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NBFC Sales Skills Test

The NBFC Sales Skills Test is meticulously designed to assess the critical combination of behavioral and cognitive skills required for success in the sales domain of Non-Banking Financial Companies (NBFCs). By examining key traits such as sociability, positivity, dutifulness, and achievement orientation, along with vital cognitive skills including email writing, listening, quantitative aptitude, and verbal ability, this test identifies candidates who are well-equipped to navigate the challenges of NBFC sales. Ideal for NBFCs looking to enhance their sales force, this tool ensures the selection of professionals capable of driving sales growth, building strong customer relationships, and effectively communicating complex financial products.

Our Clients:
Test Time
52 min
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Entry Level
job type
Job Family
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No of Questions
Questions Type

Test Summary

In the competitive landscape of NBFCs, where personalized service and financial solution expertise are paramount, sales professionals must exhibit a blend of strong interpersonal skills and analytical prowess. The NBFC Sales Skills Test provides a comprehensive evaluation to ensure candidates possess the interpersonal warmth to connect with clients and the cognitive sharpness to handle the nuances of financial products and services. This assessment is crucial for identifying individuals capable of achieving sales targets, maintaining client satisfaction, and contributing positively to the organization's reputation and growth in the financial sector.


Relevant for

  • NBFC Sales Representatives
  • Financial Advisors within NBFCs
  • Customer Relationship Managers in NBFCs
  • Loan Officers
  • Credit Sales Consultants
  • Mortgage Advisors in NBFCs
  • Insurance Sales Agents within NBFCs
  • Investment Sales Consultants
  • Business Development Officers in NBFCs
  • Account Managers specializing in NBFC products

Elevating Success Through Diverse Competencies


Assesses the ability to build and maintain relationships with clients.


Evaluates resilience and the capacity to maintain an optimistic outlook through sales challenges.


Measures adherence to ethical practices and regulatory compliance in sales activities.

Achievement Orientation:

Gauges the drive to meet and exceed sales targets.

Email Writing:

Tests the ability to communicate complex financial information clearly and professionally via email.


Assesses the capacity to accurately understand client needs and feedback.

Quantitative Aptitude:

Evaluates the ability to handle numerical data relevant to financial sales.

Verbal Ability:

Measures the capacity to articulate financial products and solutions effectively to clients.

Enhanced Sales Performance:
Identify candidates with the skills and personality traits to excel in the competitive NBFC sector.

Improved Client Relationships:
Pinpoint professionals capable of understanding and addressing client needs, fostering long-term loyalty.

Strategic Talent Placement:
Ensure your sales team comprises individuals with strong communication skills and a client-focused approach.

Increased Business Growth:
Recruit sales professionals driven to achieve targets and contribute to the company’s revenue and client base expansion.

Cultural Fit:

Assess candidates for alignment with your NBFC’s values, especially in maintaining ethical standards in sales practices.

Key Features

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Globally Validated

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Language Agnostic

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Advanced Analytics

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Reliable & Validated

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Seamless Integration

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Real-time Reporting

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Why Choose PMaps?

Choosing PMaps means opting for a comprehensive and transformative assessment solution designed to address your most critical talent management needs. Our platform sets itself apart by delivering precision in talent acquisition and development through a suite of robust psychometric assessments. By leveraging our advanced analytics and expertise, organizations can seamlessly navigate the complexities of hiring, succession planning, and employee development.

One-Click Deployment

One-Click Deployment

Quickly select and deploy tests from our extensive library in just one click.

Effortless Sharing

Effortless Sharing

Conveniently share test links with candidates directly from the platform.

Device-Friendly Assessment

Device-Friendly Assessment

Boost completion rates with a candidate experience that’s seamless across all devices.

insightful report

Insightful Reporting

Gain clear insights from detailed reports to make informed candidate evaluations

Client Testimonials

Max Life Insurance: Mr. Shailesh Singh, Head - Talent Acquisition, Organization & Staffing
TA - Staffing

We use PMaps for two assessments, Sales Aptitude Assessment and Values Assessment for our salespersons. It helped us improve the quality of our hires. We have seen lower attrition.

Tech Mahindra - Group Head Talent Acquisition
Group Head TA

PMaps enables us to screen and assess candidates before they join us, especially when hiring thousands of individuals. It helps us understand their aptitude, communication skills, and personality.

Teleperformance - Sr. Vice President Recruitment

The PMaps team has been extremely forthcoming and receptive to the requirements we have shared. The solution that has been designed and customized to suit our requirements has been very well received.

Flexible customization options to suit your needs

Details About Assessments

Strategizing NBFC Sales Success

In the unique financial landscape where Non-Banking Financial Companies (NBFCs) operate, the sales team's acumen can make a significant difference. The NBFC Sales Skills Test is crafted to ensure that sales professionals are not just equipped with persuasive communication tactics but also with a profound understanding of financial products, client needs, and ethical sales practices.

A Multifaceted Evaluation for NBFC Sales Excellence

This comprehensive test is an amalgamation of both behavioral and cognitive evaluations tailored for the nuanced needs of NBFC sales roles. It sifts through the essential qualities required for a successful sales career in the financial services sector, emphasizing the symbiosis between personality traits that foster strong client relationships and the cognitive skills needed to articulate financial solutions effectively.

Types of Questions Included:

  • Behavioral Assessments: Questions are designed to explore how well candidates can initiate, build, and sustain client relationships, a key attribute for successful sales in the NBFC arena.
  • Cognitive Challenges: Evaluations are centered on the candidate's command over the domain knowledge, quantitative aptitude, and verbal skills necessary to translate financial concepts into client-friendly language.

Elaborating the Sections of Assessment

  • Relationship Building and Sociability: Assesses the candidate's prowess in networking and maintaining fruitful relationships, ensuring a robust client base for the NBFC.
  • Positive and Motivated Approach: Evaluates how candidates sustain enthusiasm and motivation despite the competitive and sometimes challenging sales environment, which is vital for achieving long-term success.
  • Client Communication and Listening Skills: Measures the candidate's ability to comprehend client inquiries accurately, a precursor to providing exemplary service and customized financial advice.
  • Domain Expertise in NBFC Products: Tests in-depth knowledge of NBFC offerings, empowering sales professionals to confidently discuss products with prospective clients.
  • Attention to Detail and Quantitative Skills: Gauges meticulousness in managing financial details and the ability to navigate through numerical data, ensuring accurate and trustworthy financial guidance.

Benefits and Application of the Test

For Organizations:

  • Optimized Sales Team Performance: By hiring candidates with the right skill set and behavioral traits, NBFCs can boost sales performance and client acquisition rates.
  • Informed Client Consultations: Professionals who excel in listening and verbal communication can provide tailored financial solutions, increasing client trust and transaction satisfaction.
  • Strategic Sales Training: Insights from the test can guide targeted training programs, helping sales professionals refine their approach to NBFC product sales.
  • Adherence to Ethical Standards: Ensures that the sales team operates with the highest ethical standards, maintaining the reputation and trustworthiness of the NBFC.

For Candidates:

  • Career Development Pathways: Provides feedback to candidates on their strengths and areas for improvement, aiding in career progression within the NBFC sector.
  • Alignment with Role Expectations: Helps candidates gauge their fit for sales roles within NBFCs, paving the way for job satisfaction and longevity in the position.

Ideal Candidate Profile

  • Client-Centric Sales Advocates: Candidates who demonstrate a commitment to understanding and meeting client financial needs, backed by a strong orientation toward achieving sales success.
  • Ethical and Knowledgeable Advisors: Individuals who pair their sociability and positivity with a solid grasp of NBFC products, committed to upholding ethical sales practices and delivering accurate financial advice.

Final Thoughts: Cultivating Financial Services Sales Mastery

The NBFC Sales Skills Test is integral to sculpting a sales force that's not just effective in closing deals but is also adept at forging lasting client relationships based on trust, satisfaction, and mutual success. By placing emphasis on both the behavioral and cognitive dimensions of sales competencies, NBFCs can align their teams with the intricate demands of the financial services industry, ensuring a trajectory of growth, client loyalty, and competitive advantage.

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Resources Related To Test

PMaps Frequently Asked Questions

Learn more about PMaps through commonly asked questions:

What is the NBFC Sales Skills Test?

A specialized assessment tool created to evaluate the crucial behavioral and cognitive skills necessary for sales roles within Non-Banking Financial Companies.

Who can benefit from this test?

NBFCs aiming to hire or develop sales professionals who excel in client engagement, understand financial solutions, and possess the analytical skills to navigate the sales process effectively.

Why is assessing both behavioral traits and cognitive skills important for sales roles?

It ensures candidates can not only connect with clients on a personal level but also possess the technical knowledge and communication skills required to explain complex financial products.

Can the NBFC Sales Skills Test be customized for different financial products or services?

Yes, the test is adaptable to reflect your specific product lines, sales strategies, and organizational goals, ensuring a perfect match for your sales team's needs.

Is there an option for a demo or trial?

Certainly, we offer demos and trial versions to provide a comprehensive look at how the test functions and how it can be integrated into your recruitment or training processes.