NEW
Font size
WorksheetsDay 1
Total questions: 10
Worksheet time: 5mins
What is the full form of EDP ?
Examine, Development, Prescription
Examine, Diagnosis, Prescription
Examination, Description, Prescription
All of the above
Under SPP how is the paid up value calculated?
Premium paid/ premium payable* SA
Premium payable/ premium payable* SA
Premium paid/ premium payable* SA + Bonus or Guaranteed Addition
All of the above
What will you do under examine stage of Need Analysis?
Ask questions
Self Introduction
Build rapport and connect
All of above
If customer age is 40 and he wants to plan for retirement planning, which product you will pitch?
SPP
SPA
Wealth Builder
Annuity plus
What is the difference between open and close ended questions?
Under open ended questions detailed discussions takes place
Under short ended questions small answers are expected. Like yes or No, Short/ small answers Example, how many family members you have in family? 3 members, 4 members
You should use both open ended and close ended conservations with customer
All of the above
If customer invests Rs 100000 for 7 years in SPA plan how much maturity customer will get after 15 years?
13.25 L approx
13.75L approx
14.5L approx
13.5L approx
If customer invests Rs. 200000 per annum for 10 years then how much income customer will get for next 25 years and maturity amount in SPP plan?
(Assume 95% income)
190000 for next 25 years and 11 lakh maturity amount
190000 for next 25 years and 22 lakh maturity amount
195000 for next 25 years and 11 lakh maturity amount
190000 for next 25 years and 22 lakh maturity amount
A person age 40 walks into your branch what type of questions you may ask to customer?
Your occupation
Your family details
Investment details
Residence and location details
All of the above
What is KASH concept ?
Success formula of life
Knowledge , Attitude, Skill, Habits
It's applicable to all
All of the above
What is the difference between par and non plan?
Par plans are non-guaranteed plans
Bonus is guaranteed once declared
Non- par is best for fix and sure returns
Shubh nivesh, Humsafar, Smart Bachat are examples of par plans
All are correct
