Final Presentation On Sharekhan

A PRESENTATION ON EXECUTIVE TRAINING

:SUBMITTED BY:

AJEET KUMAR 8NBNG010 ICFAI, NAGPUR MBA (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 culture  To develop the personality  To achieve successfully assigned target within time frame.  To gain a financial knowledge  To 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 behavior To 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

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Tasks Achieved • 10 Demat Account • 6 Mutual Fund Total Performance

Limitations  Panic investors  Wrong approach  Unawareness about Nagpur city  Communication gap due to lack of local language  Perception of people about market volatility  Investments made by the people in the month of march  Scorching 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.