Final Presentation On Sharekhan

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  • Whole sale Price Index (WPI) inflation for January 2013 positively moderated for the fourth straight month and slipped below 7.0% for the first time since December 2009, marking a three-year low. Headline WPI inflation stood at 6.6% yoy in January 2013 as compared to 7.2% yoy in the previous month as well as in January 2012. On a 3MMA basis, headline WPI inflation eased to 7.0% yoy as compared to 7.3% yoy in November 2012. Core inflation receded for the fifth straight month to 4.1% yoy as compared to 4.2% yoy in the previous month and 7.0% yoy in the corresponding period of the previous year.

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Final Presentation On Sharekhan

  1. 1. A PRESENTATION ON EXECUTIVE TRAINING : SUBMITTED BY: AJEET KUMAR 8NBNG010 ICFAI, NAGPUR MBA (2008-2010) Company Guide:- MR. CHIRAG JOSHI
  2. 2. Executive Training Title “ To Generate a Business of Two Lakhs Rupees by Selling Mutual Fund and Opening New Demat Account”
  3. 3. Contents <ul><li>Introduction of Company </li></ul><ul><li>  </li></ul><ul><li>Objectives </li></ul><ul><li>  </li></ul><ul><li>Target and Tasks set </li></ul><ul><li>  </li></ul><ul><li>Strategy </li></ul><ul><li>  </li></ul><ul><li>Target Vs Achievements </li></ul><ul><li>  </li></ul><ul><li>Limitation </li></ul><ul><li>  </li></ul><ul><li>Conclusion </li></ul><ul><li>  </li></ul><ul><li>Learning in the Executive Training </li></ul>
  4. 4. Introduction <ul><li>Name: Sharekhan Company Limited </li></ul><ul><li>Punch line: Your Guide To The Financial Jungle </li></ul><ul><li>Telephone no: 022-67482000 </li></ul><ul><li>Toll Free: 1800227500 </li></ul><ul><li>working under SSKI (S. S. Kantilal Ishwarlal) Ltd. </li></ul><ul><li>SSKI was founded in 1922. </li></ul>
  5. 5. <ul><li>SSKI Entered into Retail Broking in 1985 </li></ul><ul><li>They Provides you a Complete Life-Cycle of Investment Solutions in Equities, Derivatives, Commodities & Depository Services. </li></ul><ul><li>SSKI has been voted the best domestic brokerage in by Asiamoney Polls 2004  </li></ul>
  6. 6. Services
  7. 7. Types of Account in sharekhan <ul><li>Sharekhan Classic account </li></ul><ul><li>website / JAVA BASED APPLET </li></ul><ul><li>2) Sharekhan tradetiger account </li></ul><ul><li>Application based software </li></ul>
  8. 8. Objectives <ul><li>To get familiar with the corporate culture </li></ul><ul><li>To develop the personality </li></ul><ul><li>To achieve successfully assigned target within time frame. </li></ul><ul><li>To gain a financial knowledge </li></ul><ul><li>To improve my communication skill. </li></ul><ul><li>To give maximum output in terms of every assigned work. </li></ul><ul><li>To get an opportunity to apply the concepts learnt in real life situations. </li></ul><ul><li>To study the client behavior </li></ul><ul><li>To add more skills, knowledge during completion of assigned job </li></ul>
  9. 9. Target/tasks <ul><li>To collect the database </li></ul><ul><li>To generate business of minimum Rs.2,00,000 </li></ul><ul><li>Understanding client's businesses needs and associated risk implications </li></ul><ul><li>Adding value in valuation assumptions, structuring, </li></ul><ul><li>negotiating </li></ul><ul><li>Long term commitment and strong relationships </li></ul>
  10. 10. Strategy <ul><li>To gain a detail knowledge of product. </li></ul><ul><li>Collect the clients database. </li></ul><ul><li>Tele calling & taking appointment. </li></ul><ul><li>Meet the client. </li></ul><ul><li>Feedback & references. </li></ul>
  11. 11. Strategies
  12. 12. Target Assigned - 200,000 /- Target Achieved - 235,000 /- Achievement in % - 118 %
  13. 14. Tasks Achieved <ul><li>10 Demat Account </li></ul><ul><li>6 Mutual Fund </li></ul>Total Performance
  14. 15. Limitations <ul><li>Panic investors </li></ul><ul><li>Wrong approach </li></ul><ul><li>Unawareness about Nagpur city </li></ul><ul><li>Communication gap due to lack of local language </li></ul><ul><li>Perception of people about market volatility </li></ul><ul><li>Investments made by the people in the month of march </li></ul><ul><li>Scorching heat in Nagpur in the month of April and May </li></ul>
  15. 16. Learning in the Executive Training:- <ul><li>Buying Behavior of client in product. </li></ul><ul><li>Improve communication skill & Confidence </li></ul><ul><li>Knowledge about the Mutual Fund. </li></ul><ul><li>Managing time or importance of time when meeting the client. </li></ul><ul><li>Managing the relationship with each and every client. </li></ul>

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