Day 6

Mr Varun Mittal, aged 41 years, working with a reputed IT company has applied for a Sanchay PAR Advantage plan. You are about to tell him the documents required from him to upload them. Identify the correct documents list from below: A. Photograph B. KYC(ID, Address & Age proof) C. PAN Card / Form 60 D. NEFT & SI ECS mandate for proposal E. Copy of initial Premium cheque/DD F. AVF along with Covid Questionnaire

•  Photograph,KYC(ID, Address & Age proof)

• PAN Card / Form 60 and AVF along with Covid Questionnaire

•  Copy of initial Premium cheque/DD

• All the documents are required

In terms of Customer Delight,which is the correct option, Select from below:

• Delivered Value < Expectations = Customer Retention

• Delivered Value < Expectations = Customer Delight

• Delivered Value > Expectations = Customer Delight

Ms. Farida is a mid aged customer who has walked into the branch and complained about every time walking in to the branch for services. She is a very busy person and had to take time out of her daily routine to do so. What customer touchpoints you can suggest?

• • HDFC Life Website • Email • HDFC Life App

• • Chat Bot Elle • Twitter Bot Neo • Whatsapp Bot Etty

• • HDFC Life Branch • IVR/Call centre • My Account • Missed Call Service

• All of the Above

Fill in the Blanks: Positive Customer Experience in Multi-tie up space means, Happy Customers leads to ___________________, leads to Higher Profits & ____________.

• more leads , Rewards

• Greater Sales share , Rewards

• Greater Business share , Rewards

• Greater Business share , Sales

Mr Sachin Wagle has walked in the HDFC Bank branch and was waiting in the lobby to speak with a Relationship Manager. What would you do :

• A. Demonstrate empathy, warmth, respect and genuineness B. Be quick to attend to a customer who is waiting for service in the lobby

• A. You should not be handling any service request for the customer, instead ask the SPs to connect B. Be aggressive and show attitude with an irate customer

• A. Take your own time to connect the customer, let the customer wait B. Ask the customer looking for service to do online services by his own

Ms Sarita Jain is working in a reputed MNC, aged 35 years.She is looking to invest in Sanchay Plus. You have completed the application and is about to upload the documents. What Income proof you would be asking from her? A. Form 16 for last 1 year B. Form 16 for last 2 years C. Salary Slip of last 2 months D. Last 2 years ITR with CA certified computation of Income

• Only A

• B & C

• B & D

• A & D

Where from a SP can create a Lead?

• TEBT

• mSD

• CRMNext

• InstaQuote

Once a lead is successfully created by your SP, where can you find the same?

• mSD

• InstaQuote

• InstaFR

• InstaVerify

Which of the below payment methods is not an example of online payment?

• UPI

• Credit Card

• Netbanking

• Cheque

Which questionnaire needs to be filled mandatorily with all the Life Insurance applications?

• Diabetes

• Covid

• Financial

• Agricultural