WorksheetsExisting Batch_RA-2
Total questions: 15
Worksheet time: 8mins
Ramya is in to telephonic conversation to fix an appointmnet with Mr Ram Kapoor who is HDFC Bank Customer for Life insurance sale.She faced some objections while doing so.Which of the following technique should she follow
FFF
LAPAC
ASAP
During objection handling through FFF tenchnique,which step aligns towards Third Party Influence?
Feel
Felt
Found
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
Suresh was presenting the product benefits to Mr. Ramesh, What steps should he consider while presentating the same? Choose the correct optionSuresh was presenting the product benefits to Mr. Ramesh, What steps should he consider while presentating the same? Choose the correct option
Highlight that this is the best product available in the market
State that this product is best suited for customers like him
Use Product benefits to discuss the value of investing the product and help him understand the money he needs to pay in monthly terms
What is a benefit illustration used for? Choose the correct option
The benefit illustration is used to explain the features and benefit of the product
Benefit illustration is an important document which shows the policy holders personal and policy details and the future benefit that will be received in the policy lifetime
The benefit illustration is similar to a brochure of the product showing all the details about the policy
During the face to face call the queries and objection of the customer may be handled in a polite and positive manner by answering to the objections of the customer using LAPAC
TRUE
False
Mr Vikram Pathak walked into the bank branch and looked very irritated. He has complaints about the returns, he has recieved from his investments. What is the best way to handle such customers?
FFF
LAPAC
ASAP
LAC
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
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 QuestionnaireMr 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
What are the different Customer categories for Non Medical Limits in HDFC Bank?
Platinum & Gold
Only Silver
Only Bronze
All of the Above
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
Whose approval is required in case the age of the Life Assured >=60years
CH
TM
CSM
BM
Customer needs to provide AVF consent from__________
Family member's number
Registered mobile nuber
Any self owned mobile number
Which application is used to upload FRs other than mSD?
Instamix
InstaQuote
InstaVerify
InstaFR
