PPT for Trainees

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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November 6, 2009

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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November 6, 2009

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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November 6, 2009

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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November 6, 2009

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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November 6, 2009

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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November 6, 2009

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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November 6, 2009

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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PPT for Trainees

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