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Bharti a xa

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  • 1. Name of the Student: Sameer AlamE-mail: sameer.alam1@gmail.comPhone:9986930613Area of Specialization [Marketing/Finance/HRM]: MarketingFaculty Guide: Dr. P. SathyapriyaE-mail: sathyapriya.p@alliance.edu.inPhone: +91-8030938145Organization [With complete address]: Bharti AXA Life Insurance Company Ltd.123, Richmond Road, Opp Reliance Industries, Bangalore- 560025Project Title: Customer Relationship Management and Understand Consumer Beha-viour. Willing to solicit insurance business as a business relationship partner.Industry Guide: Robert KennedyDesignation: Associate Area ManagerE-mail: robert.kennedy@bharti-axalife.comPhone: +91-8042744500 Duration of internship: 10 weeks Start Day 21st aprilProject ProposalPrepared for: Dr. P. Sathyapriya, Faculty guidePrepared by:Sameer Alam, Project trainee5 May 2011Bharti AXA Richmond Road Bangalore, Karnataka 105702 T +91-80-42744500 F +91-8041489965 www.bharti-axalife.com
  • 2. Executive SummaryTask specifiedAs a project trainee I required to :• Identify individuals who are willing to solicit insurance business as a Business Relationship Partner (BRP) for the broking channel assigned.• Assisting channel partners while conducting activities to generate leads on BRP’s.• Assisting and coordinating with the relationship/sales manager to the company for generating business codes for BRP’s than and there required.Purpose/ObjectivesI am working with Bharti-AXA life insurance company and Bharti-AXA life insurance has assigned job in Bajaj Capital to meas a Business Relationship Partner (BRP) for product and brand development. Here we have been meeting with differentcustomers to convince, to become the policyholder of Bharti-AXA. So for me it is Sales and Product and BrandDevelopment for Bharti- AXA.Methodology Adopted• People having the same nature of risk come together and and form a pool fund and used to protect against risk.• Insurance does not protect the assets nor prevents its loss. It just reduces the financial impact of its loss the owners and those who depend on it.Learning OutcomeWe can learn customer relationship management. How to manage the Customer Relationship Management. how to managethe customer, how to convince the customer about some particular product, effectiveness of high impact directcommunication, and at end sale the product which is benefited for myself and company.Time line to complete the taskThere is no limit to complete the task, because it is a sales job but here we are working to learn about the insuranceindustries and to sale the policy, during our training period.Name of report - Industry Internship proposal 1
  • 3. Robert Kennedy Sameer AlamAssociate Area Manager Project TraineeName of report - Industry Internship proposal 2