Accounts

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

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.

Target Assigned
200,000 /Target Achieved

Tasks Achieved

10 Demat Account

6 Mutual Fund

Total Performance

Thank You !!!