Presentation On Final Report

FINAL REPORT OF BONANZA PORTFOLIO.LTD

SUBMITTED TO : MR. DEEPAK SINHA (FACULTY GUIDE) MR.SHAILENDRA AWASTHI (COMPANY GUIDE)

SUBMITTED BY NEHA DHAMIJA ENROLMENT NO: 7NBLK049 MBA (2007-09) LUCKNOW

TABLE OF CONTENTS •ACKNOWLEDGEMENT •COMPANY PROFILE •OBJECTIVES •TARGETS AND ACHIEVEMENTS •STRATEGY ADOPTED •ANALYSIS OF PERFORMANCE VS.TARGET.REASONS FOR VARIANCE •LIMITATIONS / PROBLEMS •LEARNING IN THE EXECUTIVE TRAINING •AWARDS / REWARDS •CONCLUSION

ACKNOWLEDGEMENT I would like to thank ICFAI NATIONAL COLLEGE for giving me such an opportunity to face the real life exposure to work environment in the market , and I would like to express my heartfelt thanks to my faculty guide MR.DEEPAK SINHA.ICFAI NATIONAL COLLEGE and it was really a rewarding experience working under the guidance of such an experienced person MR.SHAILENDRA AWSTHI,BRANCH HEAD OF BONANZA PORTFOLIO LTD.

COMPANY PROFILE Bonanza is a leading Financial Services & Brokerage house with acknowledged industry Leadership in execution and clearing services on Exchange traded derivatives and cash market products. BONANZA is a 6th largest broking house in terms of terminals.

OBJECTIVES •Exposure towards market knowledge. •Familiarize with the real environment. •Enhancement of financial and marketing skills.

TARGETS AND ACHIEVEMENTS •First target was market survey and data collection. •Open 20 Demat accounts in 2 months. •Generate perspective customer for the company who are doing proper investment in stock market. ACHIEVEMENTS 16 Demat accounts are open. And names and contact numbers of my clients are as below:

NAMES

CONTACT NUMBERS

MR.AJAY KUMAR DHAMIJA MR.RAJESH KUMAR

9450637171

MR.NARESH CHANDRA MR.NITIN DHAMIJA

9415541060

MR,M.P.SINGH

9415466029

MR.OMKAR SINGH

9305360830

MR.DEEPAK NAGPAL

9335905644

9839775388

9415324515

MR.RAJ KISHOR SINGH MR.VINOD JAISINGH

9450651615

MR.AMIT BHUTANI

9839224001

MR.RAM KUMAR VISHWAKARMA MR.AMIT TALWAR

9839911924

MR.JATIN BAJAJ

9415106306

MR.BHATIA

9450771713

MR.SONU SARDAR

9956211303

MR.NITIN DHANKANI

9936696582

9415798305

9415008377

STRATEGY ADOPTED: 

I have got knowledge from the company, about the market segmentation, the strategy followed by them, and I have followed the company literature.

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In the market I met the customers and asked them about their interest related to stock market.

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Cold calling and take appointments.

REASONS FOR VARIATIONS IN PERFORMANCE There is only one reason for variation in my target is:  On the very last moment some of the clients were changed their moods , change their mood of opening Demat accounts.

LIMITATIONS / PROBLEMS 

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Many customer are unaware with the name of the company because of low promotion Survey area is confined within the Lucknow. There are many competitors existing in the market so customers are free to go with any company.

LEARNING IN THE EXECUTIVE TRAINING In this training session I have gained Financial and marketing knowledge from our company head MR.SHAILENDRA AWSTHI, some points of marketing knowledge are like this: 

Make your attitude always positive towards your work.

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On one time work on a single territory.

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Make your work simple and short, so that it would be easy for you and your clients.

AWARDS / REWARDS Our company has given has some motivational factors in the form of Awards / Rewards : 

PRE PLACEMENT OFFERS.

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INCENTIVES OR STIPENDS.

CONCLUSION 

Through market research I came to know that BONANZA PORTFOLIO LTD. is in its growing stage who is serving their customers with Hi-Tech in this industry.

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I found that the effective mode of advertisement in the market were TELE CALLING, COLD CALLING and WORD OF MOUTH of employees as well as exiting clients of BONANZA PORTFOLIO LTD.

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On the basis of achieved target, that at