Preview Questions Customer Service Representative | Role Specific Skill

Question 1: What does "KYC" stand for in banking?

Which action should you take?

Choose only one option

Key Yield Calculations

Know Your Company

Know Your Client

Key Yearly Checkup

Question 2: What would be your approach to onboarding a high-net-worth individual?

Which action should you take?

Choose only one option

All of the above

Personalize communication

Simplify processes

Assign a dedicated manager

Question 3: What is the most effective way to handle a situation where a customer requests a solution that is outside company policy?

Which action should you take?

Choose only one option

Promise to follow up without providing any clarity on the outcome

Explain the policy limitations and offer alternative solutions

Ignore the policy and process the request anyway

Agree to make an exception and fulfill their request

Question 4: When speaking to a customer who has limited English proficiency, how should you adjust your communication style?

Which action should you take?

Choose only one option

Speak more quickly to avoid confusion

Use complex industry jargon to ensure accuracy

Use more technical terms to clarify the product

Speak slowly, use simple language, and confirm understanding

Question 5: How would you deal with a customer who is requesting to close their account after a series of unresolved issues?

Which action should you take?

Choose only one option

Acknowledge their frustration and offer solutions to resolve the issue

Process the request for closure without further discussion

Ask them to reconsider and provide alternative options

Suggest they escalate the issue to management

Question 6: What is the maximum coverage under a basic life insurance policy in India?

Which action should you take?

Choose only one option

No limit

?5 lakh

?10 lakh

?2 lakh