A PRESENTATION ON

EXECUTIVE TRAINING

:SUBMITTED BY:
AJEET KUMAR
8NBNG010
ICFAI, NAGPUR
MBA (2008-2010)
Company Guide:- MR. CHIRAG JOSHI
 Executive Training Title

To Generate a Business of Two Lakhs

Rupees by Selling Mutual Fund and
Opening New Demat Account
 Contents

Introduction of Company

Objectives

Target and Tasks set

Strategy

Target Vs Achievements

Limitation

Conclusion

Learning in the Executive Training

 Introduction
Name: Sharekhan Company Limited
Punch line: Your Guide To The Financial
Jungle
Telephone no: 022-67482000
Toll Free: 1800227500
working under SSKI (S. S. Kantilal Ishwarlal)
Ltd.
SSKI was founded in 1922.
 SSKI Entered into Retail Broking in 1985
They Provides you a Complete Life-Cycle
of Investment Solutions in Equities,
Derivatives, Commodities & Depository
Services.
SSKI has been voted the best domestic
brokerage in by Asiamoney Polls 2004
Services
 Types of Account in
sharekhan

1) Sharekhan Classic account

website / JAVA BASED APPLET
2) Sharekhan tradetiger account
Application based software
 Objectives
To get familiar with the corporate culture
To develop the personality
To achieve successfully assigned target within time frame.
To gain a financial knowledge
To improve my communication skill.
To give maximum output in terms of every assigned work.
To get an opportunity to apply the concepts learnt in real life
situations.
To study the client behavior
To add more skills, knowledge during completion of
assigned job
 Target/tasks
To collect the database
To generate business of minimum Rs.2,00,000
Understanding client's businesses needs and
associated risk implications
Adding value in valuation assumptions,
structuring,
negotiating
Long term commitment and strong relationships
 Strategy

To gain a detail knowledge of product.

Collect the clients database.
Tele calling & taking appointment.
Meet the client.
Feedback & references.
Strategies
Target Assigned -
200,000 /-
Target Achieved -
 Tasks Achieved

10 Demat Account
6 Mutual Fund
Total Performance
 Limitations

Panic investors
Wrong approach
Unawareness about Nagpur city
Communication gap due to lack of local language
Perception of people about market volatility
Investments made by the people in the month of march
Scorching heat in Nagpur in the month of April and May
 Learning in the Executive
Training:-
Buying Behavior of client in product.
Improve communication skill & Confidence
Knowledge about the Mutual Fund.
Managing time or importance of time when
meeting the client.
Managing the relationship with each and every
client.