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Sureti Imf

This document provides information about an introductory session for a placement at SURETI Insurance Marketing Pvt. Ltd. It includes details about: 1) SURETI IMF's registration as an insurance marketing firm in 2018 and its activities related to insurance services, distribution of financial products, and employing licensed individuals. 2) An overview of the roles and responsibilities of a Business Development Officer including recruitment, team handling, and indirect marketing. 3) Details about a 60-day virtual training program for candidates including modules on human resources, finance, and marketing, as well as a stipend amount during the training period.

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Rajakumar J
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
719 views

Sureti Imf

This document provides information about an introductory session for a placement at SURETI Insurance Marketing Pvt. Ltd. It includes details about: 1) SURETI IMF's registration as an insurance marketing firm in 2018 and its activities related to insurance services, distribution of financial products, and employing licensed individuals. 2) An overview of the roles and responsibilities of a Business Development Officer including recruitment, team handling, and indirect marketing. 3) Details about a 60-day virtual training program for candidates including modules on human resources, finance, and marketing, as well as a stipend amount during the training period.

Uploaded by

Rajakumar J
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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PLACEMENT

INTRODUCTORY SESSION

NEW OFFICE ADDRESS: 23/1 GOVINDASAMY LAYOUT, SIVANANTHA COLONY,


COIMBATORE - 641012
WEBSITE LINK : WWW.SURETIIMF.COM
SURETI INSURANCE MARKETING PVT.LTD

 SURETI IMF ( Insurance Marketing Firm ) was started in 2018


 IMF is an entity registered under the Authority of solicit or procure insurance product as specified in the regulation
under IRDAI 2015.
 This IMF 2015 Regulation undertakes ,
* Insurance service activities as specified in the regulation
* To distribute other financial products specified in regulation
* To employing individuals licensed to market, distribute and service such other financial products.
• It was founded in 1956 It was founded in 2006 It was founded in 1938
• Central government of India Public sector State government of India
• Head office : Mumbai Head office : Chennai Head office : Chennai
• Beneficiary customers
20Lakh and above 15Lakh and above 10Lakh and above
• It was founded in 2000 It was founded in 2001 It was founded in 2012
• ICICI BANK organization ICICI BANK organization Religare Group
• Head office : Mumbai Head office : Mumbai Head office : Haryana
• Beneficiary customers
20Lakh and above 10Lakh and above 10Lakh and above
BDO – ROLE & RESPONSIBILITIES

 RECRUITMENT
 TEAM HANDLING
 IN-DIRECT MARKETING
SALARY STRUCTURE

PAY STRUCTURE

BASIC 21,000/-

YEARLY (MONTHLY BASIC + YEARLY BONUS) 3 LAKH CTC


VIRTUAL TRAINING PROGRAM – 60 DAYS – THEORETICAL

• HUMAN RESOURCE
 CUSTOMER RELATIONSHIP MANAGEMENT
 FACTUAL KNOWLEDGE / EXPERIENCE KNOWLEDGE
 SKILL DEVELOPMENT
• PRESENTATION SKILL
• COMMUNICATION
• PEOPLE HANDLING
• FINANCE
 IRDAI GOVT IC 38- EXAMINATION

 MONEY HANDLING

 INVESTMENTS
VIRTUAL TRAINING PROGRAM – 60 DAYS – PRACTICAL

• MARKETING

60 DAYS
The entire training period

2,00,000 (8 CLIENTS)
Total to be gathered

₹.15,000/- (BOP)
Stipend for Training
CAREER GROWTH
INVOLVES MOVING TO A HIGHER POSITION

 JOB SECURITY
 JOB SATISFACTION
 LEARNING & GROWTH
CAREER GROWTH
• SALES OFFICER
SO • 15,000 (BASED ON PERFOMANCE)

• BUSINESS DEVELOPMENT OFFICER


• 3 LAKH PER ANNUM
BDO

• SENIOR BUSINESS DEVELOPMENT OFFICER


SBDO • 4.5 LAKH PER ANNUM

• ASSISTANT BRANCH HEAD


• 6 LAKH PER ANNUM
ABH

• BRANCH HEAD
• 8 LAKH PER ANNUM
BH
EMPLOYEE WORKING CULTURE
 EMPLOYEE INDEPENDENCE
 FLEXIBLE WORKING HOURS 10 – 5
 WORK FROM HOME
 WEEK OFF
 GEN- Y ENVIRONMENT
 CULTURAL PROGRAMS
 SUPPORTIVE & FRIENDLY LEADERS
EMPLOYEE BENEFITS
 CAREER GROWTH
 PAY RAISE & BONUSES
 MEDI CLAIM
 ACHIEVEMENT & AWARD
* STAR OF THE MONTH
* BEST EMPLOYEE OF THE YEAR
* INTERNATIONAL & DOMESTIC TRIPS
DOCUMENT VERIFICATION

Passport Size Photo - 1 Aadhar Card Pan Card

• 10th & 12th Mark Sheet Bank Passbook DD (or) Cash Rs.600 REFERENCE LINK
IRDAI COMPANY LICENSE IRDAI EMPLOYEE CERTIFICATE
ANY QUERIES

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