The job undertaken at the SIP is to call on leads provided by the Referral Partners of the Company. The call is intended to make the leads apply for Loans which would further be processed for disbursement. Also, to work on various Business Loan cases, I also handle segregating and forwarding the documents received for Business Loan leads. This gives a brief idea about how the verification of these documents is done and also understanding and studying these documents. This training session included a session regarding details about Financial Planning, its benefits and importance. The session also focused on a brief idea about Mutual Funds and its types along with various strategies for investing in Mutual Funds. One training session was dedicated on Insurance Products. This session proved to be very useful considering my report topic which covers the Factors affecting customer preferences while buying Life Insurance Policies.

Looking at the scope of Business opportunities in Life Insurance Company, the topic, Study on Factors affecting customers preference towards investing in Life Insurance Policies, will help to understand the actual parameters on to what would be the factors for investing in Life Insurance policies. It has achieved milestones in a very less amount of time. With growing number of customers, the interaction with customers and their preferences in buying Life Insurance Policies would help to understand what changes can be made to bring about awareness amongst the people regarding Life Insurance Policies and will help companies build new strategies and products.