A PRESENTATION ON

EXECUTIVE TRAINING

:SUBMITTED BY:
AJEET KUMAR
8NBNG010
ICFAI, NAGPUR
MBA (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 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 real
life situations.
To study the client behavior
To 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 -
 Tasks Achieved

• 10 Demat Account
• 6 Mutual Fund
Total Performance
 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
 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.