Professional Documents
Culture Documents
ipt
ion
St
ream :
HR/
Finance/Oper
ati
ons/Sal
es&Mar
ket
ing
ABRIEFABOUTTHECOMPANY: -
I DBIFeder al Lif
eI nsuranceCompanyLt d.,isthefastmov erandr atedamar ketl
eaderintop10
trust
wor thyinsur ancecompani es.Compr isi
ngofanener get
ic,enthusiast
icandcreat
iveteam,
I
DBIFeder al hasexpandedwi t
hinashor tspanoft i
met oat eam of1000+peopl eandachi ev
ed
break-evenpoi ntinjust5y ears,growingfurtherataveryaggr essiverateonaweeklybasis.
Acar eerint heI ndianInsurancesect orcanbequi techall
engingbutal sorewardi
ng.The
insurancei ndust ryinIndiaisthefift
hlargestlif
einsurancemar ketint heemergi
nginsurance
economi esgl oballyandisgr owingat33%perannum
OnJobTr
aini
ngRol
esandResponsi
bil
i
ties
HR*:
-
Candidat
ewoul
dber esponsibl
etohandl
eendtoendrecr
uit
ment
Sourci
ngandconducti
ngtelephoni
c&facet
ofaceInt
ervi
ewfrom execut
ivet
omanager
ial
lev
elt
hrough
di
fferentport
alsli
keNaukri,i
ndeedet c..
Fol
lowupwi t
hcandidatesfortheirdocumentsandJoini
ng
Maintaini
ngresumeDat abase,responsiblef
orj
oini
ngformali
ti
estil
lemploy
eecodecr eati
on
Recruiti
ngoffi
nancialadvi
sors,
traini
ngthesame&gener at
ingbusinesswit
hsameadv i
sors
I
nterviewprospecti
vecli
entstogetdat aaboutt
heirfi
nanci
alresour
cesanddiscussexist
ingcov
erage
&Expl ai
nthefeatur
esofv ari
ouspol i
cies
Analyzecl
ients'
currentinsurancepol i
ciesandsuggestaddit
ionsorchanges
Customizeinsurancepr ogramst osuitindi
vi
dualcli
ent
s
Vali
dati
onofcust omer sfinancialneedsbasedont hei
rrequi
rement
Fi
nance*
:-
EducateYourClients.
:-Asl i
feinsuranceoptionshavemulti
pli
ed,cl
i
entsincr
easi
ngl
yneedsomeonet
o
educat et hem ont hedi fferentt ypesofpol i
ciesav ailable.Whent heyunder st andt hedi ff
erentt ypesof
poli
cies, theycanmakei nf ormeddeci sionsaboutwhat ’sbestf ort hem andt heirfami li
es.Asy out each
yourclient s,t
heyl ear nt ot rusty ouandr elyony oursol i
dadv i
ce.
PainttheBi gPi cture:-Whensel l
ingl if
ei nsur ance, youhav ear esponsi bil
it
yt ohel py ourcli
ent sseet he
bigpictur e.Howwi l
l thei rli
feinsur ancepol i
ciesf itthei rov erallfinancialgoal s?Dot heyneedt omake
adjustment stot heirpol i
ciesbecauseoff inancial orf ami l
yr elatedchanges?Ast heirli
feinsurance
agent,y oucanhel panswert hesequest ionsandr esol veanyconcer ns.
BeaConsul t
ant :
-Whenmaki ngl ong- termf i
nanci al deci sions, mostpeopl el iketoconsul twi t
hexper ts.
Demonst r
atet haty ouar eanexper tinlifeinsur ancebyshar i
ngy ourexper tisewi tht hem.Pr ovide
accurat ef actsandf igur es, andbeav ailablet ospeakwi tht hem anyt imet heyhav equest ions.I ncrease
yourcr edibili
tybypr esent i
ngchar t
sandgr aphsspeci fict ot heirper sonalfinanci al sit
uati
ons, andst ay
currentoni ndust r
yt rendsandnewi nfor mat i
on.
BeaLi ai son:-Youar et heconnect i
onbet weeny ourcl ientandt hel i
feinsur ancecompanyor whol esale
l
ifeinsur ancebr okerage your epr esent .Ifyourcl ienthasapr oblem wi ththecompany ,beal iaisonand
tr
yt ofigur eoutwhatt hepr oblemsi s.Wheny ousel l apol icyandt hendi sappearcompl et
elyf r
om y our
cli
ent’slife,youl osecr edi bili
tyandf utur ebusi nessf rom t hecl ientorf rom r eferrals.Ifaclienthasa
simplequest ionaboutbi ll
ingoranaddr esschange, geti nv olvedandseewhaty oucandot osol vethe
problem oratl eastdi r
ectt hecl i
entt osomeoneatt hecompanywhocanhel p.Suchexempl ary
customerser vi
cepr ov est oy ourcl ientst haty oucar e.
BeThor
ough:
-Whenmeet
inganewcl
i
entf
ort
hef
ir
stt
ime,
ref
rai
nfr
om r
ecommendi
ngapar
ti
cul
ar
poli
cytooquickl
y,evenifyou’
reprettysur eit’
sther i
ghtonef orthem.Instead,askal otofquestionsi
n
yourini
ti
ali
nterv
iewt ogetathoroughpi ctureoftheirneeds, curr
entfi
nancialsit
uation,andfuturegoal
s.
Youreffor
tshowsy ourcustomerthaty oucar eaboutf indi
ngapol icyt
hatmeet st heirspeci
fi
cneeds.
SeekNewCl i
ents:-Toensurefuturewor kf oryoursel
f,seekoutnewcl ientsregularl
y.Ifyoutreatyour
curr
entcli
entswell,t
heywillr
eferthei
rfriendsandacquai ntancestoyou.Youcanal solookfornew
cli
entsthr
oughnewsl et
ter
s,ads,doorappr oaches,presentati
onsatsemi narsandwor kshops.
Sal
es&Marketi
ng*
Desi
gnandimpl ementeff
ect
ivemarketi
ngst r
ategi
estosel
lnewinsurancecontr
acts
Cont
actpotent
ialcl
ient
sandcreat
er apportbynetwor
king,
coldcal
li
ng,usi
ngreferr
alset
c..
Appr
aisethewishesanddemandsofbusi nessorindi
vi
dualcust
omersandsel l
thesuit
ablepr
otect
ion
pl
ans
Coll
ectinfor
mat i
onf r
om client
sont hei
rriskpr ofil
esinor dertooffert
hem t
hepropersol
uti
on
Preparereport
st oshareholder
sont hesuccessofy ourbusinessendeavors
Retai
ncont i
nuousawar enessoft r
ansactions,salesandt ermsandkeepr el
ati
verecor
ds
Checkinsuranceclaimst osoli
dif
ytrustandsaf eguardreput at
ion
Frequentlyr
epleni
shjob-specif
icknowledgeandappl yitont hefi
eld
Fulf
il
lallcompany -
establ
ishedpoli
cyobligations
Oper
ati
ons*
Handli
ngofcust omer sKYCDocuments
KYCv eri
fi
cation&Val i
dati
onsasperAMLGui deli
nes
Proposalfor
msVal idati
onasperAMLgui deli
nes
ARFFor msv ali
dat
ionandsendingforapprovalt
or el
easeURNNumber s
Handli
ngofUnder wr i
ti
ngworktorel
easelif
einsurancebusi
nesscont
racts
Daytodayoper ati
on’swork
Benefi
ts*
1)Achiev
ementAwar ds&Rewar ds*
Punct ual i
t yAwar d&Rewar d
Act i
v ePar ti
cipationAwar d&Reward
Knowl edgebasedAwar d&Rewar d
At ti
tudebasedAwar d&Rewar d
Ski l
lBasedAwar ds&Rewar ds
Habi tLev el Awar d&Rewar d
St aroft hemont hAwar d&Rewar d
St aroft hePer formerAwar d&Rewar d
2)Sti
pendPay out( PerformanceBased) *:
-
Lev el-
1: FastTr ackRapidStart
erR-45Level Mi
nimum:Rs.
5000/-+Incent
ives
Lev el-
2: FastTr ackRapidStart
erR-75Level Mi
nimum:Rs.
7500/-+Incent
ives
Lev el-
3: FastTr ackRapidStart
erR-100LevelMi
nimum:Rs.
10000/-
+Incent
ives
Lev el-
4: FastTr ackRapidStart
erR-125LevelMi
nimum:Rs.
15000/-
+Incent
ives
Lev el-
5: FastTr ackRapidStart
erR-150LevelMi
nimum:Rs.
20000/-
+Incent
ives
Lev el-
6: FastTr ackRapidStart
erR-200LevelMi
nimum:Rs.
30000/-
+Incent
ives
Lev el-
7: FastTr ackRapidStart
erR-250LevelMi
nimum:Rs.
50000/-
+Incent
ives
3)Tr
ips*
Level1:Terri
toryLev elTrip-Oneday
Level2:ClusterLev elTrip-Twodays
Level3:Regional Level Tri
p-ThreeDay
s&1day3St arHot el
accommodati
on
Level4:National LevelTrip-3Days&3StarHotel
accommodat ionwit
h5Starhot
elf
aci
li
ti
es
Level5:I
nternational LevelTr
ip-4Days&5StarHotelaccommodationwi
th7StarHot
el
Facil
i
ties
Minimum Busi nessGuar ant y(
MBG)Nor ms*
Ev eryonemustachi eveMi nimum Busi nessGuar antyNomr stogetbenefit
s.
Skil
ls
MBGf orSal es: 25%
MBGf orRecr ui t
ment :
15%
MBGf orFi nanci al NeedAnal ysi sandResear ch:10%
MBGf ormar ketingr esearch, bar ndpr omot ion,adverti
sing&LGact ivit
ies:
10%
Sel ectedSt ream ski l
lweight age: 40%
CorePr oject
Pr ojectRepor t:100%wei ght ageonSel ectedSt ream topic
Wehav emor et han100pr ojectt opicsf orHR, Finance,
oper ati
ons,
Sales&Mar ket
ing
Wewi llhelpt osel ectcorepr ojecttopi cf orHR, fi
nance,operati
ons,
Sales&mar keti
ng
Traini
ng&ot herbenef its*
5Day sOJTmandat ory
Wor kf rom homef acil
it
yav ai
lablewi t
ht erms&condi t
ions
Fl exibl
eWor kt imi ngs
Oppor tunityt oat tendnat ional &i nternat i
onal conv ent
ions
Est ablishani dent ityforyour sel f
Ear nRewar ds&Recogni tion
Car eerGr owt h
Select
ionPr ocess*
Regi stration
Apt itudeTest
KYCVal i
dation( Requi r
edKYCf orvalidation: Resumecopy ,ColorPhoto,XeroxPAN&
AadharCar d, Xer oxEducat ional Memo' s, 1YearBankaccountSt at
ement&Bank
passbook/ Cancel l
edChequel eaf
Tel lphonei nt erview
Of fer&Accept ancy
PPO*
PPOopt i
onbasedonper for manceandwi ll
ingness
Wor kLocat ions&Ti mi ngs*
WarangalLocat
ion.-Ti
ming'
s:9AM t
o6PM
HyderabadLocati
on-Ti
ming'
s:9AM t
o6PM
Khammam Locati
on-Timi
ng'
s:9AM t
o6PM
Accommodat
ion
Companyteam l
eader
swil
lhel
pyoutopr
ovi
dePGhost
elaccommodat
ion
PGHost
elCostatHyderabad(5Kto8Kpermont
h)
PGHost
elCostatWarangal(4Kto6Kpermont
h)
PGHost
elCostatKhammam (
4Kt
o6Kpermont
h)
Not
e:*Ter
ms&Condi
ti
onsAppl
i
cabl
e
Cont
actdet
ail
s&address
ContactPer
sonName: Bi
jj
am Anj
iReddy(
MCA&MBA) .
,
Mobil
eNo:+917036862017|
E-Mail
:
-Bij
j
amanj
i
reddy
99@gmai
l
.com
*
**ThankYou*
**