Day 4

Ms Poonam Wadekar,aged 48 years is working with an MNC . She lives with her husband and has no children. She wants to have life cover and would also like to supplement her pension post retirement which is due in next 12 years. Which option of Click to Protect Life will suit her best?.

• Life Protect option

• Income Plus option

• Life & Critical Illness Rebalance option

Mr Suren Chhetri is working with a reputed pharma company in Sales executive profile. His job involves lot of travel. He wants to know if he can get add on cover for accidental death under the Click 2 Protect Life plan. Which plan option should he select to get this benefit?

• Life Protect option

• Income Plus option

• Extra Life option

Mr Priyam is interested in buying Click 2 Protect Life plan with Life Protect option to provide financial protection to his family. He wants to know whether Whole Life coverage is available under the chosen option?

• Yes, whole life coverage is available under the Life Protect option

• No, whole life coverage is not available under the Life protect option

What are the various ways you can get leads from the bank?

• From your mapped Sales SPs

• Walk in customers:By effective lobby management and Referrals

• Lead generation-Through targetted customer segment based activity

• All the above will help in getting the leads.

HDFC Bank classifies customers as ___  customers and _____ customers

• Manged,special

• Managed, Unmanaged

• Special.Unmanaged

Classification of Managed customers are

• Classic,Imperia,Royal

• Classic,Preferred

• Classic,Preferred,Imperia

Every Walk in customer can be a prospect for you.You have _________ minutes window of opportunity with a customer at the lobby

• 1-2

• 15-20

• 20-30

FLS Sushant has received leads from RM,Mr Manu Malhotra.What is/are the ways of meeting the client?

• Physical Meeting (Face to face)

• Digital or Virtual Meeting (Tele/video call)

• Either Physical Meeting (Face to face) or Digital or Virtual Meeting (Tele/video call)

Supriya needs to follow correct steps to start the meeting with the customer.Which amongst the following is not the correct step? 1.Thank client for giving time to meet 2.Give Business Card 3.Introduce Yourself 4.Ask for Business 5.State the purpose

• Thank client for giving time to meet

• Give Business Card

• Introduce Yourself

• Ask for Business

Ritesh is visiting clients' place?He needs to gather some important infomations.Select which amongnst the following are important.

• When will their family need the money and how much money will the family need in unfortunate absence of the life assured ?

• How much money will they be able to pay?For how many years?

• What is their saving preference and their risk apetite

• All the informations are important