OBX-Day 1 - Assessment 2A - Second Half

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

How does the branch manager in the bank branch plays an important role ? Choose the correct option

• All the options are correct

• He manages the branch profitability

• Owns and manages customers' experience at the bank branch

• Leads a team of sales and non-sales SP's to deliever productivity

As an FLS, you will work with the following people in a bank branch: 1. Relationship Manager 2. Personal Banker 3. Front Desk employee 4. Tellers/Cashiers 5. Branch Sales Officer 6. Customer Service Officer   Select the correct answer from the list below.

• No

• Yes

The Corporate Sales Managers (CSMs) in HDFC Life report to whom in the HDFC Bank channel?   Select the correct answer from the list below.

• Circle Heads

• Regional Heads

• Zonal Heads

• Territory Heads

Which of the following are the benefits of attending a bank branch huddle? A. Provides a list of tasks that are pending B. Provides a list of tasks that are delayed C. Provides an opportunity for you to give updates on new products or process D. Provides an update on SP productivity   Select the correct answer from the list below.

• Options A and D only

• Options C and D only

• Options A and B only

• Options A, B, and C