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8/8/2019 PPT for Trainees
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HDFC Standard Life Insurance
Company Limited
Welcome to
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The Company
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November 6, 2009
History of The JointVenture
Discussions commenced - January 1995
Joint venture agreement signed - October 1995
Joint venture agreement renewed - October 1998
Life Insurance project team established - January 2000(Mumbai)
Company officially incorporated - 14th August 2000
First private sector Life Insurance company to be granted a
certificate of registration - 23 October 2000 Shareholding - HDFC 76 %
Standard Life 24 %
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Corporate StrengthsCorporate Strengths
Strong Brand
Customer base of over 2 million
Stab
le and exper
ienced managemen
t
High service standards
High quality loan portfolio
Provision for contingencies
Constanttechnologicalup gradation ofsystems One ofthe bestcapitaladequacy ratio
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Integrated FinancialServicesIntegrated FinancialServices
SECURITISATION
Future Activities
DISTRIBUTION HDFC CHUBBGENERAL INSURANCE
CO. LTD.
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CHANNELDEVELOPMENT
Project TraineeProgramme
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Objective
Primary
To leverage the Trainees resource for Financial ConsultantRecruitment and thereby beefing up the sales force
Secondary
To provide the trainees with valuable On-Jobtraining with anopportunity to Earn while you Learnwith regular stipend and anIncentive Scheme
Promoting their communication/networking /convincing skills equipping them with experience pre-requisite for any salesrelated job
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The Process
Channel Development to select Project / Management Traineesfrom Business schools or referred by SMs
CD team will give basic training / handholding to the trainees onrecruitment and give each trainee a weekly target for Projectreports
Arrange training Seminar with Training Team for productKnowledge
The Project trainees will pitch an opportunity for a BusinessPartner
Weekly review on problems / feed back session with BranchManager / CD Team
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SA
LESDEVELOPMENT
Project TraineeProgramme
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PURPOSE OF TRAINING
To consistently achieve / exceed sales targets bytapping potential leads and converting the same intocustomers.
To carry out ethical selling and act as an interlinkbetween the customer and the company by providingtimely & adequate operational, Sales & after salessupport.
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Training
7 days of training will be provided by IRDA certified trainers at HDFCSLIC.
After completing the training and clearing the IRDA exam the studentwill get educational certification from IRDA and license to work as acertified Financial Consultant.
Every student will get a visiting card in his own name.
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BUSINESS RESULTS To Analyse the financial needs of the customer and suggest
the right solution
To plan , organise & conduct various creative activities likecorporate presentations, schools, malls to generate leadsor database for tele-calling
To look for and seize opportunities to expand the networkcircle and gain business
To create potential customers database
To ensure compliance to all IRDA & company regulations(Ethical Selling)
To follow DISHA (Need based selling)
To guide, coach and monitor newly joined peers and workas a mentor to them
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CUSTOMER RELATIONSHIPMANAGEMENT
To interact regularly with customers to ensure a committed &partnership based relationship.
To maintain outstanding relations with customers to ensure highpersistency.
To review customers financial arrangements. To provide continuous after sales support to customers as and
when required.
To act as an interlink between the customer and the company byproviding timely & adequate operational & sales support.
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Personal Attributes
Demonstrated analytical ability
Good networking and relationship skills.
Exceptionally good spoken and written English (business
language drafting) knowledge Should thrive on pressure environment and be able to achieve
consistently in aggressive deadlines
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