The document provides information about ICICI Direct, an online brokerage firm in India. It discusses ICICI Direct's large customer base across India and abroad, its assets under management, and awards for its platform. It then outlines ICICI Direct's advantages as a one-stop financial solutions provider and integrated approach to managing customer finances. The rest of the document discusses a presentation about mutual funds given by Subrato Banerjee, including an introduction to mutual funds, how they work, the scope of the project to demonstrate ICICI Direct's online platform and gather customer feedback, and findings from customer calls and surveys.

1. PRESENTATION
ON
SUBMITTED BY :
Subrato Banerjee
MBA- Finance And
Marketing
AGBS NOIDA
AMITY GLOBAL BUSINESS
SCHOOL
NOIDA
Guide:-
Havish Sir

2. About ICICIdirect
• Largest E-Brokerage House in India
• 2.8 Million customers
• Customers across in 20 countries ,
1255 cities and 8671 Pin codes
• `53.3 bn Mutual Fund Asset Under
Management
• Rs. 450 billion of Equity Holdings
Performance
Award winning platform
Outstanding long term
performer
Value for Money
Seamlessly integrated products
Investment management
approach
Service excellence
Diversified customer base
Customer focus approach
ICICI Direct Advantage - One stop financial solutions provider
Comprehensive and integrated approach to manage your finances.
3/4/2016 2ICICI Securities Ltd.

3. INTRODUCTION OF MUTUAL
FUND
 A Mutual Fund is a trust that pools
together the savings of a number of
investors who share a common financial
goal.
 The money thus collected is then invested
in capital market instruments such as
shares, debentures and other securities.

4. How Mutual Fund works
3/4/2016 ICICI Securities Ltd. 4

5. SCOPE OF THE PROJECT
To demonstrate ICICI directs’s online platform for mutual fund
investments and seek customer’s insights on their savings
and investment patterns and feedback on ICICI direct
platform.
Key Responsibilities:
 To call to the Mapped clients of ICICI Direct
 To seek appointment with the mapped Clients
 Give them a demo about the benefits of Mutual Funds and
online platform of ICICI direct.com for investment
 Get an online survey and feedback form Filled up by Clients
3/4/2016 5ICICI Securities Ltd.

6. Pivotal Lite Software
3/4/2016 6ICICI Securities Ltd.

7. Activity Report
COUNT
OF
CALLS
ASSIGN
ED
CONTACTABLES NON
CONTACT
ABLES
FEEDBACK
RECEIVED
INTEREST
ED
NON-
INTER
ESTE
D
1731 762 444 107 39 68
COUNTS OF CALLS
ASSIGNED
CONTACTABLES
NON CONTACTABLES
FEEDBACK RECEIVED
INTERESTED NOT INTERESTED
ACTIVITY REPORT
COUNTS OF CALLS ASSIGNED CONTACTABLES NON CONTACTABLES
FEEDBACK RECEIVED INTERESTED NOT INTERESTED

8. INSURANCE
26%
EQUITY
9%
PROVIDENT
FUND,DEBENTUR
E OR BONDS
4%
CORPORATE
DEPOSIT
8%
MUTUAL FUND
15%
NON TRADERS
38%
CUSTOMER PROFILE

9. Not Interested Customers
3/4/2016 9ICICI Securities Ltd.
Not
Interested
Personal
Problem
Work Load Not Satisfied
Do not want
to invest
Funds Not
available Lack of
knowledge
Personal Problem,
68, 20%
Work Load, 116,
33%
Not Satisfied, 34,
10%
Do not want to
invest, 82, 24%
Funds not available
30
9%
Lack of knowledge,
15, 4%

10. FINDINGS
 Most of the customers were not fully aware with mutual fund and its
advantage.
 Customers even who know about mutual fund, are not investing their
money into it because of lack of knowledge about mutual fund.
 Most of customers do trade in equity, mutual fund they do in offline mode.
 Customers prefer to invest in other alternatives mostly in insurance.
 In future, customers would like to invest in mutual fund if ICICI Securities
create awareness and provide right knowledge about mutual fund among
customers.