
Every FSA should know the product completely. Must be aware of the competitor’s
product and should be able to handle common objections from customers.
For any new recruit joining, the following training schedule will apply:
There are five phases of training, which are spread over the first month i.e. 25 working
days:
Phase I:
Every FSA should ensure that within 6 days of joining, he has read & understood all
products including life, non life- motor, health, HSP, Deposit & MF.
Location head to provide the training with the help of SLIC, Ergo and various AMC’s.
3
Phase II:
In the next 6 working days he should fully understand the PFR. Location Head to give
training on PFR with help from Shilpa. FSA to clear the audit test conducted by Auditor,
by the 6 th day.
Phase III:
In the next 6 days, he should do minimum18 joint calls with FSA’s. These will be
observation calls where he will understand the usage of PFR & how closures are done.
Phase IV:
In the next 5 days, he will do joint calls with CAM, TM & Location Head. These will be
first demonstration calls & then observation calls. The FSA will be certified as trained &
capable of doing closures himself both by the CAM & the Location Head.
Phase V:
In the balance 2 days our training team will conduct the common induction program with
mortgage team and will also conduct product tests.