Annexure – I (C)

INITIAL INFORMATION REPORT (IIR)

Student Details
Name: Yash Devda
Enrollment No: JI/2020-22/0110
Date of Joining: 17th May 2021

Organizational Details
Name of the organization: Kotak Mahindra Bank
Contact Details: +912262042001
Address: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400051
E-mail: customerfirst@kotak.com

Main activity of the organization: Kotak Mahindra Bank Limited is an Indian private sector
bank based in Mumbai, Maharashtra. It provides corporate and retail customers with banking
products and financial services in the areas of personal finance, investment banking, life
insurance, and wealth management. The Founder and CEO of Kotak Mahindra Bank are Uday
Kotak. It is the third-largest Indian private sector bank by market capitalization, with 1600
branches & 2519 ATMs.
This bank offers a wide range of financial product and services to the customer like Deposit
Account: - Saving Account, Current Account, Loan: - Home Loan, Personal Loan, Car Loan,
Education Loan, Gold Loan, Investment: - Fixed Deposit, Recurring Deposit, Card: - Debit Card,
Credit Card, Banking: - Net Banking, Phone Banking, Vehicle finance, advisory services, assets
management, life general insurance. Apart from financial product the bank offer investment
products like mutual funds, retailing of gold coin and bars, etc.

Company Guide
Name: Gyanendra Kumar
Designation: Senior Manager
Contact No: 9406668797
E-Mail: Gyanendra.kumar@kotak.com
Work Timings [Optional]: 9:00 A.M-6:00 P.M

Faculty Guide Name: Megha Jain

Project Details
Title of the project: Recruitment and Development of Agency Partner Channel (APC)

Area of the Project: Deals in financial products

Description of the project in brief: In this project, we are going to recruit prospective consultants
by selling opportunities to them, who are Quality people for the Business Opportunity Program
and having good knowledge about financial products. For this proper training is given to all
prospect consultants with the duration of 6 days in which they also get some earnings and
rewards. Afterward, we have to monitor the business performance of this prospective consultant,
then we have to advise them to sell financial products and achieving revenue targets. Helping in
need analysis of prospect customers to a high level of customer satisfaction leads to customer
delight. We are accountable for generating revenue and achieving the target for the company and
after the completion of the task, we have to report to our senior manager and team.

Signature of the Industry Mentor Signature of the Student

Date: 31/05/2021
Place: Indore