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LU-2-Channels for the Bank

Total questions: 15

Worksheet time: 9mins

Name
Class
Date
1.

_______ is the process of RMs reaching out to prospects and for sales conversion. 

a)

Inbound Sales

b)

Outbound Sales

c)

Customer Centric Selling

d)

Lobby Management

2.

Cold calling is a classic example of _______.

a)

Conceptual Selling

b)

Lobby Management

c)

Inbound Sales

d)

Outbound Sales

3.

Dividing your market into smaller groups helps to tailor your sales approach. This is known as ______.

a)

Market Capture

b)

Market Strategy

c)

Market Segmentation

d)

Market value

4.

A lead is one who :

a)

has shown his/her disinterest in what you are selling.

b)

might/might not be interested in what you are selling.

c)

is interested in what you are selling.

d)

is not in need of what you are selling.

5.

Which of the following is the last stage of Outbound Sales Process?

a)

Identify market segments

b)

Sales calls and meetings

c)

Close the deal

d)

Generate leads

6.

Overcrowding at the branch may lead to customer irritation and loss of potetial business. The answer to this is better __.

a)

Outreach and Qualification

b)

Outbound Sales

c)

Customer Segmentation

d)

Lobby Management

7.

Choose the incorrect option. Good lobby management helps the branch:

a)

to do cross selling/up-selling

b)

to achieve enhanced customer satisfaction

c)

to reduce the waiting time for each customer

d)

to irritate the customer

8.

In which of the following case the RM can generate leads using data of the mapped clients?

a)

Outbound sales

b)

Inbound Sales

c)

Cold Calling

d)

Managed portfolio

9.

"E" stands for ____ in ODPEC.

a)

Existing Customer

b)

Estimated Growth

c)

Elimination of Doubt

d)

Enhanced Due Diligence

10.

Choose the incorrect option.

a)

We should take objections from customers positively.

b)

We should be able to handle queries of the customers and eliminate their doubts.

c)

We should listen to the prospect’s concerns and address them.

d)

We should not talk to the customer if he raises any concerns obout the product

11.

While meeting the customer for the first time: Ensure you are not _______.

a)

Pleasant

b)

Panicked

c)

Professional

d)

Prepared

12.

Which of the following statements is not true wrt. Managed Portfolio.  

a)

A customer portfolio is a segmented list of the customers that do banking with you.

b)

All the RMs in the bank are required to handle a set of customers mapped to them.

c)

One of the disadvantages of the managed portfolio is completing the “family tree”

d)

Mapped portfolio can be a great source for generating new leads by taking references from the existing customers.

13.

Which of the following is not a stage in ODPEC?

a)

Opening the sale

b)

Proposing a solution

c)

Close the deal

d)

Enhanced Due Diligence

14.

Which of the following statements is not true wrt. Inbound Sales?

a)

Act of “pulling” interested prospects to you and then qualifying them based on their fit.

b)

The prospect walks into the branch for a solution to his problem

c)

Sales framework that creates personalized buying experiences for a bank’s customers.

d)

The solution is not customized.

15.

Choose the incorrect option. While proposing a solution to the client you must :

a)

Provide a solution based on the customer need analysis and assessment.

b)

Actively demonstrate how your product or service meets the needs of your potential customer.

c)

Focus only on features rather than benefits because a prospect is more interested in the features of a product.

d)

Illustrate how your product is different/better than a competitor’s.