A REPORT

ON CLIENT PROFILING AND CLIENT RELATIONSHIP MANAGEMENT

BY ANIL KUMAR EDELWEISS CAPITAL LIMITED

Table of Content

Authorization««««««««««««««««««««««««5Acknowledgement««««««««««««««««««««««6Ex ecutive summary«««««««««««««««««««««...7List of illustrations««««««««««««««««««««««91.

Introduction«««««««««««««««««««««...101.1

Scope of the project««««««««««««««.101.2

Objective of the project««««««««««««...111.3

Scope of the study«««««««««««««««111.4

Limitations««««««««««««««««««121.5

Data collecting methods«««««««««««««122.

Economy Analysis«««««««««««««««««««.122.1

Change in the outlook«««««««««««««. 142.2

Recent growth trends««««««««««««««14 2.3

2 Opportunites ahead«««««««««««««««204.214.India Economy: Effects of the US FinancialCrisis in India«««««««««««««««««..1 Work done till date«««««««««««««««.1. Board of directors««««««««««««224.265.1 Evolution of the company««««««««««««.244..193.26 .1 Financial Statement«««««««««««.245.265.3 Financial performance««««««««««««««234.3.152.224. Company analysis««««««««««««««««««««204.2.2 Organizational Stucture«««««««««««««.4 Business Overview«««««««««««««««.. Industry Analysis««««««««««««««««««««183.4 Indian economy: Latest Figures««««««««««173.1. Details of the project«««««««««««««««««««..1 Tata motors Finance ««««««««««.1 Future of Indian Financial market«««««««««.

. Analysis of data collected«««««««««««««««««««.4 Do you Invest«««««««««««««««««««««356.3 Other retail clients««««««««««««275.. Attachments«««««««««« ««««««««««««««..1.4 Methodology«««««««««««««««««««««3 16.4111. Recommendation«««««««««««««««««««««««3910.1 Facilities with the product««««««««««««295.2 Benefits of the product«««««««««««««..5.305.346.2 About the product«««««««««««««««««««285.3 89.1 Gender distribution among respondents««««««««««.326.3 Methods of data collection««««««««««««««.2 Mphasis««««««««««««««««275.3 Saving distribution among respondents««««««««««.2.2.«315.1.6 Awareness about edelweiss«««««««««««««««.326.377.5 Preference for the various instruments«««««««««««366. Findings of the data collected««««««««««««««««««388.2 Income distribution among respondents««««««««««.336. References«««««««««««««««««««««««««43 . Conclusion«««««««««««««««««««««««««.

.I also thank the other staff members of Edelweiss Capital Ltd.. Bimbsar Singh (Branch Manager). Manish Nagarkar (Relationship Manager)for their valuable guidance in this project for Summer Internship Program. Indorefor giving me a wonderful opportunity to do a project on ³Client Profilingand Client Relationship Management´ for Summer Internship ProgramI would like to express my gratitude to those who are concerned with the processing of this project. I am thankful to my Company Guide Mr.I also express my sincere gratitude to my faculty guide Prof. & Mr. .Ack nowledg m ent I would like to record my sincere gratitude to Edelweiss Capital Ltd. Ajay Jain(Faculty IMI-Indore) for guiding me all throughout the one and half monthsof my summer internship.Indore whohelped me whenever I needed guidance and help during my Summer internship program.

gathering informationabout the customer and finally providing him/her with a product or servicewhich is need driven and p romoting a client-oriented product/service providingsuccessful client support. RIT.Exe cu tive S umm ary The title of my project is ³Client Profiling and Client RelationshipManagement´.I am profiling the employees of Mphasis (BPO Company) for Edelweiss SecuritiesLtd. handling client complaints. Star Ac ade . Ed uc ation Se c tor Client. Project includes identifying the customer. As per my schedule for the purpose of profiling the clients I have used the primary sources of data which has been planned by the use of questionnaires. The project reveals the importance of client profiling and clientrelationship management for generating revenues for the organization.Employees were asked to fill up the questionnaire to facilitate client profiling.CIIT. building a long termrelationship. It involves implementing tools and techniques of clien t profiling and client relationship management for generating revenue for thecompany. RKDF.

m y (College) I focus on Student & business men as well as employee. BPO and KPO services provider. My client is almoststudent. Mphasis . They have not knowledge aboutstock market. Those students are pursuing MBA. We deliver real . Retail Clients For the retail clients I focused on Employees of Mphasis . RemoteInfrastructure Services. is a leading ± Applications Services. an EDS company. & TelePerphor m en c e which is a call centre in Indore.

1 Gender Distribution among respondents 322 Income distribution among respon dents 333 Saving distribution among respondents 344 Awareness among respond ents 355 Preference for various investmentinstruments366 Awareness about Edel weiss 37 .List of Ill u strations Fig.N um berParti cu lars Page no.

gathering informationabout the customer and finally providing him/her with a product or servicewhich is need driven. building a long term relationship. This includes Promoting aclientoriented product/service providing successful client support . savings etc.1 S c ope of the proje c t Client profiling involves identifying the customer. In order to generate clients and to maintain good relationswith them organizations are realizing the importance of client profiling andclient relationship management. 1. After the process of client profiling comes client relationship management.1. The information could relate to age. gender. handlingclient complaints. Client profiling and Client RelationshipManagement has become a strategic initiative in most companies today. Companies that need customers in order to build a profit need tohave a system in place that effectively and successfully manages thecustomer/client relationship.occupation. income.Introd uc tion Relationship with customers has existed since the advent of trade and business.Client profiling and Client relationship management enables anorganization¶s capability to manage and nurture its one to one relationshipwith its customers. status. lifestyle. . Moreover companies are more attentive for relationship building due to growing competition to attract customers.

This will provide with a list of prospective customers .Client Relationship Management systems are also important to the topmanagement because it provides crucial data like customer satisfaction andefficiency of service by the frontline crews. Customer Profiler helpsorganization find new customers for the business. It will extract peopleand/or businesses that match the profile of the current customers.

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