TNI SURVEY | Gurukul

SAM Employee ID

SAM Name

State

Region

SFO Branch ID

SFO Branch

SFO Employee ID

SFO Name

Does he speak politely, listen without interrupting and confidently explain products

Is he able to clearly communicate his days work to the BM

Can he clearly feed information in the Saathi and write proper sentence while filling remarks

Is he able to present all the information in a structured and crisp manner to the clients

Beyond day to day transactions is he able to create a bond with the clients which might help in client retention

Is his communication influential enough to get leads for new and add on clients

Is he able to drive discipline within the clients to avoid late meetings and cancellations

Does he use Activity Planner and effectively participate in morning huddle.

Is he organized enough to maximize field activities during a day.

Does he breaks monthly plan in to weekly targets and achieve it.

Does he understand implications of policy deviations and keeps high risk issues (HRI) to the minimum.

Does he complete all his tasks within defined TAT (disbursements, insurance claim settlement).

Does he deal with problem / OD groups effectively.

Is he able to independently reject clients during client sourcing (GF and FT).

Is he able to build trust with the client by his punctual and courteous behavior.

Is he able to connect with the clients during the times of Mediclaim emergencies.

Does he participate in Monthly Risk meetings and share ways of mitigating risks / improving risk grading. Does he share ideas to make Saathi better.