JOB DESCRIPTION

Working with UAS International Group of Companies my On-the-Job project has been a
learning experience for me, which will definitely prove helpful in my future career.

The Job Description of my work profile at UAS International Group of Companies has two
Main Business products are following: -

Biggest Task is to do sales and marketing of the company two major business are
following: -

1.Wealth Management

2. Travel and Tourism

1.Wealth Management: -

In Wealth Management UAS international Group of Companies gives a task that selling and
marketing the Life Insurance Policy that is “India First Life Insurance Policy”.

Product: - “India First Life Insurance Policy”

2. Travel and Tourism: -

In Travel and Tourism industry business company gives us task to sale the certification
program.

Product: - Certification Program on Travel & Tourism Industry

Certificate Program Topic: -

2 DAYS CERTIFICATION PROGRAM IN TO OUTBOUND OPERATIONS

“UNDERSTANDING THE BASICS OF OUTBOUND OPERATIONS IN TRAVEL
INDUSTRY”

In the Job all types of tasks where I assigned for various topics Presentation, Selling and
Marketing of the company’s business products.

The Amount of work I had done over there is explained by each and every task in this job in
detailed manner are following: -
Task 1: -

Presentation on ADDIE (Analysis Design Development Implementation Evaluation) Model

and Types of interviews.

Task 2: -

 Presentation on Flow of taxation, Person (sec.2(31))

1. Body of individuals
2. Hindu undivided family
3. Association of Persons (AOP)
4. Body of Institutions
5. Local Authorities
6. Artificial Juridical Persons
7. Firm
8. Company.

 Presentation on HEADS OF INCOME.

1. Salary
2. House Property
3. Business or Profession
4. Capital Gain
5. Other sources

Task 3: - Comparative analysis on Old Income Tax Slab and New Income Tax Slab on

Given amount:

50,00,000 and 25,00,000

and analyze which tax slab is better in today time.

Task 4: Social media task

Task were announced we have to do the marketing of the company official profile on social
media platform like Instagram ,Facebook.
Those who will market the social media profiles and give them 100 and more followers only
they can get the appreciation letter from the company.

Methodology: - including the tasks involved, Social Media knowledge and skill set required
to perform this job, the responsibilities attached to the job the person is followed the perfect
page or not and people should have abilities required to perform the social media task
successfully.

Agile Method: - It’s a type of process where our demands and solutions evolve through the
collaborative effort of self-organizing and cross-functional teams of many people that are
performing the social media task.

Follow up method: - by using follow up method we take the follow up that particular person
followed the company’s official page or not if not them tell them to do that if its interested.

Task 5: Presentation on Different financial SECTORS

 Presentation on Different financial SECTORS following

1. Mutual Funds
2. Share Market,
3. Pension,
4. Employee Provident Fund,
5. Gold,
6. Post Office,
7. Banking Sector,
8. Public Provident Fund,
9. Real Estate,
10. Insurance

Task 6: - To sale the India first life insurance policy

After these presentations, product launch was done. The product was “INDIA FIRST LIFE
INSUARANCE” and we were given a free hand to sell the product through online or offline
mode with our own respective contacts

From 5th July Sales period was started and all the students were trying to sell
“INDIA FIRST LIFE INSUARANCE” to their respective contacts.

Task 7: To Achieved special Recommendation letter from various head managers of

UAS international Group of Companies.

Methodology: -

Competitive Market Analysis Method: - compare the product positions in the external
marketplace. Specific data is collected from published sources, and find out the how our
product is better than the other competitors and the value of the position within the
competitive market is determined based on the data. Show the data competitive data to the
customer to know that our product is how much better than other product in the market. Show
them higher returns of our product compare to other product .so that they are more interested
and fully convinced to buy our product.

Observation Method: - when the product is launched observe the key features of the policy
what kind of points I will explained to my client, what are the benefits, what are the bonuses
that client will receive at the time of maturity. Observe the need of the clients and what
he/she want from this policy what services they want from the policy and by observing I get
this client important data and solve their query regarding the policy and explained them very
well because I observe and learn all things deeply.

 Follow up method: - by using follow up method I take the follow up of the client in
one day for five times and clear all his doubt and explained them well about how
much high returns you will get from this product and convinced him to buy the
product.
 Submit all the mandatory documents as listed below
1. Aadhar Card (front and back)
2. PAN card
3. Live photo (head to toe picture)
4. Cheque (in the name of India First Life Insurance Co. Ltd.)
5. First page of passbook
6. Last one month bank statement.
7. Take Follow up of every client who submitted proper mandatory
documents or not if not then correct the client and then share to
reporting managers.
Task 8: Announcement of Exclusive Contest of the season 2021 of UAS International
Group of Companies Given

DIP Program (Domestic Immersion Program Contest)

Methodology: -

Personal Observation Method: -

 Knowledge of the policy, skills to present the policy to customer and abilities to solve
their query.

 Work activities and behaviors of the clients find the free time to approach them.

 Interactions with Mentors and reporting to managers about the client meeting and
their doubts (internal and external).

 Performance standards.
  Client Financial budgeting whether he/she will afford or not and if not try to pitch the
client for lower amount of premium.

Six sigma methodologies: -

We have to do so much efforts to achieve stable and predictable process results that are
crucial to UAS International business success. Stop what you’re doing analyzing the task and
consider what went right or wrong and learn from the mistakes and improve yourself and
explain the product to client in best way and clear all his/her doubts. All processes can be
defined and analyzed in detail, and therefore we can improve our product explanation,
understand what clients wants from our product: if you control the inputs, you can control the
outputs.

Six sigma Main methodology DMAIC: -

D: Define customer needs from our Policy, Policy requirements, and future goals.
M: Measure the key aspects of the current process. “When we start to understand our
process and collect all the India first life insurance policy data.”
A: Analyze data. “From analyzing which Policy information will attract the customer most,
what are the key features of policy and what number of high returns can we get from this
policy term that we need to analyze it.
I: Improve the Communication with client and also knowledge improvement of India first
life insurance policy so that we can understand our client better about this policy.

C: Control future implementations of the India first life insurance policy to ensure that we
had proper knowledge about the policy and can’t failed to explained ant one in future.

Job classification method: -

The job classification, done correctly, is a thorough description of the job responsibilities of a
position without regard to the knowledge, skills, experience, and education of insurance
industry and individuals currently performing the job. Job classification is most frequently,
formally performed in large companies like UAS International Group of Companies.

Follow up method: - by using follow up method, I take the follow up of the client in one day
for five times and clear all his doubt of my all-positive clients and explained them well about
how much high returns you will get from this product and convinced him to buy the
product.by using follow up method the clients are ready to buy my product and I completed
1,05,000rs target. And I qualified for DIP Program of the company.

• Daily Call Reporting: where in reports about the number and types of
communication performed are submitted to the Reporting Managers and we have to
report the managers through call 3 times in a day like morning, afternoon, evening.
• Daily DSR (Direct Sales Report) Reports: -
• Rules for the DSR Reports
• Whenever you are going to meeting you have firstly informed to managers and then
give the live location of the meeting. We were also told that we have to prepare DSR
(Daily Sales Report). In the DSR, we have to prepare an excel file and in that excel
file we have to write all the details of the client’s name, client relation, intern name,
intern mobile number, date of the meeting, time of the meeting, amount of the deal,
status of the meeting. Live Location of the meeting and send to all reporting
managers.
• Rules for the Clients Response
In status of the meeting, we have to write “Interested” if the deal results if client is
ready to take the meeting know the details about the product or the deal result is
interesting, we don’t know fixed with the client. We have to write “NEGATIVE” if
the deal results being cancelled or the client say no for any reason. We have to write
“POSITIVE” if the deal results fixed with the client. If you are taking the meeting if
the client is interested “follow Up” and if the follow up is positive then (follow up
positive) and if the follow up is negative then show (follow up Negative). make excel
sheet like this and Submit daily DSR Report to reporting managers.
 Meeting Management: in which status reporting to all reporting managers and my
mentor about each and every meeting of my clients, where I can go for the meeting or
meeting take through zoom meeting has to take their screenshots and excel sheets
provided with all client’s details, meeting places, time management for all the clients
meeting took their proper follow-up of all the positive clients also and negative clients
also to convert those deals.
 Time Management: - Time is most important here in this selling and marketing of
India first insurance Policy and Travel & Tourism Certificate. Take proper follow up
time to time the client will definitely interested he/she will buy the product. Firstly,
take the free time of client where client is free to listen about the product and will
 interested to buy the product .so Sunday is the best time to for the meeting with
maximum clients also I took the evening time for meeting so clients are almost
they’re at home, so I need to manage my time according to every client. I give at least
3hrs to every client to give them presentation and detail explanation about the
product.
 Clients’ knowledge about Policy Plan: - to communicate with the clients give them
detailed explanation about each and every policy and confirm their policy term plan
for 12 years or 15 years. guide them the best term plan where he gets high returns
from their investment.
 Clients’ knowledge about Policy Terms and Condition: -
 to communicate with the clients give them detailed explanation about each and all
policy terms and conditions. this is very important clients must have to know term
conditions perfectly so that they can take the better benefits from this policy. I shared
pdf file with all detailed knowledge about the India first life insurance policy to every
client to know the all details of policy and its terms and condition.
 Selling & Service of the Product: - after the meeting the client is interested in buy
the product then sells the product. Before selling take their compulsory documents
such as Aadhar card, PAN Card, Bank Passbook, Bank 1 Month Statement, live photo
of client (From head to toe) and send this all to reporting managers. And fill the
google form from the clients and in the google form make sure that they will fill your
name in the intern name properly and with all their details submit the google gorm
and after that it goes to India first Life insurance company for the verification and
after that within 2 days you will receive your policy verification call .in the mail ID
you will received the payment link of the Policy and after the payment we have to
take the screenshot of the payment and send to the reporting managers that this clients
has complete their after the payment you will received the Policy bond letter to your
address and Policy e-bond letter at your mail ID.
 similarly in the travel tourism certification program I shared pdf file to them and from
where the client can click on the register to register himself and all the payment
information is already in the pdf file so that client can do the payment. Also shared
the google form to filled and show the screenshot that client is filled the form to
reporting managers and make sure the client filled their perfect transaction ID in the
google form. Call the clients get the proper follow up whether is successfully register
 for the certification program if yes then inform managers our leads and if not if not
then inform to reporting manager for their query.
 Logistics Management: which to meet customer demands through the planning tell
them about the Insurance Policy and the documentation process and pending
documents and observe the progress of the clients.
 Policy Documentation: - to check whether client submitting their original documents
or not. Take follow up of client to submit the scanned documents properly,
compulsory documents such as Aadhar card, PAN card, Bank passbook first Page,
Bank 1 month statement. Live photo of client (From Head to toe).
 PIVC Call by INDIA FIRST LIFE INSURANCE: - Make sure that client has
received the Policy verification call from India first life insurance company. If client
is not received the PIVC call then inform to the reporting managers with clients
details that the client is not received the call yet.
 INDIA FIRST LIFE INSURANCE Policy E-Bond: - Make sure that client has
received mail of the Policy E-Bond and if not then inform the reporting managers of
company that this client has not received the e-bond yet.
 INDIA FIRST LIFE INSURANCE Policy Physical Bond: - Make sure that client
has received Policy Physical Bond at their address and if not then inform the reporting
managers of company that this client has not received the physical bond yet.
 Communication with Policy Insured: - Communication with all policy insured
client that whether they get all the policy bond are India First Life Insurance Policy
Physical Bond and India First Life Insurance Policy E-Bond.
 Customer Relationship Management: -
 I handle the concerns of the my every clients who are interested to buy the India first
insurance policy and tell them about the product services . I had Resolve all customer
complaints quickly and efficiently.
 CRM: To channelize your sales pipeline and help achieve your targets in
systematic manner we have this CRM for you. Make your sales team organize
and assign leads and follow up with them.
 As a sales and marketing person is typically responsible for customer relationships
after the sale or service process is complete, we continue to work with customers to
keep them up to date on products and services of India first life insurance to maintain
that relationship with clients if the client is satisfied the person will tell to the another
person that the product is the best ,you must have to buy it. So, in this way the better
Customer Relationship management helps company’s growth and development.