Ms.

M sumiya Khaliq
No 41/44,
Kandappa Street ,
Purasawakkam,
Chennai - 600007.
Contact - 8248524631

10-04-2023

SBIL-Mark-11771

Dear Madam ,

Offer Letter: Development Manager

With reference to your recent interview with us, we are pleased to offer you the position of
Development Manager in Grade M8 Level L2. You will be on probation for a period of six
months. Your confirmation in the service of the Company will be subject to your successfully
completing your probation.

2. Your compensation on Cost to Company basis will be as per details enclosed.

3. Your initial posting will be in Zone 2, Region (Chennai) - Chennai 4C. However, the
company reserves the right to utilise your services at any other place within or outside the
country.

4. This is a provisional offer. Your formal appointment and the issuance of the final Letter of
Appointment is subject to the following conditions:
i. Actual production of Relieving letter or acceptance of resignation letter from your
current employer
ii. Actual production of original documents and certificates regarding educational
qualifications, work experience, remuneration, identity and references, detailed in
application form. Please refer to the annexure for the complete list of testimonials.
iii. Certification of medical fitness by our Authorised Medical Practitioner.

4 (a) Joining in the company is subject to generation of employee code. Mere submitting the
Joining Kit does not entitle the status of employee of the company. On receiving the joining kit
the documents are validated post which the decision of hiring with the company is taken.The
candidate will be deemed to have not joined the company unless his/her employee code is
generated and communicated by the company.
4(b) Candidates who have earlier worked with SBI Life will be considered as an instance of
rehiring. Please note that rehiring in the company is subject to fulfilling certain specific criteria
and approval of the Competent Authority to this effect. It is advised to bring it to the notice of
the company in writing with regards to rehiring in the company if you have worked with SBI
Life earlier before acceptance of this offer. Any instance of non compliance will be considered
as a case of non disclosure of facts having a significant impact on decision with respect to
hiring of a candidate. All such cases will be considered as a violation of code of conduct of the
company and his/her continuation in the company will be solely at the discretion of the
company.

5. Your offer and appointment is made basis the information furnished and representation
made by you from time to time. The company and such persons/institution appointed by the
company shall be entitled to conduct background verification and reference checks from all
requisite sources to ascertain and establish the facts furnished by you. During the course of
verification, there may be certain documents/facts/ proofs required to be produced from your
side. Incase, you are not able to produce the same within stipulated time frame, the company
reserves the right to put your salary on hold for such time till you submit the said documents.
Incase of negative background verification, the company reserves the right to terminate your
services and take such further action as deemed necessary in the interest of the company.

6. In such cases where you posses insurance agency code of another insurance company(ies),
you are required to ensure that your code is deactivated and you submit the NOC from the
concerned insurance company(ies) within 60 days of your joining SBI Life failing which SBI
Life reserves the right to keep your salary on hold and take such action as deemed necessary
which may also include termination of your services from SBI Life.

7. The company forbids hiring or holding employment of insurance agents whose agency code
has been blacklisted. You are hereby advised to make sure the same before acceptance of this
offer or else it will be considered as a violation of code of conduct and your continuation in the
company will be solely at its discretion.

8. In case of your resignation or termination from the services of SBI Life Insurance Co. Ltd
for any reasons whatsoever, the admissibility or otherwise of payment of incentive and the
quantum of such incentive to be paid shall be at the sole discretion of the Management and
no correspondence shall be entertained in this regard.

9. Please report at the earliest for medical examination to the Company’s authorised medical
practitioner, details of which are enclosed herewith.

10. The normal age of superannuation shall be 60 years.

11. For clarifications, please feel free to contact e-mail hr_che@sbilife.co.in

12. Please acknowledge receipt of this offer by returning this duplicate copy to the official
referred in the annexure, within 7 days from the date of this letter, duly signed and stating your
date of joining which should not be later than 17.04.2023.

Yours faithfully,

Saurabh Karwayun
Vice President HR
I, M sumiya Khaliq, have read the above terms and conditions and hereby accept the offer.
Expected Date of Joining: ………………… Signature: ……………
 10-04-2023

SBIL-Mark-11771

Pre Medical Check Up

Dear Sir / Madam,

Mr. M sumiya Khaliq has been selected as Development Manager in our Company.

Please find below the list of required tests under Health Scheme. Kindly conduct the respective
Plan as specified below:

Note: The Candidate is for Plan B

Plan A (For not more than 34 years of Age)

CBC
ESR
Blood Sugar (fasting)
Liver Function Test (SGPT, SGOT, Alkaline Phosphate, S. Protein, Albumin)
HIV (both)
X ray (Chest)
Routine Urine
Examination by physician

Plan B (For 35 years & above)

CBC
ESR
Blood Sugar (Fasting)
Lipid Profile (S. Cholesterol, S. Triglycerides, HDL Cholesterol, LDL Cholesterol, and
Cholesterol: HDL Ratio, HDL: LD Ratio)
Liver Function Test (SGPT, SGOT, Alkaline Phosphate, S> Protein, Albumin)
Kidney Profile (S. Creatinine, S. Uric Acid)
HIV
X ray (Chest)
Routine Urine
ECG
Examination by physician
Please do not charge the candidate for medical check up since the same will be reimbursed byv
vendor to you.

We have advised the candidate to carry a copy of photo ID card. You are requested to verify
the identity credentials of the candidate stamp it and send it along with the final medical test
report (hard copy).

Yours faithfully,

Saurabh Karwayun
Vice President HR
SBI Life Insurance Co. Ltd.
Ms.. M sumiya Khaliq
No 41/44,
Kandappa Street ,
Purasawakkam,
Chennai ,
8248524631 10-04-2023

SBIL-Mark-11771

Dear M sumiya Khaliq,

Medical Examination

We have made arrangements for conducting your pre employment medical examination.

We have enclosed a letter addressed to the medical centre which may be handed over to him /
her at the time of the medical examination.

You are advised to carry photo copy of any one of the photo identity cards viz, driving
license / pan card/ voter id card / passport / AADHAR card, etc at the time of going for
pre employment health check up and hand it over to the medical centre.

Yours faithfully,

Saurabh Karwayun
Vice President HR
SBI Life Insurance Co. Ltd.
 PERSONAL STATEMENT OF THE CANDIDATE
TO BE FILLED BY THE CANDIDATE
BEFORE PRESENTING THE FORM TO THE MEDICAL OFFICER

1 Name in Full :

2 Designation :

3 Address :

4 Date of Birth :

5 Married / Single :

6 Personal History :

A History of Bleeding Gastro-Intestinal Tract, Gastric or Duodenal Ulcers, Appendicitis,

Internal Piles, Fistula, Thyroid, Jaundice etc. Give details:

B History of Asthama, Tuberculosis, Spitting of Blood, Pleurosy, breathlessness, etc.

Give details:

C History of Palpitation, Fainting spells, pain in chest, breathlessness on exertion,

Cyanosis, Rheumatic fever with joint pains, swelling on legs/face etc. Give details:

D History of Bleeding Urinary Tract, painful Urination, passing of stones or gravel in

urine: Give details:

E History of Fits, Paralysis, Neurasthenia, Nervous breakdown etc. Give details:

F History of leprosy, extensive generalised allergic dermatitis, Leucoderms, Venereal

Disease etc. Give Details :

G Have you suffered from defects in hearing or eye sight? Give details?
H Details of Serious illness/injuries sustained by accident or otherwise. Give details :

I Details of Surgical operations undergone:

J Is there any item in your medical history which you have not already mentioned?

FAMILY HISTORY : 8. FOR FEMALE CANDIDATES ONLY:

i. Heart Disease & Hypertension : i. menstrual History :
ii. Tuberculosis : Regular / Blood History :
iii. Kidney Disease : ii. date of L.M.P. :
iv. Cancer : iii. Any evidence of pregnancy
v. Any other serious ailment :
iv. History of disease of Uterus
Cervix, Ovaries or Breast :

I hereby declare that the above statements are correct to the best of my knowledge and that
any incorrect / suppressed information will render me liable for termination of my service
in the Company.

Date :
Place
Signature
The Candidate
SIGNED IN MY PRESENCE

Signature of the Medical Examiner

TO BE FILLED BY THE MEDICAL PRACTITIONER:
NAME OF CANDIDATE :

1. General Development : Good …………. Fair…………. Poor………..

Fair……………. Average ……… Obese
Best Weight…………………. When ………………………….
Any recent change in weight : ………………………….
Temperature : ………………………….

Girth of Chest :
(i) After Full inspiration
(ii) After Full expiration

2. SKIN : Any obvious disease

3. EYES : (a) whether the vision is Normal : Yes / No

If not, is it capable of being corrected to

6/6 with glasses? : Yes / No
(b) If the candidate has referred to an Eye Surgeon, what
are the Surgeon’s observations in respect of the
following :
1. Any disease
2. Night Blindness
3. Defect in colour vision
4. Field Vision
5. Visual Acuity
6. Fundi examination
Acuity of vision With Glasses: ……….. STRENGTH OF 01 ISSOS
……………………………
Naked eyes: …………… Sph. Cy. Axis
Distant Vision
R.E.: ……………………………………………………..
L.E.:
Hypermetropia
(Menifest)
R.E.: ……………………………………………………..
L.E.:
4. EARS : Inspection: …………………………………………

Hearing : Right Ear: ………………………………………….

Left Ear :
5. GLANDS : ………………………………………………………
THYROID ____________
6. CONDITIONS OF TEETH: Inspection: …………………………………………
7. Does physical examination reveal any thing abnormal in the respiratory organs?
…………………………………………………………………………………………

If yes, explain fully: ………………………………………………………………….

 8. CIRCULATORY SYSTEM :
a. Heart Any Organic Lesions ?
b. Blood Pressure :
Systolic _____________________
Diastolic ______________________

9. Abdomen : Girth _____________________ Tenderness _________________

Hernia _____________________________________________________

a. Kidneys _________________________Spleen ____________________

Tumors ___________________________________________________

b. Haemorrhoids ______________________ Fistula __________________

10. NERVOUS SYSTEM : Indication of nervous or mental disabilities __________

11. LOCO-MOTOR SYSTEM : Any abnormality ___________________________

12. URINARY SYSTEM : Any evidence or Hydrocoele, Variccecele etc._________

URINE ANALYSIS - I:
a. Physical appearance b. Sp. Gr.
c. Albumin d. Sugar
e. Casts f. Cells
For Female candidates only:
Report for β-HCG Test (for pregnancy):___________________________________
(Note : In case of a female candidate, if it is found that she is pregnant, she should be
declared temporarily unfit)
13. REPORT OF X-RAY EXAMINATION OF CHEST :______________________

14. REPORT OF THE BLOOD EXAMINATION :___________________________

15. Is there any thing in the health of the Candidate likely to render him/her unfit for the
efficient discharge of his/her duties in the service for which he/she is a candidate?__

16. The Medical Examiner should record the findings under one of the following
categories :
1. FIT
2. UNFIT on account on account of

PLACE: _____________
DATE: ___________

Signature of the Medical Examiner

( )
Name:
Designation:
Annexure

The details of the official in-charge of you’re joining formalities with necessary documents and
testimonials required when you report to join SBI Life are given below. Please contact the
concerned official with prior appointment for necessary advices and scrutiny of your
documents:

Name: K. Prakash . (Assistant Branch Sales Manager)

Address: SBI LIFE INSURANCE COMPANY LTD, 3RD FLOOR, NO 154, THAMBU
CHETTY STREET, PARRYS
Contact No: 9566883331
List of documents: Please bear the following documents (original & 2 set of photocopies
each) when you join SBI Life Insurance:

A. Education Qualifications:
1. SSC Mark sheet
2. HSC Mark sheet
3. Graduation Mark sheet & Certificate (Mandatory)
4. Post Graduation Mark sheet & Certificate (If Any) (Mandatory)
5. Any Other Additional Qualifications Certificate & Mark-sheet detailed during
application
B. Work Experience Letters From Previous Two Employers (Mandatory) as follows -
1. Copy of Relieving letter or Resignation acceptance letter
2. Appointment letter / Offer letter, Experience letter, Employee no., Reporting Persons
Name & Contact nos.
3. NOC from prior Organisation in case of Insurance Advisors.
C. Proof of Birth Identity & Address
PAN Card (Mandatory)
Passport / Driving License / or any other appropriate document issued by competent
authority
D. Three Passport size colour photographs (Mandatory)

* Your Employee no. will be created by Human Resources on the day you report to work.
* Once you join us, immediately open an Account with State Bank of India and advice your
A/c No. to HR at the earliest.
 UM GROUP CONFIRMATION NORMS

Minimum New Minimum number Minimum number

Probation Business Regular of Insurance of Active
Designation Period Premium Advisors to be Insurance
(in months) (Rs in Lakhs) recruited Advisors

Sales Officer / Sales

12 8 10 8
Officer- A

Unit Manager 6 6 6 3

Agency Manager 6 8 6 3

Senior Agency
6 10 8 4
Manager

Territory Manager 6 15 12 6

Assistant Branch
6 20 15 7
Sales Manager

1. Definitions:

a. UM Group- are frontline sales positions in Retail Agency Channel that include designations like
Sales Officer, Sales Officer-A, Unit Manager, Agency Manager, Senior Agency Manager,
Territory Manager, Assistant Branch Sales Manager or any other designation that Company
might include in the UM Group in future.

b. UM Group Confirmation Norms- are the defined criteria which include recruitment of minimum
number of Insurance Advisors (IAs), activation of minimum number of Insurance Advisors and
bringing in minimum regular premium under new business for a given designation in the UM
group as shown in the above table) upon achievement of which in the given timelines, the
employee will become eligible for confirmation in the services of the Company, subject to
his/her conduct and quality of business being found satisfactory for confirmation of services.

c. Active lnsurance Advisors (IA)- are the lAs recruited by the UM Group employee with minimum
one policy with any amount of regular new business premium. Allotment of lAs or
reinstatement of inactive lA will not be considered as recruitment. However, new business
premium brought by such allotted or reinstated lAs will be considered under new business
premium norm for consideration of confirmation of the services of a UM group employee as per
IA Allocation Policy.

2. The norms shown above are the minimum levels of performance for confirmation of services and
the norms may be revised from time to time.

3. These norms will be applicable to all UM Group employees.

 Declaration

I, ____________________________________________________________ (Employee Name) read

and understood the minimum business norms applicable to my position / grade that are required for
confirmation of my services in SBI Life. I also understand that good conduct and quality of business are
also the essential prerequisites for confirmation of services.
I will, ensure to achieve the required confirmation norms, failing which, I understand and agree that the
Company reserves the right to take suitable action against me including termination of my services
without assigning any reasons.
Employee Signature:
Date: Place: