RECRUITMENT AND TRAINING &

DEVELOPMENT OF LIFE ADVISORS.

BHARTI AXA LIFE INSURANCE
COMPANY LTD.

ABOUT THE COMPANY

Joint venture between Bharti, India's

leading private telecom company and AXA,

world leader in financial protection and
wealth management.

Our philosophy is built around the promise

of making people "Life Confident".


VALUES

Professionalism
Innovation
Team Spirit
Pragmatism
Integrity

My Learning

Tele-calling.
Maintaining the database.
Getting appointments from the clients.
Directly meeting with the clients &

convincing them about buying the policy.

Finally selling them the products of Bharti
AXA.

RECRUITMENT PROCESS
Identifying Vacancy & Advertising It

Signing the MoA

Attending the BOP
Business Opportunity Presentation

Short-listing the candidates on the basis of
scores

Continue

Filling up IRDA Form/NAAF Form

Scheduling & Attending the Trainings
3 Days Refreshers Training

2 Days Product Training

Conduction of IRDA Examination

Final selection as Life Advisor

TRAINING FOR LIFE

ADVISORS

Generally there are 2 trainings done for

the Life Advisors.

1. Refreshers Training:

It is done for 3 consecutive days.

11 chapters of Insurance are taught in

these 3 days.

Continue

2 . Product Training: -

It is done for 2 days .

Data Interpretation

Q1. What are the qualities that Bharti AXA Life

Insurance Company looks in its recruitment
System:-

Data Interpretation
Q2. What are the Qualities in the order of your
preference on the basis of which you select
candidate:
Qualification
Convincing Power
Skills
Personality

greatest knowledge regarding companys product?

rs

Tele callers

Operations executive

Q4. In which areas advisor needs training the

most?

Company policies and procedures

Skill
based training

Product Training
All of the above

FINDINGS
Recruitment is an ongoing process taking place

throughout the year.

Mainly the company recruits people who are committed

and those who have a desire to make some extra

money.

Generally people who have good contacts are

preferred to be selected as a Life Advisor .

The company mainly recruits people through employee

referrals.

It is seen that Bharti AXA believes a lot in

internal recruitment i.e. (Transfers &

Promotions}.

Cont
Training leads to increased efficiencies in

processes, resulting in financial gain.

After undergoing training the chances of an

employee committing job related mistake gets

lessened.

A trained employee feels more confident in

doing his job/work.

Proper training leads to higher productivity,

greater job satisfaction, and lower turn-over

rates.

SUGGESSTIONS

The application fee should be waved off. It

should rather be paid by the Insurance Company

itself.

The training schedule should be made flexible.

The commission structure/incentive system should

be made more appealing.

Cont
Vigorous promotional activities should be done

for awareness of the company as well as its

product.

Training must take place at regular interval

inorder to update the advisors regarding all

the product related issues and also about the
changes in the policies and procedures if any.

New advisors should be given some time inorder

to adjust themselves into the organization and

its work culture.

LEARNINGS
Convince people to buy insurance policy. I succeeded

selling 2 policies.

How to handle peoples query and how to tackle with

NO because the very first reaction of people by

hearing the word insurance is a BIG NO.

To maintain contacts with all my friends, colleagues,

relatives etc

Learnt a lot about Insurance and the various

policies of Bharti AXA by undergoing Refreshers
training and Product training.

Cont

I practically knew how recruitment of an

advisor is done in Bharti Axa.

I came to know about the different kinds of

training program for an advisor and what are

the things taught to them.

Most of all I have learnt how to behave in a

corporate world, the importance of being on

time, maintaining a discipline in the work
area, etc

Why people say NO to

Insurance

Lack of awareness among the people

Perception of the people towards Insurance

sector

Insurance does not give good returns

Lack of awareness about the earning opportunity

in the Insurance sector