Tag: Superiors

7

Insurance policy surrender

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Last week I was talking to two CXOs of life insurance companies. They had similar problems – but not really the same one. One CXO was still opening branches for selling life insurance – this kind of surprised me. As he was on the sales side, he was saying that the ‘training’ is too long. […]

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3

Monkey and the crocodile: Agents selling story

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In almost all trainings – whether it is a relationship managers training or a independent financial analyst’s training, one complaint comes through very loudly. It goes like this: “I have a client who invests 5 a month in a mutual fund regularly. However I am under tremendous pressure to sell him a unit linked plan […]

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