
Welcome to Intelligent Consultancy
Tele-consultant training (mandarin)
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 (no more) **
Finish watching?
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Watch video 11,12 (No more)
**11) Tele+Consultant SOP and tips (No more) **
**12) Tele + Consultant template (No more) **
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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 (No more here)