Birla sunlife

Poornima Dalia Sandeep

AUM – 19725 Crores .Company profile… • Established in 2000 • JV between Aditya Birla Group – Sunlife Financial Inc • Known for its innovations • 600 branches. 1 47 900 advisors – 1500 towns • Capital base – 2450 Crores.

CFO Amitabh Verma. COO Sashi Krishnan.Management Team: Jayant Dua. CEO Mayank Bathwal. CIO .

Mission: • To help people mitigate risks of life.Vision: • To be a leader and role model in a broad based and integrated financial services business. and money at all stages and under all circumstances •Enhance the financial future of our customers including enterprises . accident. health.

Values: • Integrity •Commitment •Passion •Seamlessness •Speed .

• Rural solutions. • NRI solutions.Product Lines: • Individual solutions. . • Group solutions.

Personal Solutions: .

Are you leaving your dreams to fate ?? .

Thaat Chalte Hai Warna.’ .‘Jab Tak Balla Chalta Hain.

NotjobsButPassion .

income stops. but expenses don't .During retirement.



Retirement/Pension Plan BSLI Dream Life Plan BSLI Classic Life Plan BSLI Immediate Income Plan Birla Sun Life Product Table: Retirement/Pension Plan Retirement/Pension Plan Retirement/Pension Plan BSLI Secure 58 Plan Child Plan Child Plan Child Plan Term plan Term Plan Term Plan Savings & Investment Plan Savings & Investment Plan Savings & Investment Plan BSLI Dream Child Plan BSLI Classic Child Plan BSLI Bachat Child Plan BSLI Term Plan BSLI Premium Back Term BSLI Networth Term BSLI Rainbow Plan BSLI Platinum Advantage BSLI Dream Endowment Plan Savings & Investment Plan Savings & Investment Plan BSLI Money Back Plus Plan BSLI Guaranteed Bachat Plan Savings & Investment Plan BSLI Bachat Endowment Plan Savings & Investment Plan Savings & Investment Plan BSLI Bachat-Money BSLI Classic Endowment Plan Health Plan Health Plan BSLI Health Plan BSLI Universal Health Plan .

Selling: • Direct personal selling • Bancassurance • Personal relations • Existing policy holders .

Differentiation: • Learning Centre • Business continuity plan • Free look period • Marketing • Sales illustrations • Products for diversified customers and uses • Lowest outstanding claims • Discloses Portfolios • Ease of getting a policy .

Awards In Branding: Best IAC – Not jobs but Passion .2011 .2011 Best usage of media – AAA of India & Bombay Advertising club .

Interacting learning and Networking – APPIES .2010 .

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