Date post: | 21-May-2015 |
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A PRESENTATION ONEXECUTIVE TRAINING
:SUBMITTED BY:AJEET KUMAR8NBNG010ICFAI, NAGPURMBA (2008-2010)
Company Guide:- MR. CHIRAG JOSHI
Executive Training Title
“To Generate a Business of Two Lakhs Rupees by Selling Mutual Fund and
Opening New Demat Account”
Contents
Introduction of Company Objectives Target and Tasks set Strategy Target Vs Achievements Limitation Conclusion Learning in the Executive Training
Introduction
• Name: Sharekhan Company Limited
• Punch line: Your Guide To The Financial Jungle
• Telephone no: 022-67482000
Toll Free: 1800227500
• working under SSKI (S. S. Kantilal Ishwarlal) Ltd.
• SSKI was founded in 1922.
• SSKI Entered into Retail Broking in 1985
• They Provides you a Complete Life-Cycle of Investment Solutions in Equities, Derivatives, Commodities & Depository Services.
• SSKI has been voted the best domestic brokerage in by Asiamoney Polls 2004
Services
Types of Account in sharekhan
1) Sharekhan Classic account
website / JAVA BASED APPLET
2) Sharekhan tradetiger account
Application based software
Objectives
To get familiar with the corporate cultureTo develop the personalityTo achieve successfully assigned target within time frame.To gain a financial knowledgeTo improve my communication skill.To give maximum output in terms of every assigned work.To get an opportunity to apply the concepts learnt in real
life situations.To study the client behaviorTo add more skills, knowledge during completion of
assigned job
Target/tasks
To collect the database To generate business of minimum Rs.2,00,000 Understanding client's businesses needs and
associated risk implications Adding value in valuation assumptions,
structuring,
negotiating Long term commitment and strong relationships
Strategy
To gain a detail knowledge of product. Collect the clients database.Tele calling & taking appointment.Meet the client.Feedback & references.
Strategies
Target Assigned -200,000 /-Target Achieved -235,000 /-Achievement in % - 118 %
Tasks Achieved
• 10 Demat Account
• 6 Mutual Fund
Total Performance
Limitations
Panic investorsWrong approachUnawareness about Nagpur cityCommunication gap due to lack of local languagePerception of people about market volatilityInvestments made by the people in the month of marchScorching heat in Nagpur in the month of April and May
Learning in the Executive Training:-
• Buying Behavior of client in product.
• Improve communication skill & Confidence
• Knowledge about the Mutual Fund.
• Managing time or importance of time when meeting the client.
• Managing the relationship with each and every client.