Summer Internship Project

Weekly Progress Reports

By
Nishant Jain
MBA - Dual Specialisation
Batch 2018-20

Under the guidance of

Neha Sapra Prof. Manisha Singh

Deputy Chief Manager SOB, Galgotias University
Institutional Sales
Aditya Birla Sun Life Mutual Funds
 Certificate of Approval

The following Summer Internship Project Report “Weekly Project Reports” is

hereby approved as a certified study in management carried out and presented in a
manner satisfactory to warrant its acceptance as a prerequisite for the award of
Master of Business Administration for which it has been submitted. It is understood
that by this approval the undersigned do not necessarily endorse or approve any
statement made, opinion expressed or conclusion drawn therein but approve the
Summer Internship Weekly Progress Report only for the purpose it is submitted to
the Summer Internship Project Report Examination Committee for evaluation of
Summer Internship Project Report.

Name Signature

1. Faculty Mentor Manisha Singh ___________________

2. Industry Mentor Neha Sapra ___________________

 Weekly Progress Report
(WPR of Week No. : 1)

Name: Nishant Jain Contact : +91-8954609262,9690906452

Enrollment Number: 18032010110 Programme: MBA Dual Specialization

Admission No. : 18GSOB2010082 Batch: 2018 - 2020

Summer Internship Subject Area: Finance

Week 1 Weekly Summary

 Orientation Programme
 Basic of Mutual Funds
 Conduction of CPE Programme (NISM) by Industry Mentor
 How does Aditya Birla Sun Life Mutual Funds works in the market
 Details of Return on Mutual Funds
 Brief Knowledge about the Company’s Product
 Maturity Period of the company’s product
 Returns on the company’s product
 Factsheet (April 2019) of the company was provided
 Allocating Job roles and duties to be performed
From
 How to attract Corporate to the company
27th May to 02nd
June 2019  Concept of Fund Raising
 Why to approach Fund Raising Companies
 How to approach Fund Raising Companies
 Target was Assigned : To welcome 10-15 corporates for the meeting
 Calling to the Finance team of the corporates for the meeting
 Visit of the Mr. Vikas (National Head) to the Office
 Successfully able to fix up a meeting with Wingify
 Three Assignments were required to do :
i. Reading of the Factsheets and the newspaper
ii. Search and prepare the new corporate list (area-wise)
iii. Search for the Finance Head or persons in the Finance Team of such corporates
 Weekly Progress Report
(WPR of Week No. : 2)

Name: Nishant Jain Contact : +91-8954609262,9690906452

Enrollment Number: 18032010110 Programme: MBA Dual Specialization

Admission No. : 18GSOB2010082 Batch: 2018 - 2020

Summer Internship Subject Area: Finance

Week 2 Weekly Summary

(Job to do on daily basis)

 Approaching to corporates for the meeting

 Extracting Financial Statements of the client company
From
 Exploring the Profit & Loss account of the client company
3rd June to 09nd
June 2019  Analyzing the necessary ratios of the client companies
 Finding out the historic investments of the company
 Weekly Progress Report
(WPR of Week No. : 3)

Name: Nishant Jain Contact : +91-8954609262,9690906452

Enrollment Number: 18032010110 Programme: MBA Dual Specialization

Admission No. : 18GSOB2010082 Batch: 2018 - 2020

Summer Internship Subject Area: Finance

Week 3 Weekly Summary

 Intro to ESIC of Aditya Birla Capital.

 Finding the statements of the corporate clients.
 Mailing the respective statements to the respective clients.
 Searching of statements through various methods (yearly, monthly, periodically, & as on
From
clients demand).
10th June to 16th
 Reverting back to the client’s mail.
June 2019
 Daily task to mail the daily statements of the clients (who has requested for the daily
statements).
 Weekly Progress Report
(WPR of Week No. : 4)

Name: Nishant Jain Contact : +91-8954609262,9690906452

Enrollment Number: 18032010110 Programme: MBA Dual Specialization

Admission No. : 18GSOB2010082 Batch: 2018 - 2020

Summer Internship Subject Area: Finance

Week 4 Weekly Summary

 Mailing the statements to the clients

 Approaching the new clients for the meeting
 Getting feedback on the follow up list
 Finding out the Capital Gain Statements
 Sending the capital gain statement to the clients, as per their requirement
From  Preparing the list of the new companies.
17th June to 23rd  Collecting information on the newly prepared list
June 2019  Receiving advises from the team member regarding the scope in the field and certification
required to reach at top level in such field.
 Weekly Progress Report
(WPR of Week No. : 5)

Name: Nishant Jain Contact : +91-8954609262,9690906452

Enrollment Number: 18032010110 Programme: MBA Dual Specialization

Admission No. : 18GSOB2010082 Batch: 2018 - 2020

Summer Internship Subject Area: Finance

Week 5 Weekly Summary

 Working on the existing clients list.

 Mailing of the daily statements.
 Providing statements to the clients as per the requirement.
 Sending the proposal messages to the new clients via social media.
 Connecting to the clients over the social media platform.
From  Preparing the list of the start-ups in the Delhi NCR.
24th June to 30th  Finding out the list of, the start-ups who has been funded by the other companies.
June 2019  Approaching the start-ups for the meeting.
 Updating the data of the companies contacted till such day with the status of the such.
 Weekly Progress Report
(WPR of Week No. : 6)

Name: Nishant Jain Contact : +91-8954609262,9690906452

Enrollment Number: 18032010110 Programme: MBA Dual Specialization

Admission No. : 18GSOB2010082 Batch: 2018 - 2020

Summer Internship Subject Area: Finance

Week 6 Weekly Summary

 Quarter-end Statement of Affairs.

 Preparing the statements of the clients as per there requirement, i.e, for the month June
2019 or for the Ist Quarter (April-June).
 Mailing the SOAs to the clients.
From  Preparing the list of the folios to print the Balance Confirmation.
1 July to 7th July
st
 Preparing the Balance Confirmation of the clients folios.
2019  Mailing the scanned copy of the Balance Confirmation to the client’s auditors for the
purpose of the quarter-end auditing.
 Scheduling the Balance Confirmation for sending the hard copies to the auditors via post.
 Reverting to the clients for the SOAs and the Balance Confirmation.