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    Harendra Kumar
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    The document contains sales reporting data for Reliance Life Insurance Company for the month of April 2012. It includes details of the business manager, sales heads, branch network, tele sales team, product and customer details for 4 cases that were reported on April 12th. Key details reported include names of sales personnel, their designations, product and customer names, premium amounts, payment details and contact information.

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    Copy of Copy of Copy of Copy of Copy of Copy of Copy of Copy of Copy of Copy of Copy of Fre

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    The document contains sales reporting data for Reliance Life Insurance Company for the month of April 2012. It includes details of the business manager, sales heads, branch network, tele sales team, product and customer details for 4 cases that were reported on April 12th. Key details reported include names of sales personnel, their designations, product and customer names, premium amounts, payment details and contact information.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Als XLS, PDF, TXT herunterladen oder online auf Scribd lesen
    Markieren Sie unangemessene Inhalte
    11 Ansichten12 Seiten

    Copy of Copy of Copy of Copy of Copy of Copy of Copy of Copy of Copy of Copy of Fre

    Hochgeladen von

    Harendra Kumar
    The document contains sales reporting data for Reliance Life Insurance Company for the month of April 2012. It includes details of the business manager, sales heads, branch network, tele sales team, product and customer details for 4 cases that were reported on April 12th. Key details reported include names of sales personnel, their designations, product and customer names, premium amounts, payment details and contact information.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Als XLS, PDF, TXT herunterladen oder online auf Scribd lesen
    Markieren Sie unangemessene Inhalte
    von 12

    S.

    NO

    Month

    Reporting Date

    Business Category

    Company name

    Business Manager

    CHANNEL SALES

    APRIL

    12-Apr-12

    LI

    RELIANCE

    SHAHNAZ KHAN

    ALTERNATE

    2 3 4 5

    APRIL APRIL APRIL APRIL

    12-Apr-12 12-Apr-12 12-Apr-12 12-Apr-12

    LI LI LI LI

    RELIANCE RELIANCE RELIANCE RELIANCE

    SHAHNAZ KHAN SHAHNAZ KHAN SHAHNAZ KHAN SHAHNAZ KHAN

    ALTERNATE ALTERNATE ALTERNATE ALTERNATE

    VP SALES

    SALES HEAD

    STATE HEAD

    TH of Branch network

    RSM/BM/ SM/BDM RM

    ZSM/SR RM

    BHARAT AGARWAL

    DHRUV JAITELY

    HIMANSHU ARYA

    BHARAT AGARWAL BHARAT AGARWAL BHARAT AGARWAL BHARAT AGARWAL

    DHRUV JAITELY DHRUV JAITELY DHRUV JAITELY DHRUV JAITELY

    HIMANSHU ARYA HIMANSHU ARYA HIMANSHU ARYA HIMANSHU ARYA

    DESIGNA TION BDM/FSP /ZSM/SR /ZM RM/TM/ RM ZSM -

    SUB BDO_NAM BDO_EMP SUBBROK Sales BROKER E _CODE ER CODE team NAME

    Market

    CHANNEL TELE SALES

    IN-18036

    SP2DL333

    DELHI

    DELHI-NCR

    PARTNER

    ZSM ZSM ZSM ZSM

    IN-18036 IN-18036 IN-18036 IN-18036

    SP2DL333 SP2DL333 SP2DL333 SP2DL333

    DELHI DELHI DELHI DELHI

    DELHI-NCR DELHI-NCR DELHI-NCR DELHI-NCR

    PARTNER PARTNER PARTNER PARTNER

    VP TELE SALES

    AVP

    ZONE

    RM

    ASST ASST MANAGER TEAM MANAGER MANAGER EMP. LEADER CODE -

    TEAM LEADER EMP CODE

    NORTH

    NORTH NORTH NORTH NORTH

    TEAM COORD

    TEAM COORD CADRE EMP CODE

    Cadre emp code

    TELE TELECALL CALLER ING TEAM NAME

    TELE PRODUCT caller CATEGORY EMPCODE

    ENDOWNMENT

    ENDOWNMENT ENDOWNMENT ENDOWNMENT ENDOWNMENT

    PRODUCT NAME

    Premium paying term

    PLAN TERM

    Rider option given to customer (Y or N) -

    BACHAT ANDELMANT

    Customer id (as an when released thru E followup module) -

    App no

    Policy No if case logged

    D1419635

    BACHAT ANDELMANT BACHAT ANDELMANT BACHAT ANDELMANT BACHAT ANDELMANT

    C5505194 C5505191 C5505193 C5505192

    Inward No only in FIRST_NAME of LA case of GI

    LAST_NAME of DOB of LA LA

    FIRST_NAME of Proposer

    LAST_NAME of proposer

    SHIMLA

    QIWAKER

    1-Jan-50

    SHRI KRISHAN

    QIWAKER

    ASHA HIMANSHU ADITYA PARDEEP KUMAR

    SAXENA VERMA AGRWAL VARSHNEY

    VIJAY KUMAR 16-2-1993 RADHA RANI 12/10/1969 KANHIYA LAL 19-8-1975 PREM SHANKER

    SAXENA VERMA AGRWAL VARSHNEY

    DOB of proposer

    WAPI

    ECS INTERCIT ECS_ location PREMIUM AMT Y_(YES/N given or Non _MODE RECEIVED O) ONLY (YES/NO) ECS LI location YEARLY 30000 NO NO -

    Concurren t TELECALL verificatio INGTEAM n case (Y AMT or N) -

    25-10-1941

    30000

    16-7-1955 21-3-1945 6/7/1941 20-11-1936

    25000 30000 30000 40000

    YEARLY YEARLY YEARLY YEARLY

    25000 30000 30000 40000

    NO NO NO NO

    NO NO NO NO

    TELECALL SALESTEA PAYMENT ING TEAM MAMOUNT _MODE AMOUNT

    CHEQUE_D CHEQUE/DEMAND_DRAFT_NO ATE

    RES LANDLINE NO

    CHEQUE

    25-4-12

    676314[SBI]

    CHEQUE CHEQUE CHEQUE CHEQUE

    7/4/2012 9/4/2012 7/4/2012 15-4-12

    651475[PNB] 116442[CANARA BANK] 13470[CANARA BANK] 876866[PNB]

    MOBILE NO

    OFF LANDLINE company Name NO

    advisor NAme

    Agent code

    Sum assured

    *09540896175

    NetAmbit Insurance Broking India Ltd.

    *09540390809 *09971208147 *09540734168 *09560362547

    NetAmbit Insurance Broking India Ltd. NetAmbit Insurance Broking India Ltd. NetAmbit Insurance Broking India Ltd. NetAmbit Insurance Broking India Ltd.

    RES.ADDRESS

    residential address city

    OFFICE ADD.

    28 B JANAK PURI SHAHGAIY AGRA

    AGRA

    4 VINAY NAGAR BODLA AGRA NEAR. HALI PUBLICE SCHOOL PURAVASIA NIWAS A-18 ALOK NAGAR NR.CANARA BANK 21 MADHAV KUNJ PRATAP NAGAR .AGRA 14- VINAY NAGAR BADLA ROAD SHYAM AGRA

    AGRA AGRA AGRA AGRA

    office address city

    Others 1

    Others 2

    Karan status

    REASON

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