满分是100分,要90分才及格,它分成五个部分:
- Call opening -3%
- Selling skills -25%
- Customer Experience -25%
- Compliance -45%
- Call closing -2%
1. call opening
i) Standard Greeting & client representation
i) identify & qualifying needs
i) pleasant tone of voice
i) Standard Greeting & client representation
- Say good morning
- Introduce myself
- Failed to represent clients accordingly
- Say full name of the person(on beginning)
- Use Mr or Mrs
- ask for permission whether got free time or not
- don't mention which bank u regarding
i) identify & qualifying needs
- are you single or married
- ask the right question
- "extra benefit"
- able to match customer's needs
- seek customer understanding after presentation of 3 to 4 benefit
- if you interested with the plan can i explain the plan for you?
- need to control the customer, try to related back to the plan
i) pleasant tone of voice
- handle in smile
- proper voice volume
- maintain the 3E
- don’t say so much (eg: r~ em~)-obvious vocalic pauses
- start with English 1st
- no mix language
- don't use TPD, muz say in full
- don't talk too much or too slow
- mumbling
- rude, sarcastic, demonstrate, unhappiness, or using words/phrases that belittles CM/gatekeeper
- using derogatory words & or foul language
- no proper salutation
- cannot ignore customer's question when addressing CM.
- cannot over friend with customer
- no give your detail to customer
- don't always call customer to buy the plan by please~
- don't take customer as example
- must use "sorry sir, we are not allow to give our detail to customer as it is recorded"
- wait customer speak finish 1st
- "cooling period" - a period for customer to consider whether want to cancel or not