handful of stories about how you succeeded in making difficult sales Describe my style of leadership, what are some of my leadership weaknesses? List three skills I can bring to this job
Role play: a csr makes you a referral how do you decide what to offer to client, if a client wants to make an investment what kind of questions would you ask...
Viewing 91 - 100 interview questions