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Worksheets

Day 1

Total questions: 27

Worksheet time: 13mins

Name
Class
Date
1.

What is the name of the Managing Director and Chief Executive office of HDFC  Life? Select the correct answer

a)

Vibha Padalkar

b)

Suresh Badami

c)

Deepak Parekh

2.

"A capable and competent team of front line sales forms the foundation of a successful Bancassurance Partnership" State whether the statement is true or false

a)

TRUE

b)

False

3.

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

a)

Aditya puri

b)

Sashidhar Jagdishan

c)

Keki Mistry

4.

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

a)

Mutual funds

b)

Insurance

c)

Bonds and Securities

d)

All the options are correct

5.

To which branch catagory does the smallest and New bank branch belong to? Choose the correct option 

a)

A,I

b)

I,Z

c)

Z,I

6.

Which of the following statements is true about HDFC Life? Select the correct answer from the list below.

a)

HDFC Life rated a Super Brand.

b)

HDFC Life is a general life insurance company.

c)

HDFC Life has completed 15 years in the life insurance industry.

d)

Innovation is one of the EPICC values at HDFC Life.

7.

Who is the CEO and MD of HDFC Life? Select the correct answer from the list below.

a)

Mr. Deepak Parekh

b)

Mr. Suresh Badami

c)

Ms. Vibha Padalkar

8.

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.

a)

Yes

b)

No

9.

The EPICC values in HDFC Life stand for which of these set of values?   Select the correct answer from the list below.

a)

Excellence, People Engagement, Innovation, Career Orientation, Culture

b)

Excellence, People Engagement, Integrity, Customer-centricity, Collaboration

c)

Experience, Patience, Innovation, Career Orientation, Culture

d)

Experience, Patience, Innovation, Customer-centricity, Collaboration

10.

What is HDFC Life's Customer Promise?   Select the correct answer from the list below.

a)

Insurance selling made simple

b)

Klarify Life

c)

Customer is always right

d)

Life, made simple

11.

Mr. Suresh Badami is the Deputy Managing Director and Chief Distribution Officer (CDO) of HDFC Life. Identify whether the above statement is true or false.

a)

TRUE

b)

FALSE

12.

Products, Process and People are the 3 aspects of Customer Promise at HDFC Life. Identify whether the above statement is true or false.

a)

FALSE

b)

TRUE

13.

Which of the following are the key departments that you have to interact with regularly? Select the correct answer from the list below.

a)

Investor Relations

b)

Central Operations

c)

Finance and Accounts

d)

Branch Operations

14.

Which of the following HDFC group companies is an important partner for HDFC Life? Select the correct answer from the list below.

a)

HDFC Mutual Fund

b)

HDFC Bank

c)

HDFC Realty

15.

HDFC Life has consistently been rated a Great Place to Work. Identify whether the above statement is true or false.

a)

TRUE

b)

FALSE

16.

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

a)

Lavneesh Gupta

b)

Rishi Mehta

c)

Suvendu Panda

d)

Akash Manchanda

17.

What is the function of the Field Team in HDFC Bank channel? Select the correct answer from the list below.

a)

This team scouts for new salespeople to recruit.

b)

This team manages the HDFC Bank account.

c)

This team is responsible for sourcing business and selling.

18.

Which of the following people in the bank branch will you, an FLS, work with? Select the correct answer from the list below.

a)

Cluster Head

b)

Zonal Head

c)

Regional Head

d)

Branch Manager

19.

Mr. Sashidhar Jagdishan is the Managing Director (MD) and Chief Executive Officer (CFO) of HDFC Bank. Identify whether the above statement is true or false.

a)

TRUE

b)

FALSE

20.

HDFC Bank is the following touchpoints: 1. Branch 2. App 3. Website 4. Social Media Identify whether the above statement is true or false.

a)

FALSE 

b)

TRUE

21.

HDFC Bank sells mutual funds, bonds and which other third party product? Select the correct answer from the list below.

a)

Loans

b)

Credit Cards

c)

Fixed Deposits

d)

Insurance

22.

Who is a Specified Person (SP) in HDFC Bank branch? Select the correct answer from the list below.

a)

An SP is licensed to solicit life insurance business from customers.

b)

An SP is a person who is Circle Head and above in designation and logs in all business sourced from HDFC Bank.

c)

An SP is a special relationship manager in a Category A type of bank branch who handles only HNI customers.

23.

TATA AIA and Bajaj Allianz are the two competitors in the life insurance space for HDFC Life in HDFC Bank. Identify whether the above statement is true or false.

a)

FALSE 

b)

TRUE

24.

Largest branch categories of HDFC Bank are labeled as Category I branch.   Identify whether the above statement is true or false.

a)

TRUE

b)

FALSE

25.

HDFC Bank has sales and non-sales SPs. Identify whether the above statement is true or false.

a)

False

b)

True

26.

What is lobby management in a bank branch? Select the correct answer from the list below.

a)

Soliciting life insurance business from all walk in customers who visit the bank branch

b)

Maintaining discipline and decorum on the bank branch floor

c)

Helping walk in customers with their queries and guiding them to the right counters

27.

TATA AIA and Bajaj Allianz are the two competitors in the life insurance space for HDFC Life in HDFC Bank. Identify whether the above statement is true or false.

a)

TRUE

b)

FALSE