Lead Generation of Life Advisor with Kotak Life Insurance Project

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Posted on Monday, February 1, 2010
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Introduction:
Insurance industry is growing at a very fast pace. In this cut throat competitive era it is important for the marketers to design and deliver their services efficiently. Marketer has to understand the needs of the untapped customers. This project will help to understand the industry with respect to the needs, demands, preferences of the customer and the products that the company offers to cater to those needs. The purpose of this project report is to enable the marketer to understand life advisors needs and maximise there productivity thorough lead generation taking Kotak Life advisor is not an employ with the company, as in case of my research . The research is to show that how we have created the leads of the Life advisor from the market activity or from my personal contacts i.e., the no. of people we have made life advisor by telling them about the incentives & commission which will be given to them by the company if they sell the policy Life Insurance as a special case. Insurance is a financial tool surrounded with many misconceptions and hence a life advisor plays a central role to keep customer on track and create awareness. This will highlight the problems within the lead generation factor.

The objectives of the project are:
- To analyze the Lead generation factor for the Kotak Life Insurance sales advisor;
- To analyze the comparative strategy for Lead generation for increasing sales.

Number of Pages of Project Report: 77
Package Includes: Synopsis/Project Proposal + Project Report
Project Format: Document (.doc)

Table of Contents of Project Report:

1. Introduction to the Industry
- History of Insurance Sector
- Insurance Services
- Brief History of Insurance Sector in India
- Lead Generation
- The Sales and Marketing Relationship
- Lead Sources

2. Introduction to the Company
- Logo of Kotak Life Insurance
- Insurance and myth
- Enter Companies
- The growing years
- Kotak In India
- Company Detail
- Kotak’s story
- Products & Services
- Kotak Mahindra group of companies
- Vision
- Analysis of Kotak Mahindra Life Insurance
- Life Advisor Profiles for Kotak Life Insurance
- SWOT Analysis

3. Research Methodology
a. Title
i. Title Justification
b. Objective
i. Objective One
ii. Objective Two
c. Scope of the Study
d. Significance of the study
e. Research Design
f. Sampling Methodology
g. Limitations

4. Facts and Findings
5. Data Analysis and Interpretation
6. Recommendations
7. Conclusion

8. Bibliography
a. Books
b. Internet
i. Sites
ii. Search Engines

9. Annexure
a. Questionnaire

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