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BBPSD CSFX Exam Syllabus Topics:

SectionObjectives
Topic 1: Principles of Customer Service- Customer service fundamentals
  • 1. Service quality standards (e.g., SMART goals)
    • 2. Understanding customer needs
      Topic 2: Communication Skills- Effective communication
      • 1. Verbal communication techniques
        • 2. Written communication skills
          • 3. Telephone communication etiquette
            Topic 3: Problem Solving and Conflict Resolution- Customer issue handling
            • 1. Complaint resolution techniques
              • 2. Conflict management
                Topic 4: Financial Industry Knowledge- Financial services context
                • 1. Understanding financial products
                  • 2. Industry basics and operations
                    Topic 5: Professionalism and Ethics- Professional conduct
                    • 1. Workplace professionalism
                      • 2. Ethical behavior in customer service
                        Topic 6: Regulatory Compliance- Rules and standards
                        • 1. Compliance with regulations
                          • 2. Service standards enforcement

                            BBPSD Customer Service Sample Questions:

                            Question 1

                            The three generally recognised types of customer are, analytical, amiable and:

                            A. Authoritative.
                            B. Aggressive.
                            C. Aware.
                            D. Assertive.


                            Question 2

                            It is important to give an internal customer a good customer experience because:

                            A. They are more likely to complain than external customers.
                            B. They are equally as important as external customers.
                            C. They are more likely to be a returning customer.
                            D. They are more important than external customers.


                            Question 3

                            Frequent interruptions:

                            A. Are a common time wasting activity.
                            B. Help to get a lot of things done at once.
                            C. Help when working with colleagues.
                            D. Can help you to make the most of your time.


                            Question 4

                            Measuring how your organisation is performing with customer service in relation to your competitors is known as:

                            A. Contrasting services.
                            B. Comparing.
                            C. Benchmarking.
                            D. Standardising.


                            Question 5

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

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


                            Solutions:

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

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