Summer Training Weekly Report 2022

Name:Shantanu Pawshe 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 20/06/2022 1)Started looking for clients for Business Associates I gained the knowledge
and Third-Party Transaction business. of Business Associates

and Third-Party
2)Contacted the remaining clients for the completion
Transaction business and
of form filing process.
how to pitch the clients
for the same.

2 21/06/2022 1)Completed form filing process and verification of I gained the knowledge
the remaining clients. of demat account form

filling process and

2)Maintained client records.
importance of

maintaining proper
records.

3 22/06/2022 1)Attended a training session on product named I learned about the

HDFC Life Sanchay Plus where they explained us benefits, uses, covers,

various plans available under HDFC Life Insurance. terms, etc. available to
the customers under the

product.

4 23/06/2022 1)Attended a training session on HDFC Life Sanchay I learned about the

Par Advantage where we were briefed about the product’s policies, its
product and its advantages. benefits and how the

customers should be
targeted.
 5 24/06/2022 1)Solved queries on rejection sent by the team I learned problem

leader. solving by attaining and

solving clients’ queries
2)Completed esign process of the remaining clients.
and to make the clients

3)Contacted the clients for completing the further trade using the Tick Pro

process of trading on Tick Pro app. app

6 25/06/2022 1)Started to look for the clients for various insurances I learned the importance

like Care, Cigna, HDFC Life Insurance, Liberty, etc. of record maintenance
and how to deal with the
2)Updated client records for future use.
clients regarding the
insurance.

Remark & Suggestions:

Signature of Faculty Guide Signature of Industry Guide