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  • Work Is Worship SM

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    Prakash Kumar Sen
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    1. The SM must submit the "Work is Worship" report to the TM by 7 pm in the evening. 2. A minimum of 3 business calls and 1 recruitment call is required to sustain in the system. 3. The document provides a table with details of calls made by SM Vikas Sharma on 10-Apr-13, including client names and profiles, plans explained, expected ticket sizes, and remarks.

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    Work is Worship SM

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    1. The SM must submit the "Work is Worship" report to the TM by 7 pm in the evening. 2. A minimum of 3 business calls and 1 recruitment call is required to sustain in the system. 3. The document provides a table with details of calls made by SM Vikas Sharma on 10-Apr-13, including client names and profiles, plans explained, expected ticket sizes, and remarks.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xls, pdf, or txt
    18 views4 pages

    Work Is Worship SM

    Uploaded by

    Prakash Kumar Sen
    1. The SM must submit the "Work is Worship" report to the TM by 7 pm in the evening. 2. A minimum of 3 business calls and 1 recruitment call is required to sustain in the system. 3. The document provides a table with details of calls made by SM Vikas Sharma on 10-Apr-13, including client names and profiles, plans explained, expected ticket sizes, and remarks.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xls, pdf, or txt
    of 4

    It is mandatory for the SM to send the "Work is Worship" report to the TM by 7 pm in the evening.

    Minimum 3 Business Calls and 1 Recruitment call is required to sustain in the system.
    Call D

    S. No. Date

    Time

    SM Name

    Advisor
    Advisor's Name Code

    Name of Client Profile of Client

    10-Apr-13

    11:00 AM

    Vikas Sharma

    Rishi Sharma

    20076548

    Sandeep Singh

    Civil Engineer

    10-Apr-13

    3:00 PM

    Vikas Sharma

    Sanjay Tripathi

    20085643

    Ajay Sharma

    UDC in State Govt.

    10-Apr-13

    5:00 PM

    Vikas Sharma

    Vishwas Mehta Medical Store Owner

    pm in the evening.
    Call Details

    Need of
    Age of Client Client

    38

    50

    42

    Protection +
    Savings

    Protection +
    Tax Benefit

    Extra Income
    plus
    recognition

    Plan
    Explained

    Endowment
    Plan

    Cash Flow
    Plan

    Advisor BOP
    Given

    Expecte
    d Ticket Remarks of
    Size
    SM
    Remarks by TM

    15000

    Also explain
    Health Policies to
    the client as
    awareness level
    Client is
    is more in
    Interested
    qualified
    and will let us professionals. Let
    know by 15th me know if any
    April
    help required.

    20000

    Client is
    Interested
    and will let us
    know by 18th
    April

    Good one he will


    get periodic cash
    flows and will get
    protection till 69.

    Will complete
    document
    formalities on
    coming
    Sunday

    Good Job done

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