| Analytical
Skills |
| Is able to employ current
research methodologies, knows
relevant personal financial
specific market research
sources, and can deduce trends
and forecasts from this data. |
Tell me about a recent
financial strategy that you
researched and developed. How
did you go about it? Was it
successful in achieving its
objectives? |
| Communication
skills |
| Is keen and dedicated in
developing and cultivating
relationships with KOL in
his/her field, via seminars,
industry events, publications
and social events. |
What steps do you normally
take to develop relationships
with key Opinion Leaders (KOL).Can
you give me a recent example? |
| Customer
service |
| Can handle all types of
clients, is not intimidated by
aggressive clients, does not
becomes emotional with them,
divorces their attitude from the
banking issues involved. |
Tell me about the most client
you have had to deal with? Why
were they so difficult? How did
you handle them? |
| Emotional
intelligence |
| Possesses the emotional
intelligence to gauge the mood
of people in group situations
quickly and accurately. |
Tell me about a time when you
adapted your presentation after
sensing the mood of your
audience? Did you succeed in
turning the situation around? |
| Negotiation
Skills |
| Applies a structured approach
to negotiations, and sees the
different motivations, interests
and objectives of all parties
involved. |
Tell me about a successful
negotiation that you lead. What
were the main factors in your
success? |
| Problem solving
abilities |
| Keeps up to date with the
latest developments in banking
through seminars, industry
newsletters, professional
organizations, research papers
and networking throughout the
industry. |
How do you keep up to date
with recent developments in
banking. |
| Sales ability |
| Constantly seeks and takes
opportunities to maximize sales
of financial products, although
will never jeopardize long-term
sales for short-term gains. |
Give me an example of a time
when you used your sales skills
to sell a client more than he
originally asked for? |
| Recovers easily from
rejection, does not avoid
situations where rejection might
occur, especially cold calling;
sees each rejection as a step
bringing them nearer to success. |
How have you dealt with
rejection in the past? Can you
give me some examples? |
| Strategic
Thinking |
| Always seeking new products
and new markets; can formulate
and implement plans to pursue
these opportunities. |
Tell me about an opportunity
you foresaw in the market for a
new product or for an adaptation
of an existing product. What
steps did you take? Were you
successful? |
| Has the ability to apply sound
market research analysis when
evaluating options and plans. |
Tell me about some recent
market research you carried out
on a new product (service). Were
your superiors happy with it? |
| Technology
skills |
| Will have a proficient
knowledge of software include
word processing, presentation
software, database and and in particular
Microsoft Excel, as well as
specific banking related
software? |
What steps have you taken to
become proficient in the use of
modern office software? Which
software programs are you
familiar with? |
| General
Questions |
| Have any driving penalties
(points) carefully explained. |
Do you have a clean driving
license? |
