Final Report Selling

8/19/2019 Final Report Selling

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FINAL REPORT

ON

EXECUTIVE TRAINING

TITLE: To sell 24 Demat accounts worth

Rs.2,00,000/- for 3 months for XYZ Limite in !a"#ur

cit$.


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CONTENT

1. INTRODUCTION

2. COMPANY PROFILE

3. OBJECTIVE

4. TARGET/TASKS SET

5. STRATEGY ADOPTED

6. ACIEVEMENTS

!. ANALYSIS OF PERFORMANCE V" TARGET

#. LIMITATIONS

$. LEARNING IN TE EXECUTIVE TRAINING

1%.A&ARDS/RE&ARDS RECEIVED DURING EXEUTIVE TRAINING

11. CONCLUSION

INTRODUCTION


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FINANCIAL SYSTEM

The financial is one of the most important inventions of the modern society. The phenomenon of

imbalance in the distribution of capital or funds existed in every economic system. There are

areas or people with surplus funds and there are those with a deficit. A financial system

functions as an intermediary and facilitates the flow of funds from the areas of surplus to the

areas of deficit. A financial system is a composition of various institutions, markets, regulations

and laws, practices, money managers, analysts, transactions and claims and liabilities.

The functions performed by a financial system are:

THE A!"#$ %'T"(#:

)"*&"+"T %'T"(#:

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/"0 %'T"(#:

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COMPANY PROFILE

XY' LIMITED12 is one of the top retail brokerage houses in "ndia with a strong online trading

platform. The company provides e3uity based products 4research, e3uities, derivatives,

depository, margin funding, etc.5. "t has one of the largest networks in the country with

678 share shops in 97 cities and "ndia;s premier online trading portal


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P()*+,-"

utual fund schemes

"nsurance

-ortfolio anagement ystem

hares online and offline

@onds

%ixed +eposits

'ommodities

(ut of these we have to mostly sell demat accounts and utual %unds.

+emat account:

12 is a depository participant. This means that we can keep the shares indematerialiBed form in 12. @ut for this one has to the demat account in 12.+ematerialiBation is the process by which a client can get physical certificates convertedinto electronic balances maintained in his account with the +-.

"n 12, under demat account there are two types of terminals.

TYPE OF DEMAT

ACCOUNT TERMINAL

DEPOSIT (Refundable) CHARGES (nonrefundable)

R!"### R!$"#

R!%#### N&l


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T R!"### R!%###

R!%####'"### N&l

F0-+(" ) T(0* &- XY'

%! %reedom from paperwork

! "nstant credit and money transfer

! Trade from any net enabled -'

*! After hour orders

"! (nline orders on the phone

+! Timely advice and=research reports

$! /eal=time -ortfolio tracking,! "nformation and -rice alerts.

FINANCIAL CAPABILITY

Taking in to consideration all its assets and liabilities company is valued at around /s.

6C7=C7 crores.

IERARCY IN XY'

There are >8 main hierarchical levels in 12:

>5 Trainees

95 uper trainees

D5 ales executives

85 Assistant sales manager

C5 Area sales manager : r. 'hirag oshi

F5 'ity sales manager

65 Assistant branch manager

5 @ranch manager G5 /egional head

>75'luster head

>>5 @usiness head

>95 'ountry head

>D5 +irectors

>85 'E(


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S&OT ANALYSIS OF XY'

STRENGTS &EAKNESSES

• %irst brokerage firm to go online.

• -roducts

• - ervices.

• Technology

• (nline fund transfer.

• /esearch reports.

• 'lients 4average of >C,777 accounts

per year5

• /ecommendations from clients.

• %ree +emat a?c opening.

•)ow annual maintenance charge

• High brokerage charges but

now they have overcome this by

a new prepaid scheme in which

brokerage is reduced to half.

OPPORTUNITIES TREATS

• Huge market. • !olatility of the share market.

• 'ompetitors.


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A,,)+- )

O 0 DP 0,,)+- 7- XY'

(ne can open a +epository -articipant 4+-5 account, either through a 12 branch or

through a 12 %ranchisee center.

There is no fee for opening +- accounts with 12. However a nominal deposit

4refundable5 is charged towards services which will be adusted against all future

billings.

All investors have to submit their proof of identity and proof of address along with the

prescribed account opening form.

L"- ) D),+8-" (9+(* -) ) 0 0,,)+- 7- XY'

1: P()) ) I*--;

ou can submit a photo copy of any of the following

o !oter "+

o -assport

o -A# 'ard

o A-"# &"+ 'ard

o +riving )icense

o -hoto " card issued by Employer registered under A-"#

2: C); ) R0-) C0(*

3: A**("" P())

ou can submit a photo copy of any of the following

o !oter "+ 'ard

o +riving )icenseo -assport

o /ation 'ard

o Telephone @ill

o Electricity @ill

o )eave=)icense

o @ank -assbook


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o )atest @ank tatement

o "nsurance -olicy

o %lat aintenance @ill

4: A ,); ) ,0,


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ADVANTAGES OF XY'

>. (nline trading is very user friendly and one doesnJt need any software to

access.

9. They provide good 3uality of services like daily alerts, mail alerts, stock

recommendations etc.

3. 12 has ability to transfer funds from most banks. &nlike "'"'" +irect, H+%'

ec, etc., so investor not really needs to open an account with a particular bank

as it can establish link with most modern banks.

CUSTOMER

• @usiness class people 4high class5

• High #et worth "ndividuals

• ervice class people

• $overnment Employees

• oung Adults 4>G=D7 yrs.5

• Adults 4DC=C7 yrs.5

• H&% 4Hindu &ndivided %amily5

•


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OBJECTIVE:

• To proect 12 as an authority in the retail stock trading business.

• To execute business for the company by selling demat accounts and mutual

funds.

• To study the various products of the company.

• To know how to open and close the calls.

• To learn the online terminal used for trading.

• To know the various policies of the company.

• To know how to handle various types of customers.


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• To know various reasons for market fluctuations.

• To learn to manage time.

• To gain practical knowledge of the market.

• To have a practical experience of working in a reputed organiBation.

TARGETS / TASKS:

TARGETS

To sell 98 +emat accounts worth /s.9,77,777?= for D month for 12 )imited at

#agpur.

To sell 9 +emat accounts per week for D months for 12 limited at #agpur.

To sell utual %unds of various companies through 12 )imited in #agpur city

for D months.


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TASKS

To collect the leads.

To do the telecalling and take appointments.

To attend the appointment on prescribed time.

To tell the client about the company and its products.

To tell the client about the advantages of opening a demat account with 12

limited.

To convince the clients to do (nline Trading.

To explain him the terms and conditions of the product.

To convince the client to open +emat account at 12 ltd.


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To give a live demo of how the online terminal works.

@y means of presentation explaining them how to trade online.

To take signatures of the client on the 0' 4know your customer5 form.

To collect the documents re3uired to open a demat account.

To fill up the 0' form for the customer.

To install the software in the clientKs computer.

To make the client trade.

To sell the mutual funds.

To get the references from the client.

To conduct seminars in the banks and good companies.

To submit the daily report of myself and of all the F people in my group to the

company guide.


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WEEKLY ANALYSIS:


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LEARNINGS: "mportance of information technology in the field of stock broking is immense.

tock broking companies run with the help of "T.

The terminal through which the brokers buy and sell shares is a software that

completely depends on the internet. %or 12, this terminal has been designed bythe software company LpiderM.

@uying and selling through internet is fast. As soon as the prices of the sharesgoes up or comes down then they can be sold or purchased instantly withinseconds.

'ustomer /elationship is very necessary for the company to retain the

customers.

"n 12 " have learned how to maintain good relations with the customers bygiving them the proper service and solving their 3ueries regarding the sharemarket.

" have also learned how to maintain good relation with the employees and the co=

trainees.

"n 12 )td. " have learned a lot relating to the finance.

)earned the meaning of the words that are mostly used in the share market.


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)earned about various products of the 12 )imited.

)earned various aspects regarding hare arket.

)earned about various products used in the share market especially +emat

accounts and utual %unds.

)earned how to use online trading terminal.

Enhanced my communication and convincing skills.

)earned how to take appointments.

)earned how to approach the customers.

)earned how to open and close the calls.

)earned how to interact with people, how to convince them and guide them in

trading.

)earned the various policies of the company.

)earned to manage time properly.

)earned the importance of the Excel sheet. " maintained all my daily records in

the Excel sheet.

$ot the practical knowledge of the market.

Had a practical experience of working in a reputed organiBation.


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AWARDS/REWARDS:

" received the stipend of /s.9FG?= in the month of une.

Documents

Final Report Selling