Lets get started, watch video 1,2,3 + (est 102 mins)

**1) Introduction to personal loan and credit cards (28 mins) **

**2) Bank offer (Ploan and credit card) (48 mins) **

**3) Customer profile assessment (26 mins) **

Finish watching? It's time for assessment before proceed to next video. Find your leader now.

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Done basic assessment? watch video 4,5,6 (est 148 mins)

4) CCRIS record (50 mins)

**5) CCRIS Problem and solution (68 mins) **

6) Settlement Procedure (30 mins)

Finish watching? It's time for assessment before proceed to next video. Find your leader now.

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Done CCRIS assessment? watch video 7 (est 63 mins)

**7) Commitment and DSR (63 mins) **

Finish watching? It's time for assessment before proceed to next video. Find your leader now.

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Done loan calculation assessment? Watch video 8,9,10 (est 148 mins)

**8) Documents needed for both employee and self employed (33 mins) **

**9) Consultant communication skills (33 mins) **

**10) Getting started - Telemarketing script and explanation (82 mins) **

Please take note that some of the requirement has changed, please refer to your leader.

Finish watching? It's time to do telemarketing practice and role play. Find your leader now.

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Done telemarketing practice? Watch video 11,12 (est 108 mins)

**11) Tele+Consultant SOP and tips (70 mins) **

Watch part by part is better to avoid confusion. Minute:

11:47 - (tele part)Before you start calling

27:26 - (tele part) When you have interested customers

33:15 - (tele part) Key KPI end of the day

38:28 - (Consultant Part) to follow up qualified leads

55:36 - (consultant part) Create customer profile in Drive

01:01:10 - (consulant part) Communication with loan processor

**12) Tele + Consultant template (2 hours) **

Download your consultant SOP guide here

Download here : LINK

**Download your Summary PPT of training **

Download here : LINK

**Get your tele-consultant template here **

Get it here : LINK

Get consultant communiation case study here

Get it here : LINK

You are done, congratulations. Watch the below extra knowledge videos when you are free.

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Get some extra knowledge here. Video 13,14

13) P2P Simple knowledge (20 mins)

14) Simple mortgage loan knowledge and Cash back project (33 mins)

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Already picked up consultant job? Learn how to check case. Video 15

15) Basic Analyse Case ( 43 mins)

Watch it best after 1-2 months after your starting date. Watch too soon hard to get the concept.