University of Lucknow,

Lucknow - India

Summer Internship Presentation on

MARKETING STRATEGY OF
BHARTI AXA LIFE INSURANCE

UNDER THE GUIDANCE SUBMITTED BY:

MOHAMMAD TAHIR
OF
Roll No: 2210019025065
DR. AJAI PRAKASH MBA, 3rd SEM
ABOUT BHARTI AXA LIFE
INSURANCE
Bharti AXA Life Insurance Company Limited is a joint venture between
Bharti Enterprises and French insurance company AXA established in
2006.Bharti Enterprises holds a 51% stake in the joint venture, with AXA
holding the remaining 49%. The company has a nationwide presence
through 250+ branches across India.
Bharti AXA brings together strong financial expertise of the Paris-
headquartered AXA Group and Bharti Enterprises - one of India's leading
business groups with interests in Telecom, agricultural business and
financial services.

• Bharti AXA Life Insurance Company Limited Regd. Address:

• Unit No. 1902, 19th Floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla
Complex, BKC Road, Near MCA Club, Bandra East, Mumbai -
400051, Maharashtra, www.bhartiaxa.com
• IRDA Reg. No. 130 dated 14/07/2006 [Life Insurance Business]
• CIN - U66010MH2005PLC157108 (ADVT No. : II-Oct-2023-5061)
 OBJECTIVE
Customer Interaction:

Channels: The intern engaged with prospective customers through various

channels, including direct calls, emails, and face-to-face meetings.

Product Knowledge:

In-depth Knowledge: Acquiring in-depth knowledge of Bharti AXA's life insurance

products is crucial for effectively conveying the value of these products to potential
customers.

Sales Presentations:

Customer Engagement: Addressing customer queries during presentations

ensures a comprehensive understanding and helps build customer confidence in the
products.

Relationship Building:

Positive Relationships: Building and maintaining positive relationships with

customers to foster trust and loyalty is crucial for long-term success in the
insurance industry.

Sales Closure:

Closing Techniques: The use of effective closing techniques to secure life

insurance sales is a fundamental aspect of achieving the sales objective.
 ROLES AND RESPONSIBILITIES
1. Customer Engagement
 Actively engaged with customers to understand their financial goals, risk
tolerance, and insurance needs.
2. Product Knowledge and Presentation:
 Acquired a comprehensive understanding of Bharti AXA's life insurance
products, including features, benefits, and pricing structures.
3. Needs Analysis:
 Conducted thorough needs assessments to identify the most suitable life
insurance solutions for individual customers.
5. Sales Techniques:
 Utilized effective sales techniques to influence customer decisions and close life
insurance sales.
6. Documentation and Paperwork:
 Facilitated the completion of necessary paperwork and documentation for policy
issuance.
7. Follow-Up and Relationship Building:
 Followed up with potential clients to address any additional queries and provide
further information.
.
 LEARNING
1.Channels:. - Learn to utilize a multi-channel approach to reach a wider audience,

adapting communication styles for different channels.

2. Product Knowledge: - Learn to continuous training and understanding of product

features are essential for effectively conveying the product's value proposition.

3. Sales Presentations: - Learn to active listening during presentations is key; anticipate and

address customer concerns to enhance their confidence in the products.

4. Relationship Building: Learn to establishing trust and loyalty requires ongoing

communication and personalized interactions, creating a positive customer experience.

5. Sales Closure: - Learn to mastering various closing techniques, such as trial closes and

summarizing benefits, is crucial for successfully converting potential customers into actual

sales.
THANK YOU