Day 2

Who is the Managing Director and Chief Executive office of Hdfc Bank? Select the correct answer.

• Aditya puri

• Sashidhar Jagdishan

• Keki Mistry

Select the third party product sold by the bank from the list provided. Choose the correct option

• Mutual funds

• Insurance

• Bonds and Securities

• All the options are correct

HDFC Life has the following customer service touchpoints: 1. Branch 2. Call centre 3. Email 4. App 5. Social Media bots (Facebook, WhatsApp and Twitter)  Select the correct answer from the list below.

• Yes

• No

Who is the Group Head of HDFC Bank channel in HDFC Life? Select the correct answer from the list below.

• Lavneesh Gupta

• Rishi Mehta

• Suvendu Panda

• Akash Manchanda

Mr. Purab Shetty has purchased  a life insurance plan. Under this plan he will receive a guaranteed amount on maturity. The plan does not participate in the profits of the life insurance company. Which of the following insurance plan has he purchased? Select the correct answer from the list below.

• PAR Plan

• Annuity Plan

• Non-PAR Plan

• ULIP

Mr. Ajit Paswan has recently purchased a life insurance plan. In this plan type the life insurance company invests mostly in debt instruments. He will receive life cover and maturity benefit in the plan includes sum assured and declared bonus. Which of these category of plans, has he purchased? Select the correct answer from the list below.

• Unit linked insurance plan

• Traditional plan

• Annuity plan

• Universal plan

Unit-linked Life Insurance Plans (ULIPs) allow a customer to participate in the market (equity and/or debt) to invest their money and also offer a life cover. Identify whether the above statement is true or false.

• TRUE

• FALSE

Ms Sucheta Gupta, aged 39 years, is an architect by profession and married to Rahul who is a Doctor. She is having a 5 years old son. Identify which could be her Top 2 financial needs?

• • Life Cover • Tax Planning

• • Life Cover • Children future financial planning

• • Retirement Planning • Life Cover

• • Children future financial planning • Loan Liabilities