Deployment Quiz -Compliance

Deployment Quiz -Compliance

Professional Development

20 Qs

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Deployment Quiz -Compliance

Deployment Quiz -Compliance

Assessment

Quiz

Other

Professional Development

Practice Problem

Easy

Created by

Saloni Daiya

Used 79+ times

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20 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which amongst this is the by default Disclaimer to be given on each and every call.

Mutual Fund Investments are Subject to Market risk, read all scheme related documents carefully

Principal is at high Risk

Past Performance may or may not be sustained in future

None of the Above

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

IF US/Canada person wishes to invest online than what needs to informed on call?

Follow script and guide for investments

Needs to takes follow up call back

Guide Investor to Branch

Take down details and forward to concern department

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Benchmark returns are read out along with scheme returns.

True

False

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

If on call investor require details for Direct Investments than which amongst the following needs to be followed?

BSO needs to pitch that please consult to your Mutual Fund Distributor

BSO further should take follow up call

BSO needs to take Investment details and share link

BSO needs to disconnect call.

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Choose the correct Brand name to be followed on call.

ICICI PRU Mutual Fund

ICICI Prudential Mutual Fund

IPRU Mutual Fund

ICICI Mutual Fund

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

While pitching schemes Comparison needs be done with schemes of other mutual fund to grab investor's Interest ?

True , Pitch Depends on as per investors interest

False, No Comparison to be done rather say we don’t have any information of other Mutual Fund House

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of the following Slogan needs to be pitched on call while explaining schemes ?

Mutual Fund Sahi Hai!

Ab Utar-Chadhav se Darr kaisa

Both A and B

No Slogans to be used on call

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