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Brokerage business house expansion strategy:

Brokerage business house expansion strategy:

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Unicon presentation Corporate,Retail Team Unicon presentation Corporate,Retail Team Presentation Transcript

  • UNICON SALES TEAM STORM RETAIL TEAM CORPORATE TEAM
  • RETAIL SALES TEAM
    • INDENTIFY WHAT OUR COMPETITORS SELLING
    • HOW MUCH & HOW THEY ARE SELLING
    • DEVOTE FULL TIME IN THE MRKT
    • WORK ON PRICING AND OTHER OFFERS
    • CO-ORDINATE WITH BRANCHES WORK IN THEIR AREAS
    • MAKE UNICON MORE VISIBLE IN THE MARKET
  • CORPORATE SALES TEAM
    • LOCATE CORPORATE CLIENTS
    • GET DATA FROM DIFFERENT SOURCES
    • MOST IMP NRI A/C
    • UN REPRESENTED AREAS LIKE HP
    • MAKE PVT BNK AS BUSINESS PARTNER
    • TIE UP WITH SOME FOOD CHAIN/BUSINESS HOUSE
  • SALES PROMOTION SCHEMES
    • OPEN DMAT / TRADING A/C IN 24HRS
    • OPEN ONE AND GET ANOTHER A/C FOR FREE
    • FAMILY A/C PACKAGE
    • FREE BROKERAGE FOR THE GIVEN PERIOD
    • FREE GIFTS / CHANGES IN WELCOME KIT
  • SALES PROMOTION SCHEMES
    • FREE TRAINING AT OUR BRANCHES / MOCK TRADING
    • SPL SCHEMES FOR HOUSE WIVES
    • SEND BIRTH DAY / ANNIVERSARY CARDS WITH DISCOUNT COUPANS
    • STICKERS ON PARKING TICKETS WINNER CAN WIN FREE A/C FROM UNICON
    • WE CAN INSTALL RUNNING TICKER ON OUR MAIN BRANCHES LIKE SMC
  • INTERNAL IMPROVEMENT
    • 1)RECOGNITION AND REWARDS TO BRANCHES & RMS FOR BEST BROKERAGE/ A/C OPENING IT WILL CREATE HEALTHY COMPETITION &MOTIVATE THEM TO WORK HARD FOR THEIR SELF PRIDE IN THE COMPANY
    • 2)IT WILL LIFT THEIR MORALE AND GIVE THEM FEELING OF PRIDE/BEST EMPLOYEE OF THE MONTH (CERTIFICATE) .
    • 3)QUALITY CHECK FOR THE RM/ BRANCHES LIKE IN BPO’S. ARE THEY GIVING RIGHT MESSAGE TO THE CLIENT’S (REGULAR AUDITS)
    • BRING THE EMPLOYEES MORE CLOSER TO THE COMPANY WITH THE BONDING
  • INTERNAL IMPROVEMENT CONT:
    • 4) EVERY BRANCH SHOULD BE AUDITED ON REGULAR BASIS AND FEED BACK IS GIVEN TO CEO IT WILL NOT ONLY HELP US IN IMPROVING OUR TEAMS BUT IMPROVE OUR RELATIONSHIP WITH THE CLIENTS ON THE WHOLE. CLIENT BASE IS NOT ANYBODY’S PERSONAL PROPERTY IT IS UNICON’S CLIENT BASE.
    • 5) IT SHOULD BE MANDATORY TO ALL EMPOYEES WEAR THEIR ID’S
    • 6) THERE SHOULD BE TEAM SPIRIT REGULAR MEETINGS OF ALL BRANCHES WITH A/C OPENING &RMS WILL IMPROVE CO-ORDINATION AND WORK LIKE TEAM AS OUR GOAL IS ONE TAKE UNICON HIGHER AND HIGHER .
    • 7)RM’S ARE OVERBURDEN WITH 300 ACCOUNTS IN CASE HE/SHE LEAVES TAKES ATLEAST 30-40% OF OUR CLINTS
  • MARKET ANALYSIS OF BROKERS
    • MOTILAL OSWAL MARKETING THROUGH BDE OPENING 800A/C@Rs100
    • SMC OPENING A/C IN 24HRS MAX 500 A/C @410
    • SHARE KHAN MAX DP A/C OPENING FOR IPO @750
    • INDIA INFOLINE OPENING MAX A/C THROUGH FRANCHISE BASE @ No cost
    • INDIA BULLS MAIN FOCUSS ON CORPORATE A/C @900
    • RELIGARE OPENING 900 A/C @350
  • THANK YOU
    • Capt Aman Partap
    • (Business Head )
    • UNICON
    • Marketing Consultant and Strategist