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BBPSD CSFX Exam Syllabus Topics:

SectionObjectives
Regulatory Compliance- Rules and standards
  • 1. Service standards enforcement
    • 2. Compliance with regulations
      Principles of Customer Service- Customer service fundamentals
      • 1. Understanding customer needs
        • 2. Service quality standards (e.g., SMART goals)
          Problem Solving and Conflict Resolution- Customer issue handling
          • 1. Complaint resolution techniques
            • 2. Conflict management
              Financial Industry Knowledge- Financial services context
              • 1. Industry basics and operations
                • 2. Understanding financial products
                  Communication Skills- Effective communication
                  • 1. Written communication skills
                    • 2. Telephone communication etiquette
                      • 3. Verbal communication techniques
                        Professionalism and Ethics- Professional conduct
                        • 1. Workplace professionalism
                          • 2. Ethical behavior in customer service

                            BBPSD Customer Service Sample Questions:

                            1. When communicating with a customer using email you should:

                            A) All of the above.
                            B) Read through the email before sending.
                            C) Make sure the email title lets the person know what it is about.
                            D) Keep the email courteous, short and to the point.


                            2. A customer who is talkative and interested more in opinion than facts when making a purchase would be classed as an:

                            A) Authoritative type.
                            B) Amiable type.
                            C) Analytical type.
                            D) Relaxed type.


                            3. A common barrier to communication is the:

                            A) Attitudes and assumptions that we make about people.
                            B) People coming into the wrong shop.
                            C) The way some people behave.
                            D) Attitude of some customers.


                            4. Positioning a product in the market place should be done by firstly:

                            A) Marketing.
                            B) Positioning.
                            C) Segmenting.
                            D) Targeting.


                            5. A person who is unknown to an organisation who acts as a customer and then reports back to the organisation on their experience is called a

                            A) Mystery shopper.
                            B) Shopping experience tester.
                            C) Unknown shopper.
                            D) Secret shopper.


                            Solutions:

                            Question # 1
                            Answer: A
                            Question # 2
                            Answer: B
                            Question # 3
                            Answer: A
                            Question # 4
                            Answer: D
                            Question # 5
                            Answer: A

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