Objection Handling Quiz

If the Investor has already done the investment then we need to

• Congratulate the customer for investment

• Pitch for alternate investment option (To a SIP Investor - Lumpsum and to a Lumpsum Investor SIP)

• Inform valuation number

• All of the above

SIP's helps in mitigating the Mark to market risk in long term

• True

• False

Due to scheme performance if an investor is not interested to invest - what should be our action.

• Leave the investor & close the call.

• Inform that returns are not guaranteed in MF and close the call with no rebuttal.

• Pitch about scheme feature/USP. Inform about since inception scheme performance and discuss approach of investing for long term

• Both B and C

What needs to be pitched to the investors if they have financial issues

• Minimum SIP amount

• Lumpsum investments

• Need to close call

• Both A and B

What is the correct option for online KYC

• Aadhar KYC through Website

• Video KYC through Website

• Aadhar KYC through IPRU Touch or Website

• All of the above

What if Investor is looking for new investments but gets the error 'KYC Pending from Client Side'

• Need to check TAT and can guide V kyc

• Guide offline C-KYC

• Take down details like email ID and Call id and send to TL

• Both A and C

If the investor has service related concern it is important to cross sell on the call

• If the investor sounds irrate avoid cross selling

• If the service required can be closed on call, then should pitch & try to cross sell

• If the service required can be closed on call, then should pitch & try to cross sell

• Both A & B

If an existing investor is convinced for investing but does not has the folio number available on call…

• Then start FTIM process even if the investor says that wants to invest in the same folio

• Then start the FTIM process, Unless objection raised by the investor.

• First inform that new folio will be created and then only start pitching the FTIM process

• Ask for call back with folio number.

What if investors say they will invest later?

• Inform them SIP's can be started at any market Conditions

• Give miss call number and close call

• Guide to register for investments which can get debited after 2-3 months

• Both A and C

What is the suitable time for Investments ?

• Investments can be done at any point of time through SIP's

• Wait till the markets fall down

• Wait for the markets to peak out

• All of the above