Before the meeting, executive needs to fill in the below details in PFR so that
time is saved
o Customer details like Name, DOB, and Contact Details.
o Home loan account no, amount & HL cover required
o Spouse & Children’s name & age.
Ensure PFR on every call. If 1 st call is a Joint Call with HLE, then either
do PFR once HLE has left or do PFR in the next call.
Below points to be taken care while doing PFR (please refer the PFR
script for your reference)
o Meeting opening & rapport building
o Tax implication- 24B, 80C, 80D, 80CCF etc.
o Liability Calculation- HL Liability, Household Expenses, Childs
Education & Marriage Liability
o Saving needs/ Future Value- Childs Education/ Marriage, Retirement
o Collect data for selling Motor Insurance, Health Insurance & FD.