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LIVE PROJECT (20th Feb – 20th Mar)
1
Yogesh Singrodia
F2 (2016-2018)
437
Introduction
• Established: 1985
• Headquarters: New Delhi, India
• Founder: Shri R.A. Kila
• Began its operations as a corporate advisory firm
• Operations: In New Delhi – 3 branches
• Employees: 350+ (full time)
• Official Website: http://perfectgroup.org/
2
Service Offerings
Financial Services
Corporate Advisory
Research
Infrastructure
Insurance
3
Job Handled
Date/2017 Job Assigned
Feb 20 Interaction about the company
Feb 21 I was sent to verification department
Feb 22 I was sent to sorting department
Feb 23 I was sent to accounts department
Feb 24 I was sent to recovery department
Feb 25 -
Mar 5
I was sent to different showrooms of 2 wheelers to do the
mystery audit of their agents and dealers
Mar 6 - Mar
10
I was assigned to insurance department where they dealt with
both type of internal and external clients
Mar 11 -
Mar 17
I was sent again to recovery department where I was assigned to
give advice to the recovery team that how they will convince
their defaulters for repayments of loans
Mar 18 -
Mar 20
I was sent to deal with the defaulters for the full settlement of
the loans
4
Learning
This live project was very formative for me in this I have
improved on many things and learned lot of things that I think
would be useful for me in the future.
Some of them are as given below:-
 PROFESSIONAL:
 Learned how to manage and plan the works and job
 Developed skills to interact with the corporates and understand
their perspective
 PERSONAL:
 Developed confidence
 Developed interpersonal skills
 I have also developed a skill to read non-verbal cues of a
person in a conversation
 Learned to become focused towards our work
 Learned how to convince others to make the ease of work and
duty assigned
5
Suggestions
 They can expand into other cities
 They can launch their own multi-level marketing
platform
 Adhere to a office schedule
 They should keep proper database and handle work with
patience
 Training sessions for both new and existing employees
 Should start 4 wheeler and other loans like
entertainment loan etc.
 Analysis of showrooms and minimize the % of showroom
wise defaulters
6
Have a nice day!
7
THANK YOU

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Perfect finance live project ppt

  • 1. LIVE PROJECT (20th Feb – 20th Mar) 1 Yogesh Singrodia F2 (2016-2018) 437
  • 2. Introduction • Established: 1985 • Headquarters: New Delhi, India • Founder: Shri R.A. Kila • Began its operations as a corporate advisory firm • Operations: In New Delhi – 3 branches • Employees: 350+ (full time) • Official Website: http://perfectgroup.org/ 2
  • 3. Service Offerings Financial Services Corporate Advisory Research Infrastructure Insurance 3
  • 4. Job Handled Date/2017 Job Assigned Feb 20 Interaction about the company Feb 21 I was sent to verification department Feb 22 I was sent to sorting department Feb 23 I was sent to accounts department Feb 24 I was sent to recovery department Feb 25 - Mar 5 I was sent to different showrooms of 2 wheelers to do the mystery audit of their agents and dealers Mar 6 - Mar 10 I was assigned to insurance department where they dealt with both type of internal and external clients Mar 11 - Mar 17 I was sent again to recovery department where I was assigned to give advice to the recovery team that how they will convince their defaulters for repayments of loans Mar 18 - Mar 20 I was sent to deal with the defaulters for the full settlement of the loans 4
  • 5. Learning This live project was very formative for me in this I have improved on many things and learned lot of things that I think would be useful for me in the future. Some of them are as given below:-  PROFESSIONAL:  Learned how to manage and plan the works and job  Developed skills to interact with the corporates and understand their perspective  PERSONAL:  Developed confidence  Developed interpersonal skills  I have also developed a skill to read non-verbal cues of a person in a conversation  Learned to become focused towards our work  Learned how to convince others to make the ease of work and duty assigned 5
  • 6. Suggestions  They can expand into other cities  They can launch their own multi-level marketing platform  Adhere to a office schedule  They should keep proper database and handle work with patience  Training sessions for both new and existing employees  Should start 4 wheeler and other loans like entertainment loan etc.  Analysis of showrooms and minimize the % of showroom wise defaulters 6
  • 7. Have a nice day! 7 THANK YOU