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attached to this undertaking. - Reliance Life Insurance · Joining letter/ID card ID card/visting...

Date post: 23-Oct-2020
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CDA CDA attached to this undertaking.
Transcript
  • CDA

    CDA

    attached to this undertaking.

  • CDACDA

    of the RLIC employee and relationship

    Q Score Questionnaire - Mandatory (please tick the correct box as applicable)

    Age1. 18-23 years >23 - 40 years >40 Years

    2. 0 - 2 years >2 - 5 years >5Years

    3. Class 12 Graduation Post Graduation/Professional Qualification

    4. 0 - 1 Lakh >1 - 3 Lakhs >1 - 3 Lakhs

    5.No Yes

    6. No Yes

    7. No Yes

    8. No Yes

    No. of years residing in current city

    Education Qualification

    Family Income

    Association With Esteem Clubs (Lions, Rotary,

    Club member of other life insurance companies etc)

    Preferred Profiles*

    Has Office Infrastructure

    Has previous Sales experience

    Criteria

    * Preferred Profiles

    Teacher/Professor, State &Central Govt Employees, Bank Employees, Post Master/Postal Employees/Postal Agent, Financial Product Distributors

    (MF/FD/Bonds/Home Loans/Gen Ins/Chit Funds/Daily Deposits), FMCG Distributors/ Network Agents

    (Amway/Tupperware/Modicare/Oriflame/Sahara/Avon/ForeverLife/Herbalife Agents), Army/Navy/AirForce/Police Personnel, Panchayat Pradhan/ Panchayat

    Secretary, Retired Persons/Retired Development Officers, Lawyers, CA/CS/Tax Consultants/Accountants, Travel Agent/RTO Agent/Real Estate Agent, Members

    of Business/Registered Communities/Clubs (Rotary Club/Lions Club/Puja Committee etc.)

    Voters ID card

    Employer's certificate

    SEM/GO/PA verification

    Bank certification/statement

  • CDA

    PAN card Passport Valid Driving License Aadhar card SLC Birth Certificate

    Proof of Age provided by the Applicant. Please against the document attached (Mandatory)

    ITR Salary Statement Form 16 Bank statement(latest 3 mths) CA certificate P&L Statement or Balance Sheet

    Proof of Income provided by the Applicant. Please against the document attached (Mandatory)

    Ration card Domicile Certificate

    Proof of Domicile provided by the Applicant. Please against the document attached (Mandatory)

    Marksheet Passing certificate

    Proof of Education Qualification provided by the Applicant. Please against the document attached (Mandatory)

    Photograph of the office Property documents

    Proof of Office Infrastructure provided by the Applicant. Please against the document attached (Mandatory)

    Experience certificate

    Proof of Sales Experience provided by the Applicant. Please against the document attached (Mandatory)

    ID card/Membership Card/Visiting Card

    Proof of Association with Esteem Clubs provided by the Applicant. Please against the document attached (Mandatory)

    Preferred Profile - List of Documents (Mandatory)

    Teacher/Professor

    State &Central Govt Employees

    Bank Employees

    Post Master/Postal Employees/Postal Agent

    Financial Product Distributors (MF/FD/Bonds/Home Loans/Gen Ins/Chit Funds/Daily Deposits)

    FMCG Distributors/ Network Agents

    (Amway/Tupperware/Modicare/Oriflame/Sahara/Avon/ForeverLife/Herbalife Agents)

    Army/Navy/AirForce

    Panchayat Pradhan/ Panchayat Secretary

    Retired Persons/Retired Development Officers

    CA/CS/Tax Consultants/Accountants

    Travel Agent/RTO Agent/Real Estate Agent

    Members of Business/Registered Communities/Clubs (Rotary Club/Lions Club/Puja Committee etc.)

    Joining letter/ID card

    ID card/visting card

    ID card/visting card

    ID card/visting card

    ID card/visting card/NSDL/AMFI certificate/

    Empanelment letter

    ID card/visting card

    ID card/visting card

    Letter of Gram Panchayat

    ID card/visting card

    ID card/visting card

    ID card/visting card

    ID card/visting card

    *Preferred Profile List of Documents

    Q-score checklist

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