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A PRESENTATION ON

EXECUTIVE TRAINING

:SUBMITTED BY:

AJEET KUMAR

8NBNG010

ICFAI, NAGPUR

MBA (2008-2010)

Company Guide:- MR. CHIRAG JOSHI


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Contents

Introduction of Company

Objectives

Target and Tasks set

Strategy

Target Vs Achievements

Limitation

Conclusion

Learning in the Executive Training


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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.


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SSKI Entered into Retail Broking in 1985

They Provides you a Complete Life-Cycle

ofInvestment Solutions in Equities,Derivatives, Commodities & Depository

Services.

SSKI has been voted the best domestic

brokerage in by Asiamoney Polls 2004


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Services


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Types of Account in

sharekhan

1) Sharekhan Classic accountwebsite /JAVA BASED APPLET

2) Sharekhan tradetiger account

Application based software


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Objectives

To get familiar with the corporate culture

To develop the personality

To achieve successfully assigned target within time frame.

To gain a financial knowledge

To improve my communication skill.

To give maximum output in terms of every assigned work.

To get an opportunity to apply the concepts learnt in reallife situations.

To study the client behavior

To add more skills, knowledge during completion ofassi ned ob


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Target/tasks

To collect the database

To generate business of minimum Rs.2,00,000

Understanding client's businesses needs andassociated risk implications

Adding value in valuation assumptions, structuring,

negotiating

Long term commitment and strong relationships


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Strategy

To gain a detail knowledge of product.

Collect the clients database.

Tele calling & taking appointment.

Meet the client.

Feedback & references.


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Strategies


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Target Assigned - 200,000 /-

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


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AA

A0.00

5,000.00

10,000.00

15,000.00

20,000.00

25,000.00

30,000.00

35,000.00

40,000.00

45,000.00

50,000.00

Analysis of performance TARGET WEEKLY

Analysis of performance AMOUNT IN RS-/


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Tasks Achieved

10 Demat Account

6 Mutual FundTotal Performance


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Limitations

Panic investors

Wrong approach

Unawareness about Nagpur city Communication gap due to lack of local language

Perception of people about market volatility

Investments made by the people in the month of march

Scorching heat in Nagpur in the month of April and May


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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 everyclient.


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