A PROJECT REPORT

ON

Which mutual fund is better than direct mutual fund or

regular mutual fund

(NJ India Invest Pvt. Ltd, Gwalior)

FINANCIAL PRODUCTS DISTRIBUTION NETWORK

(47, Ground Floor, Kailash Vihar, Opposite Nai Dunia office

City Center Gwalior)

Submitted to

Jiwaji University Gwalior

For the partial fulfillment of the award of Master of Business Administration

(2018-2020)

Submitted by

NITIN PATKI

DECLARATION

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I hereby declare that the training report entitled, ‘Which mutual fund is better than
direct mutual fund or regular mutual fund’ submitted by me to Prestige Institute of
Management, Gwalior in fulfillment of the requirement for the award of masters of
Business Administration is a record of my original work carried out by me under the
guidance of Prof. Kishan Singh Rathore . I further declare that the work reported in
this report has not been submitted, and will not be submitted, either in part or in full, for
the award of any other degree or diploma of this University or to any other institute or
university.

Date: Signature of the Candidate

Place: (Nitin Patki)

CERTIFICATE BY FACULTY GUIDE

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This is to certify that Nitin Patki student of MBA program has completed his summer
training of 9 Weeks from 1 May 2019 to 20 June 2019 and prepared this report entitled
“Which mutual fund is better than direct mutual fund or regular mutual fund”
under my guidance. His performance during the training was excellent.

Date: ......................... Signature of Faculty Guide

Name of Faculty Guide

Prof. Kishan Singh Rathore

ACKNOWLEDGEMENT

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We owe a great thank to people who helped and support us during preparing this
project. My deepest thank to Prof. Kishan Singh Rathore for guiding and correcting
various documents of us with attention and care. He has taken pain to go through the
project and make necessary correction as and when needed.

I would like to thank our Industrial Guide, Unit Manager of NJ India Invest Pvt. Ltd.
He gives our precious time to enhance my knowledge about finance field and to help me
to complete summer internship Report on the topic “Which mutual fund is better than
direct mutual fund or regular mutual fund”.

Furthermore I would also like to acknowledge with much appreciation the crucial role
of the DR. S.S. Bhakar Sir, Director of PIMG and staff of PIMG, Who gave all the
permission to use all the required equipment and the necessary material to complete the
task.

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 TABLE OF CONTENT

S.NO. DESCRIPTIVE PAGE NO.

  CHAPTER 1  

1. HISTORY OF ORGANIZATION 6
2. OBJECTIVE OF THE QRGANIZATION 7
3. ORGANIZATION STRUCTURE 7-9
  CHAPTER 2
1. FINANCIAL PERFORMANCE 10
2. PERSONNEL PROCESS 11-12
3. PRODUCT AND SERVICES 13-16
4. MARKETING 17
  CHAPTER 3
1. STRENGTH AND WEAKNESS OF THE ORGANIZATION 18

2. OBSERVED POINTS BY TRAINEE 18

  CHAPTER 4
1. INTRODUCTION OF THE TOPIC 19
DIFFRENCE BETWEEN REGULAR MUTUAL FUND AND
2. 19
DIRECT MUTUAL FUND
APPLICATION OF THE REGULAR MUTUAL FUND WHICH
3. 20
SUPPORT TO THE DISTRIBUTORS IN THE ORGANIZATION
4. SUGGESTIONS AND IMPLICATION 21
CHAPTER-5
CONCLUSION 22
REFERENCE 23
ANNEXURE 24-28

CHAPTER -1

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1.1 HISTORY OF THE ORGANIZATION

A evolving, emerging & enterprising group with its roots in the financial services sector
and today expanding into newer horizons with great passion.

The vision of the group is to be leaders in businesses driven by customer satisfaction,

commitment to excellence and passion for continued value creation for all stakeholders.
This vision has helped us grow and build the trust of our customers and associates
which is at the cornerston6e of everything we do. Trust is also at the heart of our
success and the driver for passion for our success.

NJ Group is a leading player in the Indian financial services industry known for its'
strong distribution capabilities. The journey of NJ began in 1994 with the establishment
of NJ India Invest Pvt. Ltd., the flagship company, to cater to investor needs in the
financial services industry. Today, the NJ Wealth Distributor Network, earlier known as
the NJ Funds Network, started in 2003 is among the largest networks of financial
products distributor in India.

Over the years, NJ Group has diversified into other businesses and today has the
presence in businesses ranging from financial products distributor network, asset
management, real estate, insurance broking, training & development and technology.
Our rich experience in financial services, combined with executional capabilities and
strong process & system orientation, has enabled us to shape a rising growth trajectory
in our businesses.

NJ Group is based out of Surat in Gujarat (India) and has presence in 104* locations in
India and has over 1,400+* employees.

1.2 Object of NJ India Investment Pvt. Ltd.

Vision:

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To be the leader in our field of business through,

 Total Customer Satisfaction

 Commitment to Excellence
 Determination to Succeed with strict adherence to compliance
 Successful Wealth Creation of our Customers

Mission:

Ensure creation of the desired value for our customers, employees and associates,
through constant improvement, innovation and commitment to service & quality.

To provide solutions which meet expectations and maintain high professional & ethical
standards along with the adherence to the service commitments.

1.3 Organization structure of NJ India Investment Pvt. Ltd

The management at NJ brings together a team of people with wide experience and
knowledge in the financial services domain the management provides direction and
guidance to the whole organization.

The management has strong visions for NJ as a globally respected company providing
comprehensive services in financial sector.

The ‘customer First’ philosophy in deeply ingrained in the management at NJ The aim
of the management is to bring the best to the customers in terms of

 Range of products and services offered.

 Quality customer service.

All the key members of the organization put in great focus on the processes & systems
under the diverse function of business The management also focuses on utilizing
technology as the key enable for allot activities and to leverage the technology for
enhancing overall customer experience.

The key members of the management:-

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Mr. Neeraj Choksi Jt. Managing Director
Mr. Jignesh Desai Jt. Managing Director

Mr. Neeraj Choksi & Mr. Jignesh Desai are two first
generation entrepreneurs who began the journey of 'NJ' in
1994. The promoters of the NJ Group were friends since
their college years and the bond between Mr. Neeraj &
Mr. Jignesh has been instrumental in the success of NJ.
Discussing upon important things before taking any
decision, is a habit that they have followed ever since
they shared their hostel room in Vidhyanagar, where Mr.
Neeraj was studying his management courses and Mr.
Jignesh was into engineering. They both have a complementary style of functioning that
augurs perfectly well for the business.

Driven by their passion for financial well-being of customers & the mission for
transforming lives, the promoters have successfully put NJ on the forefront of
innovation & growth. With a humble beginning from home, the promoters have
successfully shaped the group's forays into many diversified businesses. Both believe
that 'Trust' has played a very important role in NJ's journey, and in every step that they
have taken. The words of the promoters aptly describes this journey of NJ – 'Built on
Trust'.

Key sales Team:-

Mr. Misbah Baxamusa National Head

Mr. Naveen Rathod V.P. (Sales)
Mr. Kulbhushan Nandwani A.V.P. (Marketing)
Mr. Prashant Kakkad A.V.P. (Sales)

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Key executive Team:-

Mr. Shirish Patel Information Technology

Mr. Abhishek Dubey Business Process
Mr. Vinayak Rajput Operations
Mr. Dhaval Desai Human Resources
Mr. Col. Dixit Administration
Mr. Viral Shah Research
Mr. Rakesh Tokarkar Compliance

CHAPTER -2

2.1 Financial performance of NJ India Invest Pvt. Ltd.

NJ Insurance brokers Pvt. Ltd. has a strong lineage as part of the NJ group Nj India
invest Pvt. Ltd. the flagship company of the group was started in 1994 to cater to the
growing needs in the financial services industry. NJ today is one of the leading
distributors of investment products and providers of financial investments space and

9
portfolio advisory services accumulated over a decade of experience in the industry NJ
is amongst the largest distributors of mutual funds in India and has over Rs.10,000 cores
of mutual fund assets under advice NJ also has one of the largest networks of financial
advisors in India Numbering 15000 engaged in advisory & distribution of financial
products.

The NJ Group is also speeding its real estate business by undertaking projects in
engagement with various stock holders. NJ also provides training and development
services under the brand of NJ Gurukul is one of the largest trainers of AMFI-mutual
funds certified financial planner (CFP) certification affiliated to FPSB India the NJ
group has also presence in asset management business with NJ advisory services Pvt.
Ltd. which offers PMS products with group recently also ventured into information
technology business offering clients with solution that leverage upon the groups strong
IT expertise the NJ Group is currently resent in over 110 location across 21 states in
India and has over 1000 employees.

The NJ group prides in being a professionally managed Quality focused and customer
centric group the NJ Group gives critical importance to internal processes and
technology for providing convenience and value to clients the combination of domain
expertise technology and effective delivery systems enables us to understand the client
needs and delivery rules and guidelines in all its businesses very seriously and is
committed to follow the best practices for same.

2.2 Personnel process of NJ India Invest Pvt. Ltd.

Recruitment Process, Training and Development

The Board of Trainers, comprising of a cross section of trainers from diverse

backgrounds, brings the delivery capability for diverse training modules. NJ Gurukul's

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(Board of Trainers) comprises of 35 trainers and the average experience in training of
these trainers is an impressive 8 years.

 Selection of trainers is done through a robust process. The qualifications,

dedication and passion to training and experience form the major factors of
selecting the right person.
 Evaluation of the trainers in a major activity. All the trainers on board are
subjected to evaluation through various methods including feedback of the
trainings conducted by them.
 Continuous improvement by the trainers is another basic and strict
requirement. The trainers are required to continuously upgrade themselves by
attending various trainings, seminars, etc. Self-initiative by trainers for this is
appreciated and duly rewarded. The trainers are informed about their training
results as to how do the trainees trained by them at any specific training, fared in
the exams. This is done to give them a clear picture of their own performance as
a trainer, thereby assisting them in understanding the areas which require more
effort.

Training for the trainers is conducted once a year by NJ Gurukul so as to give a clearer
picture to the trainers as to what is expected of them and also to reassure uniformity of
content and quality, and standardized delivery mechanism by all NJ Gurukul trainers.

The NJ Gurukul is a venture aimed at providing valuable training & education support
to the young, emerging talent pool in India. Started in year 2008, NJ Gurukul today
offers a very wide range of training programs across India in all major cities.

NJ Gurukul is about a vision that aspires to nurture the young talent in India and to
transform them into individuals with knowledge & skills for employment and
enterprise. With special focus on the financial advisors community, NJ Gurukul today,
is a leading provider of training programs in the financial services industry. NJ Gurukul
offers a wide range of training programs by way of part / full time classroom sessions
being conducted at multiple locations across India. NJ Gurukul has an institutionalized,

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process driven approach to training with focus on delivering uniformity in quality &
content.

The NJ Gurukul has a Board of Trainers with over 35 well qualified, professional
trainers empaneled across India for delivering training programs. Within a short time,
NJ Gurukul has trained over 35,000 participants in over 80 locations across India. NJ
Gurukul is an authorized Education Provider (EP) with FPSB India to deliver training
for the prestigious Certified Financial Planner - CFPCM Certification. NJ Gurukul is also
amongst the largest trainers of Mutual Fund Distributors in India.

Key Training Programs:

 Mutual Fund Distributors Certification by NISM for prospective NJ Wealth

Distributors.
 Certified Financial Planner (CFPCM) Certification by FPSB India.

Recruitment Process

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2.3 Product /services of NJ India Invest Pvt. Ltd.

2.3.1 Products/services offering

NJ offers advisory and distribution services on the following products

2.3.1.1 Investment products:

 Mutual funds-covering all AMCs & all schemes

 Fixed deposits of companies

 PMS products (third party & NJ)

 Government /RBI bonds

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 Infrastructure bonds

 Approved securities for charitable trusts etc

 Insurance

2.3.1.2 Real Estate:

 Residential properties

 Commercial properties

2.3.1.3Training &Education

 Certification and training courses

 AMFI

 CFP

2.3.2 Services offering:-

2.3.2.1 Trading & Demat Account: NJ India Invest Pvt. Ltd. offers benefits of
trading and depository services under one roof NJ is registered as a Member with
Bombay stock exchange (BSE) & national stock exchange (NSE) NJ is also registered
as a depository participant of CDSL Dematerialization and trading in the de-mat mode
is the safer and quicker alternative to holding physical securities under the depository
services the securities are held in electronic for the investor directly by depository.

At NJ they are committed to provide complete depository services which are convenient
safe and secure customers can approach the DP helpdesk for any queries & grievances
that they may have.

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2.3.2.2 Services Quality control

Service is the key to unlocking customers satisfaction which again is key for
sustainability of any business at NJ we understand this very well has set strict processes
in place to deliver quality services to customers at NJ strict quality services standards
are set and a well-defined process is established and followed religiously by our quality
customer services teams performance is evaluated on a frequent basis and glitches are
ironed out.

But quality services also involves quality people in addition to processes NJ gives
significant focus to the proper training and development of the people involved in the
service delivery chain.

2.3.2.3 Further them.

 Have well-defined “privacy policy” to keep clients information confidential &

internal audits done on the same at regular intervals.
 Receive various statistics which are analyzed on an ongoing basis to improve the
services standards.

They are committed to improve and enhance our service and undertake new services
initiative such and other services differentiate us with other service providers in the
industry.

2.3.2.4 Their service commitment

The service commitments are to guide the actions of the people at NJ clearly stated
customers can freely communicate any such action/events wherein they feel that any of
the following commitments have been breached/compromised at NJ we desire to honor
our commitments at all points of time and to all our customers without any bias.

 To provide customer-focused need-based valued service

 To provide reliable accurate and timely information

 To maintain all records in privacy

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 To optimize services/benefits at least justifiable cost

 To develop and grow the customers’ business

 To provide constructive after sales service

 To honor our service commitments

Consumer Grievances

At NJ we are committed to provide our customers with quality services the existing
customers may approach NJ customer care for any queries /clarification or issues that
they may face for the customers of Demat & Trading account services we have a
dedicated DP helpdesk which can be reached at dpservices@njgroup.in for any quarries.

2.4 Marketing

Competitors of NJ –

 ICICI Securities Limited.

 HDFC Bank Limited.
 State Bank of India.
 Prudent Corporate Advisory Services Ltd.
 Kodak Mahindra Bank Limited.
 Geojit BNP Paribas Financial Services Limited.
 HDFC Securities Ltd.

Market share -

Broker SIP Book Amount (in Cr.)

NJ India Invest Pvt. Ltd. 527.2
ICICI Securities Limited 247.8
SBI 145
Prudent Corporation Advisory Services 116.8
Ltd.
Kodak Mahindra Bank Limited 102.2
HDFC Securities Limited 86.8

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 Axis Bank Limited 75.4
Karvy Stock Broking 41.5
Bajaj Capital Limited 29.5
Aditya Birla Money Mart Ltd. 23.1
Sharekhan Limited 22.9
Canara Bank 18.4
India Info line Limited 15.1

CHAPTER -3

3.1 Strengths and weakness of NJ India Invest Pvt. Ltd.

Strengths of NJ India Invest Pvt. Ltd.

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  Strong Management
 104 Branches
 NJ Fin logical
 65,000 cr. Managed
 Product Basket
 Online Platform
 Large Distribution
 32,000+ Partner’s
 1400+ Employees
 Presence in 3 Countries : India, Mauritius, Dubai
 104 Locations in India.

Weakness of NJ India Invest Pvt. Ltd.

 Lack of Employees.
 Lack of advertising & sales promotion.

3.2 Special Points are observed by me

 In NJ, I observed that the NJ is the highly helpful for their Partners and they
provide Partner Meeting sessions in every month for knowing about the
problems of Partners and Provide best ideas to troubleshooting the problems
faced by Partners.
 The Unit Managers and Branch Managers are very supportive for Trainees and
Partners both in case of any Guidance related to work.

CHAPTER-4
4.1 Introduction of Regular Mutual Fund and Direct Mutual
Fund
Regular Mutual Fund :- When you buy a mutual fund through a mutual fund
broker, distributor or advisor, it is called a regular plan. For every regular fund, the

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fund house pays commission to the middleman for bringing a new investor to their
plans.

Direct Mutual Fund :- In the direct mutual funds, agents, brokers or

other intermediaries have no role. Investors are free from commission or distribution
fees, which brings down the expense ratio. Even when you start an SIP or make a lump
sum investment, they will not levy any transaction charges. This is because you are
directly paying the mutual fund company.

4.2 Difference between Regular Mutual Fund and Direct

Mutual Fund

Particulars Direct Plan Regular Plan

Expense ratio Lower Higher (commission to the

intermediary)

Advise/Guidance No Yes

NAV Higher Lower

Research & market Perfect for the market and The qualified intermediary guides as
knowledge required investment savvy per the individual goals and risk
appetite

Convenience Less More

Returns More as the expense ratio is lesser Less as the AMC fee is more

4.3 Application of the Regular Mutual Fund which support to

the Distributors in the organization

 Sales Support :- Sales support is one the very important application in which
distributor can provide the better service to their clients. Distributor gets the
support from the unit manager in which they help to distributor for sale their
mutual fund schemes and other products.

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  Research Desk :- It gives the proper information to the distributors about the
market and various schemes of mutual fund so that distributor gets the proper
knowledge and after that he can give the advice to their clients.
 Technology :- Technology provides the better satisfaction to the distributors
in which they work very fast and they can handle the so many clients in very less
time like E- Wealth is very helpful to the distributors in which reduces the
pressure of partners and increase the efficiency and productivity of them because
E- Wealth is very growing technology in the organization and for the company
partners.
 Customer Support:- This is basically beneficial for the clients in which if
they need any information so they can use for proper customer care service and
advisors also help them to solve their problems and give the proper information
of their schemes, but in the case of direct mutual fund clients can not get the
proper knowledge because advisers not avail in direct mutual fund.
 Marketing Support :- It helps to promote the distributors in the front of
their target customers and partners can easily promote themself and find the
customers to sale their mutual fund schemes.
 Training Support :- The purpose of the training support is to provide the
proper training to the distributors in which they get the knowledge and
developed through training session and they can easily satisfy to their customers
and training session improve the productivity and efficiency of the distributor.

4.4 Suggestions and Implication

According to my point of view, NJ India is working on their goals and objectives and it
is require understanding that there can be difficult to convince to become NJ partner
when we work on field but we can resolve the some difficulties as a trainees with the
help of unit managers of NJ India.

I want to suggest the Trainees that they should take their training seriously if they want
to achieve their goals it is require understanding for all of them.

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If I Talk about NJ India, It is a national distributor in field of mutual funds and highly
grossing company of PAN India. They can be work on opening new branches in small
cities and town for providing the awareness about mutual funds and by this; they can
also removes the myths about the mutual fund from the mind of people

4.4.1Problems which are occurred during my internship and their

solutions

Problem 1:- The measure problem is to find those people, who can become the partner
of NJ.

Solution 1:- During the internship, we had decided the segment area in which we had to
target them like natural market, insurance agents, tax consultants, CA etc.

Problem 2:- To convince the people to become the mutual fund distributor during the
field.

Solution 2:- It was difficult to approach the people at that starting time but during the
field work unit managers helped us and gave us some suggestions in which we had
applied on field work.

Problem 3:- we had founded some difficulties during the Tele calling.

Solution 3:- we had done proper mock practice of Tele calling so that we could invite
them for the one to one meeting.

CAPTER-5

Conclusion

I have compiled 45 days summer internship training in NJ Wealth (financial products

distribute network). While training, I came to know about the basics of mutual funds,
their role and structure, different kinds of mutual fund schemes and their features. I also
understood how mutual funds are distributed in the market-place, how schemes are to be
evaluated, and how suitable products and services can be recommended to investors and

21
prospective investors in the market. Also I understood and evaluated how suitable
products and services can be recommended to investors and prospective investors in the
market, how mutual funds are distributed in the market-place, how schemes are to be
marketed and sold.

After study, SIP seems to be one of the best investment options available to a long term
investor. It particularly suits first-time customer in equity and those who do not have a
lump sum or the time to track their investments. The salaried class should also opt for
SIPs since it becomes a good savings habit. Investors who do not wish to be stressed by
market volatility should adopt the rupee-cost averaging method for secured long-term
investment planning.

References

 http://www.njgurukul.com
 http://www.mutual fund in india.com
 http://www.businessdictionarv.com/definition/customerpercep
tion.html/retrived
 http://www.njindiainvest.com/aboutus.php?pgname=abtus
 https://cleartax.in/s/direct-regular-mutual-funds

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 Annexure no.1

DAILY WORK SHEET FOR SUMMER TRAINING REPORT

Name of the Student: Nitin Patki

Course and Semester: MBA 2nd sem (D)

Batch :2018-2020

23
Specialization: Finance

Name of Summer Training Organization: NJ India Pvt. Ltd.

Day Date Description of Work

1 1/05/2019 Introduction of the company and their schemes, we have observe
the atmosphere.
2 2/05/2019 What is the product and services of the company and brief
explanation of them.
3 3/05/2019 Explain the recruitment process and we have prepared the
presentation on it.
4 4/05/2019 Role of management trainee and knowing about the payment
method in mutual fund.
5 5/05/2019 Sunday Holiday

6 6/05/2019 Meeting with H.R Manager, Create the team and mock
practice of cold calling.
7 7/05/2019 Discussion with H.R Manager on recruitment process and division
of area, segment in different two groups.
8 8/05/2019 Today we have started the cold calling to Tax consultant and
Equity Brokers and take the appointment to meet with them.
9 9/05/2019 Discussion with H.R Manager, and they gave us some instruction
about the field work.
10 10/05/2019 We went on field and filled the survey form by professional people

11 11/05/2019 Second Saturday off

12 12/05/2019 Sunday Holiday

13 13/05/2019 Today I called to Financial consultants for meeting about the

Mutual Fund Distributor
14 14/05/2019 I visited the 2 to 3 Area in Gwalior and invited the people to come
in the business presentation program
15 15/05/2019 Today I met with some agents regarding mutual fund advisor and
conference with H.R manager
16 16/05/2019 I invited the person through call for the Business Opportunity
Presentation.
17 17/05/2019 I remind the person through call for attend the business opportunity
presentation.
18 18/05/2019 Feedback session taken by the unit manager of overall field work

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19 19/05/2019 Sunday off

20 20/05/2019 I visited the complex where I met with different kind of people and
survey form filled by them.
21 21/05/2019 I met with some agents and convey them to become mutual fund
distributor.
22 22/05/2019 I invited to those person who filled the survey form to come in the
office for one to one meet.
23 23/05/2019 I called and remind them to come in the office for meet with unit
manager for meeting.
24 24/05/2019 I have carry with my recruitment kit and convey to some agents for
become mutual fund advisor.
25 25/05/2019 4th Saturday off

26 26/05/2019 Sunday off

27 27/05/2019 I went on field and covered the post office at that day.

28 28/05/2019 I went the oriental insurance company and approach some people
who can become mutual fund distributor.
29 29/05/2019 I have done telecalling on collected data through survey form.

30 30/05/2019 I have done telecalling on data from IRDAI website.

31 31/05/2019 Today I understand the insurance which is started in Gwalior

branch.
32 1/06/2019 Today I did telecalling and invited people for attend the business
opportunity presentation.
33 02/06/2019 Sunday Off

34 3/06/2019 I have done done telecalling and share the information on mutual
fund distributor.
35 4/06/2019 To become mutual fund distributor, I have share some important
points to them.
36 05/05/2019 Due to EID Office is off

37 6/06/2019 I have invited people through telecalling to come in the office for
meeting.
38 7/06/2019 I gave the remind call for attend the business opportunity
presentation.
39 08/06/2019 Second Saturday Off

40 09/06/2019 Sunday Off

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41 10/06/2019 I have done telecalling

42 11/06/2019 I have done done telecalling and share the information on mutual
fund distributor.
43 12/06/2019 I have done telecalling on data from IRDAI website.

44 13/06/2019 Today I did telecalling and invited people for attend the business
opportunity presentation.
45 14/06/2019 I have taken a follow up who are coming for the meeting.

46 15/06/2019 I invited the person through call for the Business Opportunity
Presentation.
47 16/06/2019 Sunday off

48 17/06/2019 I done Tele calling for the meeting

49 18/06/2019 I have done done telecalling and share the information to mutual
fund distributor.
50 19/06/2019 Tele calling on the collected data

51 20/06/2019 We have given the names to abhishek sir of important leads which
they can become the partner in future of NJ.

Name of the Faculty Guide:

Signature of Faculty Guide:

Annexure No. 2

WEEKLY WORK REPORT FORMAT

Name of the Student: Nitin Patki

Course and Section: MBA 2nd sem

Weekly report for (Duration of Week) : 8 Week

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WEEK FROM TO DESCRIPTION OF WORK

1 1/05/2019 4/05/2019 Introduction of the company and their product and

services. What is role of management trainee and prepared
the presentation on recruitment process.

2 6/05/2019 10/05/2019 Create the team and divide into different segment and area
in city. We went on field and filled the survey form by
professional people
3 13/05/2019 18/05/2019 I visited the selected area in the city and invited the
persons to come in the business opportunity presentation
and after that the feedback taken by the unit manager of
overall work.
4 20/05/2019 24/05/2019 I visited the different complex where different insurance
companies exists. After that we invite the persons to come
in the office for one to one meet and for business
opportunity presentation.
5 27/05/2019 1/06/2019 I went on field and collect the data and I did telecalling
from online data and invited people for attend the business
opportunity presentation and for one to one meet.
6 3/06/2019 7/06/2019 I collected the data for the telecalling and called them and
invited them to come in the office for the meeting with
unit manager, and for attend the BOP.
7 10/06/2019 15/06/2019 I called the many data and and convince to the meeting
and for attend the business opportunity presentation.

8 17/06/2019 20/06/2019 We have done telecalling and in the last day we gave the
names to abhishek sir of prospective people who can
become distributor in the future.

Thanks and Regards, Yours Sincerely

(Nitin Patki)

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