A PRESENTATION ONEXECUTIVE TRAINING

:SUBMITTED BY:AJEET KUMAR8NBNG010ICFAI, NAGPURMBA (2008-2010)

Company Guide:- MR. CHIRAG JOSHI

Executive Training Title

“To Generate a Business of Two Lakhs Rupees by Selling Mutual Fund and

Opening New Demat Account”

Contents

Introduction of Company  Objectives  Target and Tasks set  Strategy   Target Vs Achievements  Limitation  Conclusion  Learning in the Executive Training

Introduction

• Name: Sharekhan Company Limited

• Punch line: Your Guide To The Financial Jungle

• Telephone no: 022-67482000

Toll Free: 1800227500

• working under SSKI (S. S. Kantilal Ishwarlal) Ltd.

• SSKI was founded in 1922.

• SSKI Entered into Retail Broking in 1985

• They Provides you a Complete Life-Cycle of Investment Solutions in Equities, Derivatives, Commodities & Depository Services.

• SSKI has been voted the best domestic brokerage in by Asiamoney Polls 2004 

Services

Types of Account in sharekhan

1) Sharekhan Classic account

website / JAVA BASED APPLET

2) Sharekhan tradetiger account

Application based software

Objectives

To get familiar with the corporate cultureTo develop the personalityTo achieve successfully assigned target within time frame.To gain a financial knowledgeTo improve my communication skill.To give maximum output in terms of every assigned work.To get an opportunity to apply the concepts learnt in real

life situations.To study the client behaviorTo add more skills, knowledge during completion of

assigned job

Target/tasks

To collect the database To generate business of minimum Rs.2,00,000 Understanding client's businesses needs and

associated risk implications Adding value in valuation assumptions,

structuring,

negotiating Long term commitment and strong relationships

Strategy

To gain a detail knowledge of product. Collect the clients database.Tele calling & taking appointment.Meet the client.Feedback & references.

Strategies

Target Assigned -200,000 /-Target Achieved -235,000 /-Achievement in % - 118 %

Tasks Achieved

• 10 Demat Account

• 6 Mutual Fund

Total Performance

Limitations

Panic investorsWrong approachUnawareness about Nagpur cityCommunication gap due to lack of local languagePerception of people about market volatilityInvestments made by the people in the month of marchScorching heat in Nagpur in the month of April and May

Learning in the Executive Training:-

• Buying Behavior of client in product.

• Improve communication skill & Confidence

• Knowledge about the Mutual Fund.

• Managing time or importance of time when meeting the client.

• Managing the relationship with each and every client.