WorksheetsATG & HNW Best Practices
Total questions: 6
Worksheet time: 3mins
Why are ATG/HNW customers important?
They pay a monthly subscription fee to have a customized customer service
They have a greater potential in terms of equity/volume
They only trade products where we add an important mark up
They tend to be nicer to FSR/Sales than other customers
Which of the following questions would be the best in order to profile a client?
Do you have any trading experience?
Have you ever used the Trading Station?
What are your projects in the financial markets?
Do you have a mustache?
What information about a customer is NOT available on Salesforce?
Products that the client will trade
Employment Status
Annual income
Application Status
Except Salesforce, which other source can provide me with additional information about a client?
FXCM website
Amazon
Info Portal
Among the following proposals, which one DOESN'T help to create a good relationship with a HNW client?
Having too much knowledge on financial markets
Review SF notes from previous calls/emails
Wait 24 hours before answering because you are working on a meeting presentation
Call him after the birth of his child to congratulate him
How can I make a client perceive my added value?
By taking the time to explain trading concepts to him
By indicating that he can find the answer to his questions on Google
By letting Rayane talk to the customer when a problem arises because he knows how to handle the situation
