ABSTRACT

During my internship I experienced working as a part of SME Segment at

KARVY STOCKBROKING LIMITED, BANGALORE. This experience helped
me understand the basic functioning of the particular SME segment where I
was inducted.
My Internship consisted of the On Job Training as Relationship
Manager. The best learning experience was that I started from the very
basics of getting to that position and not from the position itself. This helped
me get useful insight and understanding of various financial products, the
market details about them and the benefits provided by them to the
customers. Emphasis was given in analysis of the investor behavior of the
clients. Another interesting fact was that all these products were suggested
to clients not just based on their market performance and returns, but on the
clients financial condition as well as their risk taking capacity.
Training sessions were held to give me insights about the various products
that KARVY STOCKBROKING deals in like: Mutual Funds, Insurance and Bonds.
Presentations on the same after self study and analysis were a part of this
internship session.
I provided financial advice and suggestions to the investors for mutual funds
which may prove prudent to them. For other products I studied the clients
investing behavior and assisted the wealth manager, who decided the
investment options and designed the portfolios.