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WorksheetsExisting Batch Readiness Assessment HDFC Bank ending on 5th Dec
Total questions: 15
Worksheet time: 8mins
What is the name of the Managing Director and Chief Executive office of HDFC Life? Select the correct answer
Vibha Padalkar
Suresh Badami
Deepak Parekh
To which branch catagory does the smallest and New bank branch belong to? Choose the correct option
A,I
I,Z
Z,I
Why is it important to engage and built rapport with the SP of the bank branch? Select the correct option
SP knows the customer and they may be in the SP portfolio
Customer may not talk to anyone else except the mapped SP or bank personals
SP interact with the customers directly, they know the customers' profile, their needs and banking preferences
Which of the following statements is true? Select the correct answer from the list below.
Insurance protects the asset
Insurance reduces possibility of loss in entirety
Insurance prevents loss of an asset
Insurance compensates for the financial loss of an asset
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
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
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
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
For a Super Income Plan policy where all due premiums have been paid, the maturity benefit will be the aggregate of which of the following? Select the correct answer from the list below.
Last Guaranteed Base Income payout, Accrued Reversionary Bonuses, Interim Bonus and Terminal Bonus, if any
Final Income Payout, Accrued Interests, Guaranteed Income where applicable
Sum Assured, Accrued Reversionary Bonus
Last Payout, Accrued Interests, Guaranteed Bonuses, if any
Guaranteed income under HDFC Life Sanchay Par Advantage is available only under the ________________. Select the correct answer from the list below.
Immediate Income Option
Deferred Income Option
What will be the death benefit if the customer dies during the payout period under the Long term income option of Sanchay Plus ?
105% of paid premium
Nominee will get income for remaining years of the payout period
10 times of annual premium
What will be the maturity benefit under Sanchay Fixed Maturity Plan?
Sum Assured Plus Accrued Reversionary Bonus
Sum Assured plus ROP
Sum Assured on Maturity. Where, Sum Assured on Maturity is equal to (Annualized Premium or Single Premium) x Guaranteed Maturity Multiple (GMM).
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.
Classification of Managed customers are
Classic,Imperia,Royal
Classic,Preferred
Classic,Preferred,Imperia
Classic ,Preferred,Royal
Every Walk in customer can be a prospect for you.You have _________ minutes window of opportunity with a customer at the lobby
1-2
5-10
15-20
20-30
