Day 2

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

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.

• FALSE

• TRUE

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

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

• Maintaining discipline and decorum on the bank branch floor

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

With Multi tie up in HDFC Bank, who are our competitors in LI business. Select the correct option

• TATA, BIRLA

• BIRLA, Max

• TATA, I Pru

• All the options are correct

Insurance works on the principle of Risk__________

• Retention

• Transfer

• Avoidance

• control