Recruitment And On-Boarding
Afshan Naureen Khan
What is Life Insurance ?
A legal contract between two parties – One is
Insurer and other is Insured.
Insurance company is the Insurer may be private
or government organization who pay benefits if
any damage occurs to insured life or properties.
A person whose interest are protected by an
Reliance Life Insurance offers you products that fulfil your savings and protection needs. Its
aim is to emerge as a transnational Life Insurer of global scale and standard.
Reliance Life Insurance come under Reliance Capital and Reliance Capital is the part of
Reliance ADA Group.
Reliance Capital is one of India’s leading private sector financial services companies, and
ranks among the top 3 private sector financial services and banking companies.
Reliance Capital has interests in asset management and mutual funds, stock broking, life
and general insurance, reliance money and private equity and other activities in financial
Reliance Group also has presence in Communications, Energy, Natural Resources, Media,
Entertainment, Healthcare and Infrastructure.
Shri. Anil D. Ambani was born on June 04, 1959 at Mumbai.
He did his schooling and graduation in Mumbai and thereafter
pursued his Masters of Business Administration from Wharton
Business School, USA.
Anil Dhirubhai Ambani is the Chairman of all listed Group
Reliance ADA Group
Money Consumer Health
Anil Dhirubhai Ambani Group
Founder: Dhirubhai Ambani
Headquarter: Mumbai, India
Reliance Life Insurance Founded By Anil Ambani : 2006
Reliance Life Insurance has over 700 branches and 1, 50,000 agents
It offers 23 products covering savings, protection & investment requirements.
Revenue: Rs. 6,627 crore (US$1.2 billion) 2012
Profit: Rs. 458 crore (US$84 million) 2012
Employee: 11,000 (2011), 32,000 (2012)
A. life is different at every stage, life insurance must offer flexibility and
choice to go with that stage.
B. It is our aim to become one of the top private life insurance companies in
“To set the standard in helping our customers manage their financial future”
Products of Reliance life Insurance
Life insurance products are designed to suit the requirements of customers . Fundamentally
the product provide for:
Reliance Term Plan
Reliance Whole Life Plan
Reliance Child Plan
Reliance Endowment Plan
Reliance Special Endowment Plan
Reliance Cash Flow Plan
Reliance Credit Guardian Plan
Reliance Special Credit Guardian Plan
Reliance “Unit Linked Plan” .
Recruitment & On - Boarding
is the process of searching for prospective employees and stimulating
them to apply for job in organization.
B. On -Boarding
is the process of integrating new hires in a company. It normally includes filing up
employment forms, orientation and training, and allotting employee codes, cards and work
Joining Kit Joining Tracker
Day of Joining
Base Data Form
C V Short listing
Call for Interview
Primary And Secondary Objectives Of The Studies
1) Primary Objective
• To study the Recruitment and On-Boarding process for Sales Manager profile in Reliance
•To study the various sources of recruitment followed in RLIC.
•To search people whose skill fits into the company.
2) Secondary Objectives
•Was to learn how HR Manager source the candidates through Networking,
•Taking telephonic interviews,
•Scheduling interviews with Managers.
•How to do joining process.
My Job Profile In Reliance Life Insurance
In Reliance Life Insurance my responsibility started from:
1. Screening the candidate
Whether the candidate is having knowledge, Skill and Ability to efficiently and effectively
perform the job,
To check the criteria In Reliance Life Insurance (RLIC):
•Candidate should be a graduate.
•Should have a Work experience of min 2 years in sales or 1 year in sales (Insurance)
•Age should be a minimum of 28 and a maximum of 35.
2. Sourcing the candidate –
Secondly I select the candidate through :
1. Networking (naukri.com) ,
2. Taking telephonic interviews,
3. Scheduling interviews with Managers.
3. Scheduling Interview of the candidate
A) Generally 3 interviews are taken for the selection of a candidate.
•First interview is taken by a Branch Manager.
•Second interview is taken by the Regional manager.
•Finally Third interview is taken by Zonal HR Head. A HR head can reject any candidate
who has been selected in the first 2 interviews on the basis of educational qualification, work
experience, past criminal records and reference check. Final salary package is decided
during this interview.
B) There is an Interview assessment sheet. Whatever the Interviewer observes about the
interviewee is written in the IAS. The IAS Provides Following Entitlements:
•Name of the candidates
•Position Considered for
C) Interview Assessment
•Area Of Improvement
•Compensation Solution Suggested
D) And the documents Interviewee carries with him/her at the time of the interview are:
•Interview assessment Sheet
•His / Her CV
•Reference check and address Verification
•General information Sheet
•Other Information Sheet
•Leadership Self Quiz
•Some Question Finances and Management Concepts
•Application Form For SM
•My Market 100
•Format for furnishing details of family and relatives employed in Reliance Life Insurance
Co. Ltd. if any.
•Letter Of authorization
•Previous Company Detail (offer letter, salary slip etc)
•Qualification certificates and Mark sheet
After the interview an offer letter is released to the entire selected candidate. In this offer
letter all the details regarding joining are present. Generally an offer mail is floated before
two days of joining . The offer mail entitles the following details:
•Date of joining
•Day of joining
•Designation Of The candidates
•Package per annum
Along with these, the selected candidates are asked to bring the following documents at the
time of joining:
•Resignation acceptance which should be signed and stamped by immediate boss
•Last Company appointment letter
•Last drawn Salary slip
•Pan Card If applied then Acknowledgement for the same.
•Identity prove: Driving license/ ration card/voter ID card/Passport
•10 Photographs with Dark blue background.
•Qualification certificates and mark sheet
•NOC of the previous company.
•Person should be aware of his blood group.
All the documents are mandatory to bring.
5 Joining process:-
Final Joining day in Reliance life Insurance is Tuesday and Friday. Jonnie has to fill two
forms on the day of joining. One form is Joining kit Booklet and one is online joining
Joining Booklet Kit
1) First I give joining booklet to the Candidate. They fill the manual Joining kit and submits
the self attached mandatory documents to me .
2) Then I verifies the documents submitted with the originals,
I write OSV (Original Seen and verified) and sign on the photocopies. If all
documents are OK, then I proceed for online joining.
CONTENT JOINING KIT BOOKLET
•Personal Information Form
•Information Released form
•Data Reference Check Form
•Salary Account Declaration
•Medical Insurance data
•I Card Form
•Requisition Form For E Mail
•Business Card Requisition
•Hardware Requisition Form
•Data Card Requisition Form
•PF/EPS Declaration/ Nomination Form
•PF Transfer Form
•Gratuity Nomination Form
•Superannuation Nomination Form
•Term Insurance Nomination Form
•CTC Allocation Plan
•Investment Declaration Form
•Data Ownership Undertaking
•IT security Policy Declaration
•Code Of Ethics Undertaking
•Specimen Signature Form
BASE DATA FORM :
It is an online form present on the official website of Reliance Life Insurance
BASE DATA FORM
Following information is to be filled in this form:
•DOB, Place of Birth
•Aadhar Card no.
•Blood Group, Height, Weight
•Present & Permanent Address(Period of staying)
•E mail ID
•Place of posting
•Previous company details
•Qualification information, etc.
1) “Submitted to” Select “Regional HR” & the Region as “ New Delhi/NCR” and then Press
“ Save & Next “ and continue to fill the joining Kit .
2) In case the page close in between , due to system / server issue then log in again through
same process and directly click on joining kit.
3) A page will open – Enter First name, Date of birth, Blood group and Date of joining and
press the search button.
4) The pages of the candidate’s joining will be retrieved and joinee can continue
filling the online joining kit from where it was discontinued.
5) Once BD No. is generated, I mail the scan of 4 documents along with the joining report to
HR to generate SAP Code.
6) Scan documents required :
•Pan Card/Acknowledgement of Pan card,
•Accepted copy of offer letter and
•Resignation acceptance from previous employer.
•10 passport photograph with dark blue background .
7) After online joining, I arrange the documents in the order mention in document check list and
place duly filled joining kit and send separately to HR on receiving SAP codes.
8) Joining Kit Evolution.
LIMITATIONS OF THE STUDY
•Some executives and managers was busy because of which they were unwilling to give a
clear picture of the system.
•Unwillingness and carelessness of candidates.
•Incomplete information given by candidates was difficult to access.
•Perception of worker’s towards management is not excellent.
• Difficult to study such a complex structure in such a small period.
•Diversity in views of management and workers, between workers and between management
•Reliance Life Insurance should give more attention on its Quality and method of Recruitment
• Reliance Life Insurance should maintain the communication through feedback. They should
take time-to-time feedback regarding customer satisfaction to know about the customer
perception about their insurance products.
•Budget required for Recruitment & Selection Process must be economical
•Reliance Life Insurance should find out the factors for which the customers are purchasing
•Reliance Life Insurance should provide all details related to any promotions, company schemes
and Packages at the time of Final Selection.
•The person conducting the Interview should make sure that candidate being interviewed shows
better ability to listen, understand and answer queries.
Reliance Life Insurance is a Sales oriented organization. Profile of Sales Manager is the
foundation rock of the organization. Acquiring and Retaining right talent at Sales Manager
position is a must for this organization to grow and fulfil their vision. Recruitment and On-
Boarding process has been given a lot of importance. Each stage varying from Manpower
planning to sourcing to interviewing candidates and making selected candidate join is well
defined and this helps Reliance Life Insurance to be proactive in their Talent Acquisition
process rather than reactive in nature.
As per the findings, Reliance Life Insurance was in sync with the industry standards. Though
it entered very late in Insurance industry but with their products and HR policies they are
able to attract talent from reputed organizations as well as young professionals and are able
to retain them for long time.