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MADHAV VARSHNEY
2108010700122
IMR – B
SESSION – IMR B
 To know the customers perception towards stock trading
via online and offline.
To learn the concepts and working of stock market.
 To open DMAT accounts and bringing business to the
company
Providing genuine data for the company’s database and
working on existing database of the company.
Name: Sharekhan Company Limited
Punch line: Your Guide To The Financial Jungle
 Website : WWW.SHAREKHAN.COM
 CEO : Tarun Shah
 working under SSKI (S. S. Kantilal Ishwarlal) Ltd
 Sharekhan is India’s leading retail broking house. Sharekhan is one of the largest
stock broking houses in the country.
 Sharekhan Ltd. offers its customers a wide range of equity related
services like execution on BSE, NSE, derivatives, depository services,
online trading, etc.
RESEARCH METHODOLOGY
❖ The methodological approach to this study is descriptive
❖ The phenomena to be studied is consumer attitudes and behaviour
METHODOLOGY
❑ COLLECTION OF DATA
❖ For collecting the primary data from the users a questionnaire was designed. This
questionnaire was administered to the individuals who already are investing or
trading in the stock market.
❑ secondary data needed for the study was collected from the database of the customers of
Sharekhan Ltd
❑ SAMPLING METHODOLOGY
❖ Sampling locations – Delhi NCR.
❖ Sampling units – people investing in stock market.
❖ Sampling techniques probability sampling (convenient sampling).
❖ Sample size – 100
❖ Mode of survey – Personalized interviews
- Questionnaire
INTERPRETATION ON DATA
COLLECTED
• What mode you prefer when investing in stock market?
• Do you confirm from your broker after the order is executed?
What were the sources from where you got the information about the stock
broker to invest in the stock market ?
Please rate your appetite of risk taking on a scale of 1 to 5 (moving
horizontally from low risk taking to high risk taking)
How do you utilize your savings?
LIMITATIONS
Time duration
 Myths regarding stock market
 Lack of awareness among people
 No predefined objectives while investing money
Misleading concepts
 Lack of knowledge
MY LEaRNING
❖ Working on live terminals of NSE and BSE
❖ Managing the relationship and time with clients.
❖ Knowledge of different segments of stock market
❖ Knowledge of several financial instruments
❖ Opportunity to explore many things
❖ Selling tactics
❖ How to deliver Presentation to the clients
❖ Patience was the thing that I learned as I have to approach various persons to
whom I had to explain same things again and again while approaching or calling
them at regular Intervals.
 Achieved 10% return on my investment
 Secured good marks in the test conducted by territory manager
 Teaching and leading new customer
 Giving presentations on various topics to the customers
 Given business of more than 1 lakh to the company
 Opened 3 DMAT accounts
 Helping new clients in conducting their trade
 Working on and updating company’s database
 Fixing appointments with clients
 Make the clients understand how to use the software of
Sharekhan.
madhav sherkhan.pptx

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madhav sherkhan.pptx

  • 2.  To know the customers perception towards stock trading via online and offline. To learn the concepts and working of stock market.  To open DMAT accounts and bringing business to the company Providing genuine data for the company’s database and working on existing database of the company.
  • 3. Name: Sharekhan Company Limited Punch line: Your Guide To The Financial Jungle  Website : WWW.SHAREKHAN.COM  CEO : Tarun Shah  working under SSKI (S. S. Kantilal Ishwarlal) Ltd  Sharekhan is India’s leading retail broking house. Sharekhan is one of the largest stock broking houses in the country.  Sharekhan Ltd. offers its customers a wide range of equity related services like execution on BSE, NSE, derivatives, depository services, online trading, etc.
  • 4.
  • 5. RESEARCH METHODOLOGY ❖ The methodological approach to this study is descriptive ❖ The phenomena to be studied is consumer attitudes and behaviour METHODOLOGY ❑ COLLECTION OF DATA ❖ For collecting the primary data from the users a questionnaire was designed. This questionnaire was administered to the individuals who already are investing or trading in the stock market. ❑ secondary data needed for the study was collected from the database of the customers of Sharekhan Ltd ❑ SAMPLING METHODOLOGY ❖ Sampling locations – Delhi NCR. ❖ Sampling units – people investing in stock market. ❖ Sampling techniques probability sampling (convenient sampling). ❖ Sample size – 100 ❖ Mode of survey – Personalized interviews - Questionnaire
  • 6. INTERPRETATION ON DATA COLLECTED • What mode you prefer when investing in stock market? • Do you confirm from your broker after the order is executed?
  • 7. What were the sources from where you got the information about the stock broker to invest in the stock market ?
  • 8. Please rate your appetite of risk taking on a scale of 1 to 5 (moving horizontally from low risk taking to high risk taking)
  • 9. How do you utilize your savings?
  • 10. LIMITATIONS Time duration  Myths regarding stock market  Lack of awareness among people  No predefined objectives while investing money Misleading concepts  Lack of knowledge
  • 11. MY LEaRNING ❖ Working on live terminals of NSE and BSE ❖ Managing the relationship and time with clients. ❖ Knowledge of different segments of stock market ❖ Knowledge of several financial instruments ❖ Opportunity to explore many things ❖ Selling tactics ❖ How to deliver Presentation to the clients ❖ Patience was the thing that I learned as I have to approach various persons to whom I had to explain same things again and again while approaching or calling them at regular Intervals.
  • 12.  Achieved 10% return on my investment  Secured good marks in the test conducted by territory manager  Teaching and leading new customer  Giving presentations on various topics to the customers  Given business of more than 1 lakh to the company  Opened 3 DMAT accounts  Helping new clients in conducting their trade  Working on and updating company’s database  Fixing appointments with clients  Make the clients understand how to use the software of Sharekhan.