Sample Tele-call Skill Assessment

You are calling a new Prospect (Mr. Bhavik) at 10:30 AM on Tuesday. You received the contact from a friend of yours. The customer picks up your call, and you say : -

Hello.. Is this Mr Bhavik?

Hi, Good Morning Sir. My name is ______, I am calling from ABC Insurance….

Hi Mr Bhavik, Good Morning… This is _____ Calling from ABC Insurance

Hi Sir, I am calling from ABC Insurance

Customer: Yes, May I know who is calling?

I am ______ calling from ABC Insurance.

Good Morning Sir, My name is _____ and I am calling from ABC Insurance

My name is __________, calling from ABC Insurance

My name is ___________

Customer: Ok...

Is it the right time to talk?

Sir, Are you busy now?

Can I talk to you for two minutes?

Am I calling you in the right time?

Customer: Yes I am Busy

Oh I am Sorry Sir. May I know when It would be ideal to call you back?

What time should I call you back?

Ok Sir, shall I call you after two hours?

When will you be free Sir?

Customer: Regarding?

We have introduced a new investment plan which is suitable for people like you. For that I would like to meet you in person so that I can explain you the benefits.

We have some beautiful investment plans that are linked with insurance which can help you to plan for your future. Can I meet you today to explain you the details?

Its to talk about an investment plan that can help you multi-folds to meet your financial requirements. Can I meet you today evening so I can share the details?

We have an interesting investment plan that can give your higher returns. So if you can give me an appointment, I can share the details with you.

Customer: Yes... What is it regarding?

I am a Certified Advisor with ABC Insurance and I help to prepare Financial Goal Sheets and to do Financial Planning for people like you. I would like to meet you in person to show you how much you can benefit from my services, and it would take only 20 minutes of your time. Can I meet you by today evening 3.30 or by 6.30?

We at ABC Insurance provide consultation for personal finance for individuals like you, and I am a certified personal financial adviser to do the same. For this purpose, I would like to meet you in person and it would take only 20 minutes of your time. Will today evening 3.30 be fine or by 6.30?

As a certified adviser with ABC Insurance, I Specialize in helping my clients achieve their financial goals in a progressive and structured manner. I would like to meet you in person to show you how much you can benefit from the services that I provide, and it would take only 20 minutes of your time. For that, can I meet you by 3.30 today evening or by 6.30?

As a certified financial adviser with ABC Insurance, I help people to plan their money wisely to take care of the life priorities and for this I would require 20 minutes of your time. Will 3.30 today be convenient to you or can we meet by 6.30?

Customer: Can we meet tomorrow by 6.30?

Sure Sir, can I note down your address so that I can be there on time?

Sure Sir, Where should I come down?

Sure Sir, can u tell me your address?

Sure Sir, I will reach by 6.30 tomorrow

Customer: My address is - A4, TNC Life Styles, 244, Ram Mandir Road, RT Nagar

Thank You Sir.

Ok Sir, Will meet you tomorrow by 6.30

Thank you for your Time Sir. Will meet you tomorrow by 6.30

Thank You Sir, Have a Good Day

Customer: Call me after two days

Ok Sir, Thank You

Customer: Call me after 7:30 PM

Ok Sir, Thank You

Customer: No, Call me Tomorrow

Ok Sir, Thank You

Customer: Im Busy the Whole day, Sorry.

Ok Sir, Thank You

Customer: Sorry, I have made my investments, And not interested, Thank you

Ok Sir, Thank You

Customer: No Sorry, I am not Interested

Ok Sir, Thank You

Sample Tele-call Skill Assessment

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