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Table Of Contents

C. Scope of the study:
Client Focus
Execution Orientation
Private Equity Advisory
Structured Finance Advisory
Mergers and Acquisitions Advisory
Real Estate Advisory
Equity Capital Markets
Infrastructure Advisory
Debt Restructuring Advisory
Major developments in equity brokerage industry in India:
1. Corporate memberships
2. Wider product offerings
3. Greater reliance on research
4. Accessing equity capital markets
5. Foreign collaborations and joint ventures
6. Specialized services/niche broking
7. Online broking
9. Focus on training and skill sets
10. From owners to traders
11. Fragmentation
12. Capital Adequacy
13. Global Opportunities
14. Opportunities from regional finance
15. Product Dynamics
16. Competition from foreign firms
17. Investor Protection
What does investing in equity mean?
What is Demat?
What is the procedure for the dematerialization of securities?
What is a Depository?
Who is a Depository Participant (DP)?
Historical Background:
1. Contact an Account Management:
2. Sales:
3. Marketing and fulfillment:
4. Customer Service and support:
5. Retention and loyalty programs:
Nature of Research:
Type of the questions:
Type of the Questionnaire:
Type of Analysis:
Sources of Data:
Research Technique:
Contact Method:
Sampling Plan:
Income Group (Annual)
1. Company Interaction via Email and Telephone Calls:
3. Where do you rate Edelweiss Broking Limited on the scale of 10 in
terms of Services?
4. Where do you invest/ trade mostly?
5. Where do you trade mostly?
6. Do you trade in any other broking firm?
8. Will you be taking the subscription plan again?
9. Since last how many years you are in field of trading?
Analysis of Correlation
Customer Relationship Management
1. Short Duration:
2. Overcoming Limitations:
3. Customer Category:
4. Affiliated Awareness Programs:
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CRM Edelweiss

CRM Edelweiss

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Published by Kalim Knn

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Published by: Kalim Knn on Nov 06, 2011
Copyright:Attribution Non-commercial


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