AMITY BUSINESS SCHOOL

Appendix C. Format for Weekly Progress Report and Project Diary

SUMMER INTERNSHIP: WEEKLY PROGRESS REPORT

For the Week Commencing 5th June 2023

WPR 1: 5/6/23 – 11/6/23

Name: Gaurav Kashyap

Programme: MBA (Fin)

Enrolment No - A001110722117

Project Title:
Learning about Insurance Products and Documentation Processes.

Targets for the week:

Gaining knowledge of fixed wealth growth, fixed income goal, and POS goal Suraksha insurance
products. And get up to date with the documentation process required for each type of insurance.

Achievements for the week:

Understanding of fixed Wealth Growth insurance and the role it plays in clients' long-term wealth creation.
Developed calculation skills for Sum Assured, Policy Term, and Premium Paying Term (PPT), enabling
correct policy computations for prospective clients.

Future work plans:

Get ready to learn about ULIP portfolio management.
Continue researching the company's insurance offerings, paying close attention to each one's distinct
selling proposition and competitive edge.