WorksheetsDay 6
Total questions: 16
Worksheet time: 8mins
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 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
In terms of Customer Delight,which is the correct option, Select from below:
Delivered Value < Expectations = Customer Retention
Delivered Value < Expectations = Customer Delight
Delivered Value > Expectations = Customer Delight
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
Fill in the Blanks: Positive Customer Experience in Multi-tie up space means, Happy Customers leads to ___________________, leads to Higher Profits & ____________.
more leads , Rewards
Greater Sales share , Rewards
Greater Business share , Rewards
Greater Business share , Sales
Mr Sachin Wagle has walked in the HDFC Bank branch and was waiting in the lobby to speak with a Relationship Manager. What would you do :
A. Demonstrate empathy, warmth, respect and genuineness B. Be quick to attend to a customer who is waiting for service in the lobby
A. You should not be handling any service request for the customer, instead ask the SPs to connect B. Be aggressive and show attitude with an irate customer
A. Take your own time to connect the customer, let the customer wait B. Ask the customer looking for service to do online services by his own
Ms Sarita Jain is working in a reputed MNC, aged 35 years.She is looking to invest in Sanchay Plus. You have completed the application and is about to upload the documents. What Income proof you would be asking from her? A. Form 16 for last 1 year B. Form 16 for last 2 years C. Salary Slip of last 2 months D. Last 2 years ITR with CA certified computation of Income
Only A
B & C
B & D
A & D
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
Which of the below payment methods is not an example of online payment?
UPI
Credit Card
Netbanking
Cheque
Which questionnaire needs to be filled mandatorily with all the Life Insurance applications?
Diabetes
Covid
Financial
Agricultural
Whose approval is required in case the age of the Life Assured >=60years
CH
TM
CSM
BM
To apply for a Term plan, the Product Category one needs to select is:
Protection
Savings
Health
Retirement
Which is not an Insurance repository?
CAMS
Karvy
SEBI
CDSL
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
Who needs to fill in the CCR?
TM
CSM
SP
Life Assured
