Branch Campaigns : Quiz # 8
Quiz by Glenn David McMeeking
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- Q1
What best describes “Limitless”?
Do not take no for an answer and force sell
Wait for someone to lead or make the first move
Thinking outside of the box and test new territories
Wait for opportunities to come your way
30s - Q2
What campaigns are currently running in 2023
Student campaign (Student credit card, Student loan and Student chq account)
Digital campaign
YNOT
Student campaign (Student credit card, Student loan and Student chq account)
Digital campaign
Colleague transactional campaign, Student campaign (Student credit card, Student loan and Student chq account), Digital Campaign.
OD initiation fee campaign
Colleague transactional campaign
30s - Q3
Frontline (Tellers, Customer Service Clerks & Hosts) plays an important role in the following:
Only deal with enquiries and service duties
Walk the ATM queues in order to identify sales opportunities
Actively (looking for opportunities with every engagement) identify leads and submit it to sellers via Salesforce
Actively (looking for opportunities with every engagement) sell Digital, Rewards & Opti’s and
Only deal with enquiries and service duties
Actively (looking for opportunities with every engagement) identify leads and submit it to sellers via Salesforce
Actively (looking for opportunities with every engagement) sell Digital, Rewards & Opti’s
Walk the ATM queues in order to identify sales opportunities
30s - Q4
All clients with NTU Overdraft applications will be contacted the next day by our call centre to conclude the sale
True or False?
truefalseTrue or False30s - Q5
With every OD application, it is important to take note of the following:
OD limits below R1015 will be charged an initiation fee of 17,25% of the limit
Declines and approved OD applications are now available on SPMS and PMT for everyone
All of them
Initiation fee changed to a flat fee of R175 for limits above R1015
Have the Overdraft conversations with clients and do not score without their knowledge.
30s - Q6
Key points to take note of with Unsecured lending: Select the correct answer.
Absa offers the best rate in the market, guaranteed!
According to circular 1317/2022, Sellers are able to conclude NTU payout via the VSA process.
All of the statements are correct
According to circular 1296/2022, BM’s and RM’s are mandated to provide customers with rate concessions on level 1 & 2
The recovery team will action NTU applications if branches did not do so timeously.
30s - Q7
Select the correct answer about the Digital Campaign
There are focus areas for each month
Campaign timelines are 1 February to 31 October
All branch colleagues can participate in the campaign,
There are focus areas for each month,
Campaign timelines are 1 February to 31 October
Campaign timelines are 1 February to 31 October
February focus is: Opti’s
All branch colleagues can participate in the campaign
Only Sellers can participate
30s - Q8
The criteria for the Transactional Colleague Campaign is:
Flexi & Transact accounts
Premium and Gold accounts
Minimum efficiency of 6
Minimum cross sell ratio of 2
Flexi & Transact accounts
Premium and Gold accounts
Ports and Mega U accounts
Minimum efficiency of 6
Minimum cross sell ratio of 2
A minimum of 2 externals per month
Flexi & Transact accounts
Premium and Gold accounts
Ports and Mega U accounts
Minimum efficiency of 6
Minimum cross sell ratio of 2
A minimum of 2 externals per month
30s - Q9
Select key behaviours and activities needed to achieve our sales targets
Action leads timeously in order to setup a minimum of 3 appointments per day
Identify External opportunities (bulk and ELIB)
Cross sell
Frontline to generate leads
Find ways to win/ be productive/ keep busy with value adding activities during loadshedding
Make sure your desk is clean
Collaboration with other Business units
Action leads timeously in order to setup a minimum of 3 appointments per day
Identify External opportunities (bulk and ELIB)
Cross sell
Frontline to generate leads
Find ways to win/ be productive/ keep busy with value adding activities during loadshedding
Cross-Sell
30s - Q10
Know your Sales Standards - select the correct answer?
It is only the BM’s responsibility to understand the sales procedures
Miss-selling can lead to: Dormancies or closure of accounts, Reputational damage to the bank, Negative customer perception, Dissatisfied customers, unnecessary product opening cost and wasted resources.
All applicable roles such as: BM, Sellers, External Sales team needs to complete an annual attestation to indicate that they have read and fully understand the Sales procedures
It is only the BM’s responsibility to understand the sales procedures
Each Seller to have a minimum of 15 scheduled appointments per week
All applicable roles such as: BM, Sellers, External Sales team needs to complete an annual attestation to indicate that they have read and fully understand the Sales procedures
Each Seller to have a minimum of 15 scheduled appointments per week
All applicable roles such as: BM, Sellers, External Sales team needs to complete an annual attestation to indicate that they have read and fully understand the Sales procedures
Miss-selling can lead to: Dormancies or closure of accounts, Reputational damage to the bank, Negative customer perception, Dissatisfied customers, unnecessary product opening cost and wasted resources.
All of them
30s