To assess the effectiveness of financial advisors in reaching out to potential clients and promoting ICICI Prudential life insurance products.
To analyze the contribution of financial advisors in increasing sales and revenue for the company.
To identify key challenges faced by financial advisors in selling life insurance products and recommend strategies for improvement.
Conduct a literature review on the role of financial advisors in the insurance industry.
Design a survey questionnaire to collect data on the performance of financial advisors at ICICI Prudential Life Insurance.
Analyze the survey results and identify trends and patterns in the data.
Interview key stakeholders, such as financial advisors and sales managers, to gather insights on the challenges faced by advisors and their suggestions for improvement.
Develop recommendations to enhance the effectiveness of financial advisors in promoting ICICI Prudential life insurance products.
