S.

NO
2
3 4 5

NAME 1 Rakesh Tilkari

MET ON

TELEPHONE NO.

Rajesh Nimbalkar Vinod Naik

07/04/2011 24/05/2011
24/05/2011

9970996655 8806661988

9657946920

LOCATION

HOT PROSPECT SHEET STATUS

Parbhani Pune
Pune

Document in Process Document in Process Finalise in 1st Jun

TERMS OFFERED Fix Brokerage(0.01%&0.10%)

LAST FOLLOW UP

NEXT FOLLOW UP

(70:30) (50:50)

25/05/2011

30/05/2011

EXPECTED CLOSURE

Jun First week

DAILY SALES REPORT

NAME :

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Meeting No.

Locality / Segment

New / Next Action Follow Up Plan

By When

MONTHLY REPORT
NAME :
Vallabh Utpat

20/05/2013

Sr. No.

Franchisee/Customer Met ( Calls )

1 Suhas Gore 2 Mahesh Kadam 3 Shailwsh Wangikar 4 R B Godane 5 Sudhir Sawant 6 Nagendra Shinde 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 Aabasaheb Mulik Mr. Birnale Shripad Ashtapute Pooja Novelty(Ind)(vipin Mandot) jagtap Joshibuwa Astrovision (Ind) Sunil Dhangar (Ind) Rajesh K(ind) Satish Patwardhan(IND) Arunesh(INd) Pravin Dhote(INd) Lajari Creation(Ind) Deepak Tulsi ganga Scacks (IND) vijay Sumit Khaire(Ind) Fastrack shoop (ind) Priyanka Garment (Ind) Mahesh Band (Ind) Sujata Katake (Ind) Brand Forever Dev uncle Kitchen Om interprise suratwala interprise Ambika interprise Smart Interprise Riya interprise

Telephonic/ Meeting
Meeting Meeting Meeting Meeting Meeting Telephonic Telephonic Telephonic Telephonic Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting Telephonic Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting

Telephone No.
9421065572 9665569191 9422653640 9145926006 9422374957 9881814410 9422618217 9975227700 9922442802 8087693076 9049637215 020-25512230/31 7798798762 9175551155 8975419493 9762615469 9890300860 9049871767 8433678371 9860407575 8600759678 9890029479 9765710797 9850117982 9881739456 9764164049 9527244429 9011551039 2024453194 9766708432 24471837

market yard

1 2 3 4 5 6 7 8 9

karnavat brothers Pragati Trading Company jairaj & co Laxminariyan & traders General merchand & commission Balaram markets janta rice center Narendra Traders Uttamchand & co

Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting Meeting

4271696

9822873577 24270241 24210375 2427938 24272083

2/7/2013
JATINDER SATPAL ARORA MAHESH KUMAR MUTREJA

bize he will call

NILESH NAGIN KHATTI R B Godane Shailwsh Wangikar Pooja Novelty(Ind)(vipin Mandot) Suhas Gore

call at Saturday not receive not intrested in franchisee

not int

religure having

Locality / Segment
Pandharpur/ solapur Pandharpur/ solapur Pandharpur/ solapur Barshi/ solapur sangli sangli Sangli SANGLI Pandharpur/ solapur pune Pune pune Pune Pune pune pune pune pune Mumbai Pune pune pune pune pune pune pune pune Pune pune PUne Pune Pune

New / Follow Up
New / Follow Up New / New / Follow Up Follow Up Follow Up Follow Up Follow Up Follow Up Follow Up Follow Up Follow Up

Prospect W C
C

H C H H W W C C H W C C C H H

New / New / New /

New / New / New / New / New / New / New / New / New / New / New /

C C C C C C C C C C C

pune pune Pune Pune Pune pune pune pune

c C c C C C C

Existing Broker ( Y/N)

Religare Nirmal Bang & LKP Mutual found Angle Angle & pinical

Reason Interested / Not Interested

Not intrested/ satisfied with Religare Intrested/ master franchisee Intrested In Mutual Found Intrested / training Required Intrested,margin Intrested Intrested

Terms offered If interested

70:30, Ready for50:50 sharing

Next Action Plan

Meeting call back Call for Meeting

70:30,

500per Cr,margin 500000 Call back @ 6pm 70:30, Call Back 70:30, Call Back Mobile S/W Call Back Follow Up Follow Up Follow Up Follow Up Follow Up

Intrested his son is doing trading

Intrested Intrested

not intrested

not intrested not intrested not intrested not intrested

By When

Source

Meeting On 25th may

Monday call

27/5/2013 20/5/2013 He is going to call next visit of sangli next visit of pandharpur

nt receiving call

collection of Document collection of Document

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

3/2/2010

Sr. No.
1 2 3 4 5 6

Franchisee/Customer Met ( Calls )

Telephonic/ Meeting

Telephone Locality / No. Segment

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 5 0

0 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :

4/2/2010

Sr. No.
1 2 3 4 5 6 7 8 9 10 11 12

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 4 7

0 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

5/1/2010

Sr. No.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

Franchisee/Customer Met ( Calls )

Telephonic/ Meeting

Telephone Locality / No. Segment

New / Follow Up H

Prospect W C

Existing Broker

Reason Interested / ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 1 14

0 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

8/2/2010

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 2 3 4 5

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 5

0 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

9/2/2010

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 2 3 4

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 0

4 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

10/2/2010

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 2 3 4

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 0

4 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

11/2/2010

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 2 3

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 0

3 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

2/15/2010

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 2 3 4 5 6 7 8

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 8

0 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :

2/16/2010

Sr. No.
1 2

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 0

2 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

2/17/2010

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 2

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 0

2 0

Terms offered If interested

Next Action Plan

By When

Source

MTD #REF! #REF! #REF! #REF!

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

2/18/2010

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 Irfan Hameed 2 Prashant Gadiya

Meeting Meeting

9890222522 Pune 9822181806 Pune

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

New / New /

W W

Indiainfoline New

Interested in commodity Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 0

2 0

Terms offered If interested

Next Action Plan

By When

Source

0.01&0.10 0.01&0.10

He will come over SMC Branch Need Some time

Nse Data Ownsource

MTD #REF! 0 17 0

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

2/19/2010

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 Madhur Singh 2 Kishore

Meeting Meeting

8055220994 Pune 9890168844 Pune

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

New / New /

W W

New New

Interested Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 0

2 0

Terms offered If interested

Next Action Plan

By When

Source

0.01&0.10 0.01&0.10

He will come to SMC Branch Lead He will dicuss with his father thenLead decide

MTD #REF! 0 19 0

DAILY SALES REPORT

NAME :
Tanmaya Kumar khuntia

22/02/10

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 Giridhar Kanhai 2 Parag Abhayankar 3 Mr.Rajesh

Meeting Meeting Meeting

9970075046 Pune 9371097014, 9370501137 Pune 9623834168 Pune

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Follow Up New / New /

W W W

Bonanza Bonanza Fotune Investment

Interested in commodity

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 0

3 0

Terms offered If interested

Next Action Plan

By When

Source

Need some time Need some time He will take decission in March

Own Source Own Source Own Source

MTD 0 0 22 0

DAILY SALES REPORT

NAME :

23/02/10

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 NEERAJ AGGARWAL 2 HRISHIKESH NILAKHE

Meeting Meeting

9881222266 pune 9822494259 pune

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

New / New /

Bonanza Bonanza

Interested Interested BDR

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 0 0

2 0

Terms offered If interested

Next Action Plan

By When

Source

Need some time He will come to Office

Own Source Own Source

MTD 0 0 24 0

DAILY SALES REPORT

NAME :

10/12/2009

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated

Terms offered If interested

Next Action Plan

By When

Source

MTD 0 0 24 0

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

24/02/10

Sr. No.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19

Franchisee/Customer Met ( Calls )

M/S. SHREE SERVICES(Pankaj) Kishore Suhas Mirgunde Prashant Prakash More Zen Investment
YUVRAJ JADHAV YOGITA VIKAS SHINDE YOGESH SHRIKISAN BHUTADA WONDER-BULL SECURITIES

Telephonic/ Telephone Locality / Meeting No. Segment

Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Meeting Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Telephonic/ Latur 9890168844 Latur 9011939292 Kolhapur 9623763603 Mumbai 2032309652 Pune 9860173656 Pune 9823616566 Pune 9890846222 Pune 9370223425 Pune 9371726700 Pune 9762353631 Pune 9892743454 Pune 9221512616/9768649765 Mumbai 9822074168 Mumbai 9970187017 Sangli 9325608317 Sangli 9699976099 Satara/Karad 9403077825 Pune 9860467373 Amravati
9890025384

Madhav sardesai Sajid Saikh Vittal Pujari Ankur Chopra Mr. Amit Santosh Kode Mr.Ramjan mulani Atul Deshmukh Srikant Lowahate Vishal Dhok

New / Follow Up H
New / New / Follow Up New / Wrong No. New / New / New / New / New / New / Followup Follow Up Follow Up Follow Up Follow up Follow Up Follow Up New /

Prospect W C
W W

Existing Reason Interested / Broker ( Y/N)Not Interested

MF Global New Angel Angel Interested Interested Interested

H W

Indiainfoline Interested,SMC Proposal Send Not receive the Ph.

Not reachable

W W W W W W W

Not Interested Document Process Interested in BDR Interested in Commodity Not reachable Need Some time Need Some time Anand rathi Interested,but wants to meet PSE Securities Interested, He wants to open another branch in Karad Bonanza Interested, He wants to open another branch in Solapur New Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 10 9

1 0

Terms offered If interested

0.01&0.10 0.01&0.10

Next Action Plan

By When

Source
Nse Data Lead Nse Data Own Source

0.008 Document Process

0.01&0.10

Need some time

t wants to meet 0.01&0.10 0.01&0.10

Need some time

Nse Data Nse Data Nse Data Nse Data Nse Data Own Source Own Source Own Source Own Source Own Source Nse Data He wants to visit Own Our Source SMC Franchisee which is in Satara Own Source He wants to open OwnFranchisee Source in 1st April

MTD 10 9 25 0

DAILY SALES REPORT

NAME :
Tanmaya Kumar Khuntia

25/02/10

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 2 3 4 5 6

M/S. SHREE SERVICES(Pankaj) Ram Krishna Pandey Srikant Lowathe Madhav Sardesai Suresh Somani

Telephonic/ Meeting Meeting Telephonic/ Telephonic/

Latur 9372895660 Pune 9403077825 Pune 9371726700 Pune 9096007755 Pune

9890025384

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Follow Up New / Follow Up Follow Up New /

MF Glopbal

Interested Meeting with Mangesh

Process the Document Meeting will on 26/02/10

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 1 1

2 1

Terms offered If interested

If Smc provide Rs500 per 1cr intraday & Rs 5000 in Delivery

Next Action Plan

By When

Source

Nse Data Own Source Own Source

on 26/02/10

MTD 11 10 27 1

DAILY SALES REPORT

NAME :
Tanmaya Kumatr Khuntia

26/02/10

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

1 2 3 4 5 6 7 8

Suresh Somani Miraj Sekh Dattare Kunjare Sheetal S Parkhi Prakash Shinde
Narendra Mimbergi Ramkishanchand

Telephonic/ Meeting Meeting Telephonic/ Meeting Telephonic/ Telephonic/

Pune 9890121322 Pune 9422330069 Pune 9422605167 Pune 9604642321 Pune 9423005512 Kolhapur 9370402929 Kolhapur
9096007755

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

New / New / New / New / New / Follow Up Follow Up

New

Meeting on 02/03/10 He will come to SMC Office Right Now He has Not any NCFM Certificate, Need some Call on Tuesday

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated 2 2

3 1

Terms offered If interested

Next Action Plan

By When

Source

to SMC Office has Not any NCFM Certificate, Need some time

Own Source Own Source Own Source Own Source Own Source Own Source Nse Data

MTD 13 12 30 2

DAILY SALES REPORT

NAME :

10/12/2009

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated

Terms offered If interested

Next Action Plan

By When

Source

MTD 13 12 30 2

DAILY SALES REPORT

NAME :

10/12/2009

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated

Terms offered If interested

Next Action Plan

By When

Source

MTD 13 12 30 2

DAILY SALES REPORT

NAME :

10/12/2009

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated

Terms offered If interested

Next Action Plan

By When

Source

MTD 13 12 30 2

DAILY SALES REPORT

NAME :

10/12/2009

Sr. No.

Franchisee/Customer Met ( Calls )

Telephonic/ Telephone Locality / Meeting No. Segment

New / Follow Up H

Prospect W C

Existing Reason Interested / Broker ( Y/N)Not Interested

Summary - Today's Calls

No.of New Customers Calls No.of Follow up Calls No.of Meetings Done No.of Hot Prospects Generated

Terms offered If interested

Next Action Plan

By When

Source

MTD 13 12 30 2