I hope you are not looking for the ‘mea culpa’ message of Raju…of Satyam…this is different! I recently met the MD of a financial services company – obviously I am not naming him/her. It also does not matter whether it is a brokerage house, mutual fund, life insurance company, bank or a distribution house. So […]

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I have a friend who has worked in a bank for many years – from a rookie sales person to almost the top job in sales and marketing. She has (to me surprisingly) acquired a lot of knowledge about banking, mutual fund and life insurance. Not knowing much of her background (she now works for […]

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Insurance – Life or General is largely about answering some questions like “What if….goes wrong”? The fundamental objective of insurance is to provide a means to offset the burden of financial loss. Think of insurance as a premium paid for “transfer of risk” premium. An alternative method of dealing with risk. You are paying an […]

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A new agent joined a private life insurance company. He took about one month to start and then started blazing all records in sales. Like they say “Din Dhugni raat Chougni” sales was happening. He was brilliant, absolutely brilliant. His immediate manager wanted to go with him on a sales call – one does not […]

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