1. Name of the Student: Sameer Alam
E-mail: sameer.alam1@gmail.com
Phone:9986930613
Area of Specialization [Marketing/Finance/HRM]: Marketing
Faculty Guide: Dr. P. Sathyapriya
E-mail: sathyapriya.p@alliance.edu.in
Phone: +91-8030938145
Organization [With complete address]: Bharti AXA Life Insurance Company Ltd.
123, Richmond Road, Opp Reliance Industries, Bangalore- 560025
Project Title: Customer Relationship Management and Understand Consumer Beha-
viour. Willing to solicit insurance business as a business relationship partner.
Industry Guide: Robert Kennedy
Designation: Associate Area Manager
E-mail: robert.kennedy@bharti-axalife.com
Phone: +91-8042744500 Duration of internship: 10 weeks Start Day 21st april
Project Proposal
Prepared for: Dr. P. Sathyapriya, Faculty guide
Prepared by:Sameer Alam, Project trainee
5 May 2011
Bharti AXA Richmond Road Bangalore, Karnataka 105702 T +91-80-42744500 F +91-8041489965 www.bharti-axalife.com

2. Executive Summary
Task specified
As a project trainee I required to :
• Identify individuals who are willing to solicit insurance business as a Business Relationship Partner (BRP) for the broking
channel assigned.
• Assisting channel partners while conducting activities to generate leads on BRP’s.
• Assisting and coordinating with the relationship/sales manager to the company for generating business codes for BRP’s
than and there required.
Purpose/Objectives
I am working with Bharti-AXA life insurance company and Bharti-AXA life insurance has assigned job in Bajaj Capital to me
as a Business Relationship Partner (BRP) for product and brand development. Here we have been meeting with different
customers to convince, to become the policyholder of Bharti-AXA. So for me it is Sales and Product and Brand
Development for Bharti- AXA.
Methodology Adopted
• People having the same nature of risk come together and and form a pool fund and used to protect against risk.
• Insurance does not protect the assets nor prevents its loss. It just reduces the financial impact of its loss the owners and
those who depend on it.
Learning Outcome
We can learn customer relationship management. How to manage the Customer Relationship Management. how to manage
the customer, how to convince the customer about some particular product, effectiveness of high impact direct
communication, and at end sale the product which is benefited for myself and company.
Time line to complete the task
There is no limit to complete the task, because it is a sales job but here we are working to learn about the insurance
industries and to sale the policy, during our training period.
Name of report - Industry Internship proposal
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3. Robert Kennedy Sameer Alam
Associate Area Manager Project Trainee
Name of report - Industry Internship proposal
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