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So-Ai

Total questions: 12

Worksheet time: 7mins

Name
Class
Date
1.

When is Aionion started?

a)

2019

b)

Sep 2019

c)

July 2019

d)

July 2020

2.

Select the products which are offered by Aionion (Multiple answer)

a)

Bonds

b)

Fixed Deposits

c)

Stocks & Mutual Funds

d)

Public Provident Fund

e)

Insurance

3.

Select the products which are offered by Aionion (Multiple answer)

a)

Bonds

b)

Fixed Deposits

c)

Stocks & Mutual Funds

d)

Public Provident Fund

e)

Insurance

4.

Which vertical will work on the leads generated through Instagram, Face book etc

a)

Digital Marketing

b)

Distance marketing

c)

Direct Marketing

d)

Device Marketing

5.

Which team will dedicatedly work on the complaints and queries from our clients

a)

Customer Service Department

b)

Client Care

c)

Customer Care cell

d)

Complaint Cell

6.

What is the type of license we have acquired from IRDAI for selling insurance products

a)

Individual License

b)

Corporate Agent

c)

Composite Agent

d)

IMF

7.

What are the roles of a dealer? (Multiple answers)

a)

Connect with clients on daily basis

b)

Recruit People

c)

Provide market updates, recommendations and execute orders

d)

cross sell other products

8.

For De-mat account opening, to whom we have associated with...

a)

Zerodhaa

b)

Upstocks

c)

Grow

d)

Cholamandalam Securities

9.

Ideally, which one of the following is not an important factor in financial planning

a)

AGE

b)

Income and expenses

c)

No. of dependents in the family

d)

Location

10.

Typically, how long the RM's dedicated services will be available to the clients?

a)

Life Long

b)

One Year

c)

6 Months

d)

30 Months

11.

Who is the Managing Director of Aionion?

a)

Mr. Anish Gupta

b)

Mr. Sheik

c)

Mr. Vinothkumar

d)

Mr. Jayakanthan

12.

Which team will get into the first level of engagement with the client

a)

Super RM Team

b)

Pre-Sales

c)

Dealers

d)

Insurance