WCM - BSLI - Trainee Feeback - 3 months post training
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A red asterisk (*) indicates required questions.

  1. Were the shift timings for training comfortable?*
    Yes
    No


  1. Do you feel enough time is spent on revision during training?*
    Yes
    No


  1. Do the assessments conducted during training test your understanding of the modules conducted?
    *
    Yes
    No


  1. For the tests , did you refer to the the handouts or the notes that you took down during the sessions ?*
    Yes
    No


  1. Do you feel training should include any additional modules apart from the ones mentioned?*
    Yes
    No


  1. Do you relate the soft skills and product knowledge that you learnt during training, with the calls that you handle on the floor.
    *
    Yes
    No


  1. Do you feel the number of days for training are*
    More
    Less
    Just Right


  1. For which module do you feel there should be more time allotted during Pre Process training?*
    Customer Care
    Mechanics Of Grammar
    Role Plays


  1. For which module do you feel less time should be spent during Pre Process training?*
    Customer Care
    Mechanics Of Grammar
    Role Plays


  1. Which module did you find the Toughest of all Pre Process training?*
    Customer Care
    Mechanics Of Grammar
    Role Plays


  1. Which module, according to you is most easy Pre Process training?
    *
    Customer Care
    Mechanics Of Grammar
    Role Plays


  1. For which module do you feel there should be more time allotted during Process training?*
    Basics of Life Insurance - What is Insurance, History of Insurance, Principles of Insurance
    Product Overview - Traditional, Non Traditional, Whole Life, Pension products, Health Products
    ULIP Guidelines - Benefits over Traditional Plans, Investment Fund Options, ULIP Charges, Process Flow, Product Design
    Riders - Critical Illness, Waiver of Premium, Term riders and Accidental death and Dismemberment and Special products - NRI's, MWP, HUF, Minor, Students lives, Housewifes, Keyman and Employer - Employee
    New Business Process Training - New Application form processing, Dispatch of Policy Documents, Free-look Surrenders
    Underwriting Process Training - On what criteria's the application is accepted
    Financials Process Training - Premium Accounting (Renewal , Top Up),Refund processing, Surrender request processing, Loan request / repayment, Partial Withdrawals,Maturity claim processing,Reinstatement ( Revival of Lapsed policies),Rider deletion,Increase / Decrease of Face amount,Change in Mode,Switch in funds
    Non Financials Process Training - Change in Address/ contact details/ email registration,Change in Name / Personal Details (DOB etc) ,Duplicate policy document processing / Change in Policy Printing,Change in Nominee Name,Change in Ownership (Assignment / deed of relinquishment),CIP / TPIN,Notice Schedule ( Email, SMS, Hard copy)
    Payment Modes & Methods Process Training - Cash / Cheque( Drop Box, Branches, Advisors ,Courier),ECS ,Direct Debit (DDCC) ,Standing Instructions (Citibank),Salary Saving Scheme,Third party website payment (Bill Junction / Bill desk)
    Claims Process Training - Claim processing,Death claims processing,Rider claim processing,Reasons for Claim Rejection
    AML Guidelines - What is Money Laundering, Impact of Money Laundering, Impact of Non Adherence, Terrorist Financing
    Investments - over-all view of the financial markets and their function, nature of the equity/ debt markets and products, Handle customer objections effectively


  1. For which module do you feel less time should be spent during Process training?*
    Basics of Life Insurance - What is Insurance, History of Insurance, Principles of Insurance
    Product Overview - Traditional, Non Traditional, Whole Life, Pension products, Health Products
    ULIP Guidelines - Benefits over Traditional Plans, Investment Fund Options, ULIP Charges, Process Flow, Product Design
    Riders - Critical Illness, Waiver of Premium, Term riders and Accidental death and Dismemberment and Special products - NRI's, MWP, HUF, Minor, Students lives, Housewifes, Keyman and Employer - Employee
    New Business Process Training - New Application form processing, Dispatch of Policy Documents, Free-look Surrenders
    Underwriting Process Training - On what criteria's the application is accepted
    Financials Process Training - Premium Accounting (Renewal , Top Up),Refund processing, Surrender request processing, Loan request / repayment, Partial Withdrawals,Maturity claim processing,Reinstatement ( Revival of Lapsed policies),Rider deletion,Increase / Decrease of Face amount,Change in Mode,Switch in funds
    Non Financials Process Training - Change in Address/ contact details/ email registration,Change in Name / Personal Details (DOB etc) ,Duplicate policy document processing / Change in Policy Printing,Change in Nominee Name,Change in Ownership (Assignment / deed of relinquishment),CIP / TPIN,Notice Schedule ( Email, SMS, Hard copy)
    Payment Modes & Methods Process Training - Cash / Cheque( Drop Box, Branches, Advisors ,Courier),ECS ,Direct Debit (DDCC) ,Standing Instructions (Citibank),Salary Saving Scheme,Third party website payment (Bill Junction / Bill desk)
    Claims Process Training - Claim processing,Death claims processing,Rider claim processing,Reasons for Claim Rejection
    AML Guidelines - What is Money Laundering, Impact of Money Laundering, Impact of Non Adherence, Terrorist Financing
    Investments - over-all view of the financial markets and their function, nature of the equity/ debt markets and products, Handle customer objections effectively


  1. Which module did you find the Toughest of all Process training?*
    Basics of Life Insurance - What is Insurance, History of Insurance, Principles of Insurance
    Product Overview - Traditional, Non Traditional, Whole Life, Pension products, Health Products
    ULIP Guidelines - Benefits over Traditional Plans, Investment Fund Options, ULIP Charges, Process Flow, Product Design
    Riders - Critical Illness, Waiver of Premium, Term riders and Accidental death and Dismemberment and Special products - NRI's, MWP, HUF, Minor, Students lives, Housewifes, Keyman and Employer - Employee
    New Business Process Training - New Application form processing, Dispatch of Policy Documents, Free-look Surrenders
    Underwriting Process Training - On what criteria's the application is accepted
    Financials Process Training - Premium Accounting (Renewal , Top Up),Refund processing, Surrender request processing, Loan request / repayment, Partial Withdrawals,Maturity claim processing,Reinstatement ( Revival of Lapsed policies),Rider deletion,Increase / Decrease of Face amount,Change in Mode,Switch in funds
    Non Financials Process Training - Change in Address/ contact details/ email registration,Change in Name / Personal Details (DOB etc) ,Duplicate policy document processing / Change in Policy Printing,Change in Nominee Name,Change in Ownership (Assignment / deed of relinquishment),CIP / TPIN,Notice Schedule ( Email, SMS, Hard copy)
    Payment Modes & Methods Process Training - Cash / Cheque( Drop Box, Branches, Advisors ,Courier),ECS ,Direct Debit (DDCC) ,Standing Instructions (Citibank),Salary Saving Scheme,Third party website payment (Bill Junction / Bill desk)
    Claims Process Training - Claim processing,Death claims processing,Rider claim processing,Reasons for Claim Rejection
    AML Guidelines - What is Money Laundering, Impact of Money Laundering, Impact of Non Adherence, Terrorist Financing
    Investments - over-all view of the financial markets and their function, nature of the equity/ debt markets and products, Handle customer objections effectively


  1. Which module, according to you is most easy Process training?*
    Basics of Life Insurance - What is Insurance, History of Insurance, Principles of Insurance
    Product Overview - Traditional, Non Traditional, Whole Life, Pension products, Health Products
    ULIP Guidelines - Benefits over Traditional Plans, Investment Fund Options, ULIP Charges, Process Flow, Product Design
    Riders - Critical Illness, Waiver of Premium, Term riders and Accidental death and Dismemberment and Special products - NRI's, MWP, HUF, Minor, Students lives, Housewifes, Keyman and Employer - Employee
    New Business Process Training - New Application form processing, Dispatch of Policy Documents, Free-look Surrenders
    Underwriting Process Training - On what criteria's the application is accepted
    Financials Process Training - Premium Accounting (Renewal , Top Up),Refund processing, Surrender request processing, Loan request / repayment, Partial Withdrawals,Maturity claim processing,Reinstatement ( Revival of Lapsed policies),Rider deletion,Increase / Decrease of Face amount,Change in Mode,Switch in funds
    Non Financials Process Training - Change in Address/ contact details/ email registration,Change in Name / Personal Details (DOB etc) ,Duplicate policy document processing / Change in Policy Printing,Change in Nominee Name,Change in Ownership (Assignment / deed of relinquishment),CIP / TPIN,Notice Schedule ( Email, SMS, Hard copy)
    Payment Modes & Methods Process Training - Cash / Cheque( Drop Box, Branches, Advisors ,Courier),ECS ,Direct Debit (DDCC) ,Standing Instructions (Citibank),Salary Saving Scheme,Third party website payment (Bill Junction / Bill desk)
    Claims Process Training - Claim processing,Death claims processing,Rider claim processing,Reasons for Claim Rejection
    AML Guidelines - What is Money Laundering, Impact of Money Laundering, Impact of Non Adherence, Terrorist Financing
    Investments - over-all view of the financial markets and their function, nature of the equity/ debt markets and products, Handle customer objections effectively


  1. Any additional inputs / comments / suggestions that can help us make the training more effective @ Minacs.



  1. Any additional inputs / comments / suggestions that you may have for question 1-6






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