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FNSSAM601 Monitor Performance in Sales of Financial Products or Services

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FNSSAM601 Monitor Performance in Sales of Financial Products or Services

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Evaluate the services provided in the Customer Case Study to ensure they are matched to client needs, recommending remedial action that should be taken? Measure customer service standards according to Mortgage Services Policy and Procedures, in respect to the case study provided? Provide regular feedback to team members on the provision of customer service quality, as set out in the Sales Monitoring Policy and Procedures? Assess Teller data to determine whether sales targets have been met? Monitor individual Teller and branch sales targets according to Sales Monitoring Policy and Procedures? Provide feedback to staff on sales performance in relation to sales targets?

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