METHODOLOGY:
To decipher how an Insurance Agent can metamorphosize into a Leader in his field, and to also get a clear insight into the qualities and skill sets needed to become one, our group believed in getting the details by adopting the following means:
• Primary data collection by interviewing Insurance agents, Sales managers of Insurance companies and Financial service providers.
• Telephonic interviews
• Secondary data collection from the following websites: www.insureme.com www.hrworld.com www.goalstoaction.com www.ampminsurance.org
Our group has interviewed the following executives:
S No. NAME ORGANISATION DESIGNATION LOCATION TYPE OF INTERVIEW
1 Anuja Gill SBI Standard Life Head Of North Process Quality Control Chandigarh Email
2 Ashish Bajpai HDFC Standard Life Branch Manager Lucknow Telephonic
3 Anuj Gulati ICICI Lombard Director: Operations, IT, Claim, Underwriters Delhi Email
4 Alok Agarwal ICICI Lombard Director: CSG, GSG Delhi Email
5 Neelesh Garg ICICI Lombard Director: Retail, Banker and Travel Insurance Delhi Telephonic
6 Roopa Naidu SBI Standard Life Process Quality Control Bangalore Telephonic
7 Mr.Prasad Bajaj Alliance Regional Manager Bangalore Telephonic
8 Major Pallavi ICICI Lombard HR Bangalore Telephonic
9 Sandeep Bakshi ICICI Lombard Managing Director New Delhi Email
10 Vishakha Mulye ICICI Lombard Executive Director New Delhi Telephonic
11 R.Sabitha Way2Wealth Securities Pvt. Ltd Branch Manager Hyderabad Personal Visit
FINDINGS: As