Bajaj Allianz

Welcomes you
Kirit  Ganatra Shruti Joglekar Roshan Gupta Rajendra Kadam

Who Are They ?

Shalu Bangar Mahesh Rane

Anand Gautum K Atmaram Mary Pavalov Manisha B.

They make money

They are famous

They changed their lives

They have fulfilled their dreams

Take some time to think…
All that you have dreamt for your future…

Am I financially strong, to take care of my Dreams?

We are ready to open the ideas,

for genuine open mind
 Well, so can you

Rediscover Your Business Potential With

 History of Life Insurance in India

Rich Class

Risk
Before 1999 Middle Class
Tax
Lower Class

Agent (No Professional Training) SA=10k ,20k, 50k

All Banks

All Insurance
Companies in India

RBI
All Telecom

 1999- Formation of
IRDA Insurance
Regulatory Development
Authority
TRAI
 License were given to
initially 11 company
total 24 till date
Eg :-
2) Bajaj Allianz Life Insurance Co  This are financial Icons of
Ltd, India ,
3) Birla Sun Life Insurance Co Ltd ,  Has great credibility in Indian
4) Aviva Life Insurance Co Ltd, Market ,
5) Tata Life Insurance Co Ltd ,  Has very sound financial track
record
6) Reliance Life Insurance Co Ltd ,
 Major contributors in Indian
7) HDFC Life Insurance Co Ltd ,
Economy
8) ICICI Prudential Life Insurance Co
Ltd
 Insurance Consultant
( Professional Training and approach )

Agent Risk
( No Professional Training )

Tax
Eg. - CA , Doctors
Investment ( Consultancy Approach )

 Small Sum Assured  Consultancy Approach

 No need base selling  Need Base Selling
 No professional approach  High Premium Size
 Small Premium Size  Focus on all class
 Investment for Rich class
 Taxation and saving for
Middle and Lover Class
 Insurance Consultant has
become Financial
Consultant
 “Bajaj Allianz Life Insurance Co Ltd
- A Growing Force”
 
 Joint Venture between Bajaj Finserve = 74% & Allianz SE = 26%
on 12th March 2001.
 
 Both enjoy a reputation of expertise, stability and strength with local & global
expertise & experience.
 
 Bajaj Allianz has satisfied customer base over 1 crore .

Strong distribution network in India with over 1000 office and over 3 lakh agents .

 Pan India Banc assurance Tie Ups i.e. Dena Bank , Standard Charted Bank etc.

US based Conglomerate “Berkshire Hathway” led by Warren Buffet enters Indian
Insurance industry as a corporate agent for general Insurance .

Chief Executive Officer – Mr. V Philip .

 “Profit , Solvency Margins & Claim settlement ”

 Bajaj Allianz is one of the most profitable companies in Life and General
sectors.

 Most Profitable Pvt. Life Insurance Co from last 5 yrs .

Profit in FY 06-07= Rs.63cr
  Profit in FY 2009-10 = Rs.427 Cr.
Profit in FY 2010-11 = Rs.1057 Cr.
  Profit in 2011-12 = Rs.1313 Cr.
Profit in 2012-13 = Rs.1286 Cr.

 Solvency ratio stood at a healthy 643% as on 30th Sept 2012 as against

the minimum regulatory requirement of 150%.

 Total Assets Under Management = 40,248 crore.

Highest % claim settled by Bajaj Allianz = 97.89 % :- Economic times

Wealth July 2011.
 “Bajaj Auto”
  

 Bajaj Auto Ltd, the flagship company of the Rs. 8000 crore.

 Bajaj group is the largest manufacturer of two-wheelers and three-

wheelers in India and one of the largest in the world.

A household name in India, Bajaj Auto has a strong brand image &
brand loyalty synonymous with quality & customer focus.

A strong Indian Brand – “ HAMARA BAJAJ ”.

One of the largest 2 & 3 wheeler manufacturer in the world.

21 million+ vehicles on the roads across the globe .

Managing funds of over Rs 4000 cr.

Bajaj Auto finance one of the largest auto finance cos. in India
.
 “Allianz SE”

Established in 1890, 123 yrs of Insurance expertise.

Worldwide 1st by Gross Written Premiums –3533 million Euros.

 50 % of global business from Life Insurance, close to 60 million lives

insured globally.

More than 70 countries, 1,53,203 employees worldwide, 75 million

customers worldwide.

Insurance to almost half of the Fortune 500 cos.

22nd largest corporation in Fortune 500 cos.

Some of famous Claim given – Titanic , WTC .

 Why People are buying Bajaj Allianz’s product ?
“Bajaj Allianz Returns on Investments”
 
 Bajaj Allianz Ulip returns are best among equity oriented plans :-
The Financial Express -18th July 2011.
 
Bajaj Allianz’s Equity Plus is No 1 performing fund with highest return of
48.16% :- Outlook Money – 15th January 2006
 
 Most of Bajaj Allianz Life Insurance funds are in the top quartile in the Fast
Funds category . 8 of the 11 funds have beaten theirbenchmark
:- Outlook Money – 16th December 2009
 
The best performing funds in the Fast Fund category across various periods is
from Bajaj Allianz Life Insurance :- Outlook Money – 16th December 2009.
 
 
Chief Investments Officer for Bajaj Allianz Life Insurance Co. Ltd Mr. Sampath
Reddy
 
 Not Only in ULIP
But BAJAJ ALLIANZ Gives very Good Return in Traditional Product Also
Fy 12 13 Compounding Bonus :-
What will I earn ?
Assumption
Calls per day = 1 Total in a month 30
Average investment 25000 /
30 % conversion 10
Total Business = 250000/-
20% Commission 50000/-
How Much Min Money Anybody Can Save
In Year ? Min In Year ?????

10,000 to 15,000 …. In Year …Easily….

Meet Your Friends , Relatives , Neighbors & Colleagues

Tell Them About Savings & Investments
from BajajAllianz.
Min 4 Policy In A Month with 10 to 15 K Avg
Total 50,000 Premium with 4 Policy

You Can Earned More Than 4.5 Lac Anually

 Lets Do 15 K X 4 Policy Every Month

PRF ( Performance Review Forward 50 K & 4 NOP)

PRF in 1 to 3 month =1750 X 3 month= 5250/-

PRF in 4 to 6 month =2250 X 3 month= 6750/-

PRF in 7 to 9 month =2750 X 3 month= 8250/-

PRF in 10 to 12 month =3250 X 3 month= 9750/-

PRF Total Benefit = 30,000/-

 Min 50000 X 12 Month = 600000
1 lac X 12 Month = 12 lac in year

20 % Commission = 2.40 lac

2nd Yr Renewal Commission- 5% = 60 k

3rd Yr Renewal Commission- 5% = 60 k

Total Commission = 3.60 lac
 What about 4 NOP X 12 month = 48 NOP
Can we have 50 Lives from this ?
Are we achieving any Special Club

With 12 lac and 50 lives ?

Gold Club = 22500/-

What about Monthly IC Competition ?

5 % of 12 lac = 60000 /-
 How Much I Have Earned?

PRF Total Benefit = 30,000/-

Total Commission- = 3,60,000/-

Gold Club = 22,500 /-

Monthly Competition = 60,000 /-

Total = 4,72,500 /- ( 35% plus)

 International Club
MDRT : Million Dollar Round Table
COT : Court of the Table
TOT : Top of the Table
 MDRT is the Premier Association of Financial Professionals, It is an
international, independent association of nearly 36,000 of the world's
leading life insurance and financial services professionals from more
than 430 companies in 78 countries.

 MDRT members demonstrate exceptional professional knowledge,

strict ethical conduct and outstanding client service.

 MDRT membership is recognized internationally as the standard of

sales excellence in the life insurance and financial services business.
 Bangkok Australia Dubai

International Convention From BALIC 12/13

Macau Brazil
Switzerland
If you seriously want to earn
we seriously want to help….

If you have taken decision

You need to take IRDA License

Initiate necessary documentation :-

1) 12th pass mark sheet , 2) Residential Proof , 3) Pan Card ,
4) Passport Photograph –5 with Blue Back Ground

Finish your “Prospective 200”

Take the next batch training launch date for 4 day

Lets Do The Beginning….

Thank you!