INVESTMENT SERVICES AND

INVESTMENT PROCESS OF UNICON INVESTMENT SOLUTIONS
BY: GARIMA SHARMA MBA 3RD SEM 35084040

OBJECTIVES OF THE STUDY:

To find the market potential and market penetration of UNICON INVESTMENT SOLUTION product offerings in New Delhi. To collect the real time information of preference level of customer regarding various modes of investments available in market. To expand the market penetration of UNICON INVESTMENT SOLUTION. To provide pricing strategy of competitors to fight cut throat competition. To increase the product awareness of UNICON INVESTMENT SOLUTION as single window shop for investment solutions. To study various financial products and services offered by unicon investment solutions to its customers.

COMPANY PROFILE:

UNICON was founded in 2004 by two visionary and flamboyant entrepreneurs, Mr. Gajendra Nagpal and Mr. Ram M. Gupta, who possess expertise in the field of Finance. The company is headquartered in New Delhi, and has its Corporate office in Mumbai with regional offices in Kolkata, Chennai, Hyderabad and Noida The company is supported by more than 3500 Uniconians and has an extensive network of over 100 branches, 600 plus business partner locations & 2500 remisers providing it with a national footprint.

MISSION & VISION :

Mission : To create long term value by empowering individual investors through superior financial services supported by culture based on highest level of teamwork, efficiency and integrity. Vision : To provide the most useful and ethical Investment Solutions - guided by values driven approach to growth, client service and employee development.

PRODUCT AND SEVICES:
EQUITY-Unicon Plus, Unicon Swift COMMODITY FIXED INCOME DEPOSITORY IPO MUTUAL FUND INSURANCE-General insurance, Life Insurance INVESTMENT BANKING

UNICON BUSINESS PARTNERS:
Unicon has a PAN India network with strong team of over 450 Business Partners who are assisting them to tap the retail & corporate clientele and make Unicon accesible in the nook and crannies of the nation. Unicon boasts of bringing the best of the products and services with "Affordability & Quality" occupying the centre stage.

UNICON TIE UP WITH VARIOUS INSURANCE COMPANIES:
Tata AIG life insurance SBI life insurance Max new York life insurance Reliance Birla sun life Life insurance corporation of india Kotak Mahindra Met life ICICI prudential

RESEARCH METHODOLOGY:
Methodology Adopted The information was collected through person interview and interview was conducted through the mode of questionnaire. Analysis of Data Data collection The data collection was collected through primary as well as secondary source. PRIMARY DATA : Primary data was collected from 155 respondents using a schedule of question and a survey was conducted. The tabular and graphical data was Microsoft excel. SECONDARY DATA : Secondary data was collected mainly from internet ,printed journals on the capital markets of India ,newspaper articles and books written on the Indian stock markets.

SAMPLING: Judgment, non-random sampling was used. Respondents were request to help with the schedule at their offices, homes or at the UNICON INVESTMENT SOLUTION office.

KEY ISSUES:
Based on the above SWOT analysis and study of the available data I have come to the following conclusions: HUGE POTENTIAL: Huge investments taking place Large untapped market

RECOMMENDATIONS:
To focus on advertising effectively the financial services strength. As in near future not all the banking customers will move to electronic channels, then it would be advisable to use different strategies to bring in forefront alternative banking through voice telephone. This is especially for customers who prefer high ±contact delivery environments. Increasing the amount of customer dealing hours so that the customers can go to the broker when in need of service or advice regarding investment.

Significantly reducing waiting time for customers by putting up of quick-drop deposits box to handle deposits and cheque cashing. Taking care of the teller managers by giving them cash incentives or taking those people for holiday abroad who have achieved their targets or made large-volume sales. Also giving catered meals to staff that work long hours or those working during peak hours. Lastly taking the feedback from customers so as to better tune its services with the customers need.

LIMITATIONS:
Time Constraints: Resource Constraints

CONCLUSIONS
Based on the findings of our project we would like to suggest the following: After sales services and follow up calls are important for getting new references so trained telesales should be appointed for this purpose whose sole work should be to make feedback calls. Investment is having too many financial products right from Demat account to General Insurance and not all the salespeople are familiar with each and every product so the work force should be segregated each group dealing in a specific product and the sales target should be given likewise.

THANK YOU

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