The document discusses JM Financial, an integrated Indian financial services firm established in 1986. It offers services across four verticals: lending, capital markets, asset/wealth management, and insurance. Major players in India's financial market include ICICI Direct, Indian Bulls, Kotak Securities, and Angel Broking. JM Financial aims to be the most trusted financial partner and provide clients with a broad array of products while pursuing objectives like teamwork and participation.

2. guruprasad

3.  The financial services includes firms that are engaged
in activities such as investing, lending, insurance,
securities trading and securities issuance.
 A Financial Market Consist of two major segments:
 Money market
 Capital market

4.  Major players in the market are:
 ICICI direct
 Indian bulls
 Kotak securities
 Anggel broking

5.  JM Financial is an Integrated financial service group
which offers wide range of services to clients like
corporations, financial institutions, retail investors etc.
 It was established on January 30th 1986.
 JM broking and financial services today operate in four
verticals:
 Lending
 Capital Market
 Asset and wealth management
 Protection

6.  They provide services like
1. Personal credit
2. Online investment
3. Insurance advisory etc
 Their future plans are as follows:
1. Determining appropriate plan and strategy to achieve
the financial goals.
2. Setting objectives both in terms of return and risks.
3. Evaluating the plan in a timely manner.

7.  Vision
To be the most trusted partner for every stakeholder in the financial world.
 Mission
o Rapidly increase the number of our client relationships to clear market
leader.
o Provide our clients with a very broad array of product offering.
 Values
We have always sought to be a value-driven organization, where our values
direct our growth and success.
 Objectives
Teamwork
Participation

9.  Finance department
HR department
 Marketing department
 IT department
 Administration department

10. A. STRENGTHS
• Good brand image
• Adopting latest technology
• Experienced work force
• Offer trade rewards
B. WEAKNESS
• Increasing overhead cost
• Lack of commitment with work
force
• No proper communication
C. OPPORTUNITIES
• New Govt. policies
• Targeting rural customers
• Booming brokerage industry
• Increasing usage of internet
D.THREATS
• Foreign currency fluctuations
• Economic conditions
• More competitors

11.  Problem area :
Challenges in recruiting skilled candidates for the
clients.
 Methodology adopted:
• Primary data
• Secondary data

12. The various working progress of the company to
acquire different candidates from different source.
Consultant follow specific code of conduct in the
discharge of their services to clients.
Suggesstions:
 More branches
 Customer awareness
 Feedback

13. THANK YOU