Summer Training Weekly Report 2022

Name: Shantanu Pawahe Sem. / Course: MMS Roll No: 21106B1065

Name of organization (summer training): Reliance Securities

Name of person monitoring (from industry): Mahesh Gowda

Training Undertaken: (weekly report)

Sr. No Date Brief report of work done / Study carried out Learning Outcome

1 27/06/2022 1) Attended training session on technical market I gained the knowledge

outlook along with our partners and clients. of technical market and

how it works.

2 28/06/2022 1) Attended a meeting with the manager I learned about the new

regarding the Business Associate (BA) and business targets and

Third-Party Transaction business (TPT) targets how to pitch the clients

to be completed. for the same.

3 29/06/2022 1) Contacted people to convince them to join I learned how to pitch

Reliance Securities by becoming BA or by and convince people,

doing TPT business. and how the client

doubts are handled.

4 30/06/2022 1) Solved queries on rejection sent by the team I learned problem

leader. solving by attaining

and solving clients’
2) Contacted the clients for completing the
queries, to make clients
process of trading on Tick Pro app.
trade using the Tick Pro

3) Updated the excel sheet of the client records app and the

for future use. importance of record

maintenance.

5 01/07/2022 1) Contacted people to buy a product of the I learned how to

company named HDFC Life Sanchay Plus. convince and pitch to
 the people and to solve

the client’s doubts.

6 02/07/2022 1) Attended a meeting held by the manager I learned how to pitch

regarding the target to be completed. the clients about the

target and the
2) Updated clients records and MIS report.
importance of record
maintenance.

Remark & Suggestions:

Signature of Faculty Guide Signature of Industry Guide