SUMMER INTERNSHIP PROGRAME

REPORT ON
“MARKETING OF BANKING AND
FINANCIAL SERVICES”

AT HOMEOSPHERE PRIVATE LIMITED

SUBMITTED BY – ASHUTOSH
KANKANE
CLASS - MBA MM-III(B)
SCHOLAR NO - 1121613891
 ABOUT INDUSTRY
The insurance sector is made up of
companies that offer risk
management in the form of insurance
contracts. The basic concept of
insurance is that one party, the
insurer, will guarantee payment for an
uncertain future event. Meanwhile,
another party, the insured or the
policyholder, pays a smaller premium
to the insurer in exchange for that
India Insurance
protection market
on that stands atfuture
uncertain $131 Bn in FY22. The Indian insurance industry grew at
aoccurrence
CAGR of 17% over the last two decades and is expected to continue its commendable
growth trajectory in the future years.
 The Indian Insurance Sector is basically divided
into two categories – Life Insurance and Non-
life Insurance.

• The Non-life Insurance sector is also termed as

General Insurance. Both the Life Insurance and
the Non-life Insurance is governed by the
IRDAI (Insurance Regulatory and
Development Authority of India).

• The role of IRDAI is to thoroughly monitor the

entire insurance sector in India and also act
like a custodian of all the insurance consumer
rights. This is the reason all the insurers have
to abide by the rules and regulations of the
HOMEOSPHERE
PVT. LTD. Private Limited is an unlisted private
• Homeosphere
company incorporated on 16 September, 2020.

• It is classified as a private limited company and is

located in Gurgaon, Haryana.

• Homeosphere is leading specialized real estate services

company with diversified interests across the real
estate value chain.

• Homeosphere is engaged in real estate and investment

business for the customers.

• Their projects delivers world-class design and un-

compromised quality, and is benchmark against the
highest standards of service.
HOMEOSPHERE REAL ESTATE ON GOING
PROJECTS
 HOMEOSPHERE PVT.
LTD.FOR
INVESTMENT SERVICES
CUSTOMERS

• The company is tied up with Bajaj allianz

• Advice the customer to have best

investment Bajaj allianz product service .

• Majorly deal with two product Assured

Wealth Goal (AWG) and Guarantee Income
Goal (GIG)
 ROLES AND RESPONSIBILITY
 Finding and  Customer  Convertin
creating a list of interaction in g
customer who can local market for prospectiv
buy the product of the Bajaj Allianz
e leads
Bajaj Allianz. products.
into
customer
 Target  Documentati  Maintaining
Customer Data
Achievement on of
Customers
 STRENGTH AND WEAKNESS

STRENGT WEAKNES
• H products of
Variety of insurance • Ssimilar insurance product
Same and
Bajaj Allianz offer by the company. are offer by other companies like
HDFC

• Skilled and Experienced Staff in the • Too much documentation work

company

• Advantage of using goodwill of tied • Company is in initial age so there is

up company name. trust issue among the customer.

• Poor service

• Lack of awareness of the product

among customers.
 Learning

 Importance of  How to tackle the  Importance of

Preparation for objections made Continuous
conversation by customers supervision for
before contacting while having a the completion of
a buyer. conversation with work on time
the customer.
 Importance of  Maintaining
Regular Data Customer Data
Analysis for
correcting
deviations
THANK YOU