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BFSI Project

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ourworld.363
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20 views

BFSI Project

Uploaded by

ourworld.363
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PROJECT WORK ON BUSINESS

CORRESPONDENT(BFSI)

SUBMITTED TO : RHITIKA
MA’AM
SUBMITTED BY :
HIMANSHU,JYOTI,EKTA,RUB
Y
Q1. Using insert tab and option under the same
create any one form as below
For enquiry of a life insurance policy
Insurnce inquiry form
Please share information to help us with your insurance needs

Name
First name Last Name

Email Address

Phone Number -
Area code Phone No.

Type of Insurance Needed. life insurance Auto Insurance

Health Insurance Travel Insurance

Insurance Coverage Amount Minimum Coverage Moderate coverage


High Coverage

Current Insurance Coverage yes No

Special Insurance Request


s

Preferred Insurer (if any)

Thankyou for Choosing SafeGuard Insurance Solutions. Signature ……………………………………..


We look Forward to assisting you with your insurance
requirement soon Date ……………………………………..
S NO COMPANIES SALES 2021 SALES 2022 TOTAL SALES

1 LIC 5000 7500 12500

2 Metlife 12500 17560 30060

3 Oriental ins 4500 3200 7700

4 SBI insurance 13000 5400 18400

5 Max life 4500 11000 15500

6 Policy bazar 15630 16450 32080

Minimum sales 4500 3200 7700

Maximum sales 15630 17560 32080



 LIC
Metlife
Oriental ins
SBI insurance
Max life
Policy bazar
Question 3. What are the role and responsibilities of
a business correspondent in BFSI industry .
The BFSI (banking, financial services ,and
insurance )industry encompasses sectors involved
in providing financial products and
services,including banking insitutions ,financial
markets , insurance companies ,mutual funds ,stock
exchanges ,and other financial services providers.
Banking ,financial services and insurance (BFSI) is
the industry umbrella term for companies that
provide a range of such financial products or
services. This includes universal banks that provide
a range of financial sectors .it comprises
• Commercial banks
• Insurance companies
• Non banking financial companies
• Cooperative
BFSI usually included investment bankers ,loan
officers,financial consultant ,chief financial
officers,business relationship manager,academician
etc.
BFSI
CORPORATE
BANKING INVESTMENT
BANKING
CREDIT CARDS RETAIL
BANKING
BFSI Sectors are expanding rapid growth in the
comping years .there are many opportunities in the
BFSI sector .it provides employment opportunities for
many people, especially fresher candidates.
Such institutions offer to plethora of useful
products and services to consumers .
➢ For Examples :
• They gives loans
• Accept deposits
• Providing working capital loans
• Invest money and make a fair
return
The role of banking in economic
development?

FINANCING PROMOTING SUPPORTING


INFRASTRUCTURE FINACIAL INTERNATIONAL
PROJECTS INCLUSION TRADE

Supporting small Encourage savings


business and investment
Question 4. During your visit to an insurance company .explain your
learning in your own words.

I learnt many new things after visited in insurance company .a


company that creates a insurance products to take on take on risks in
return of payment of premiums .companies may mutual (owned a
group of policyholders) or proprietary (owned by shareholders) it also
known as insurer or provider And it is a contract between us or and an
insurance company to help protect you and your loved ones from
financial loss due to an unexpected event ,like an accident,illness
,natural disaster or other unexpected circumstances .

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