HDFC OBX Day 1 Part 2

Why is it important to engage and built rapport with the SP of the bank branch? Select the correct option

• SP knows the customer and they may be in the SP portfolio

• Customer may not talk to anyone else except the mapped SP or bank personals

• SP interact with the customers directly, they know the customers' profile, their needs and banking preferences

Insurance works on the principle of Risk__________

• Retention

• Transfer

• Avoidance

• control

_____________ relates to inaccurate statements, which are made without any fraudulent intention. Select the correct answer from the list below.

•  Offer

• Mis-selling

• Misrepresentation

•  Representation

Can an umarried lady who is a working professional and financially independent be a proposer for a policy with her mother as a life assured?   Select the correct answer from the list below.

• Yes, as there is insurable interest

• No, as there is no insurable interest

Which of the following actions help in managing your SP relationship? Select the correct answer from the list below.

• Know the TPP and life insurance targets of the SP and help them achieve those

• Push to sell HDFC Life products every opportunity you get

• Entertain the SPs after office hours with parties and treats to build rapport