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WELCOME TO
OUR COMPANY !

Thank You For Joining Our Team

We’re Excited to Have You
CONTENTS COMPANY PROFILE
 Vision and mission
 Financial highlights
 Location
 .why us?

WORK POLICIES
 Attendance portal
 Leaves and holiday
 Office Timings
 Office Dress code.

OFFICE RULES
 Punctuality
 Only hire no fire

COMPENSATION AND
BENEFITS
 Salary and package
 Target and Incentives
 Club Membership.
CONTENTS
TEAM IRODUCTION
BUSINESS HEAD & CO-FOUNDER - Rajeev Gupta

RELATIONSHIP MANAGER- Pranav Sethi

RELATIONSHIP MANAGER- Adarsh Patel
RELATIONSHIP MANAGER- Riya Mahalaha
RELATIONSHIP MANAGER- Jessica Gulliani

MANAGEMENT TRAINEE- Smita Dhama

MANAGEMENT TRAINEE- Prachi Prabha
MANAGEMENT TRAINEE-Chanchal Choudhari
MANAGEMENT TRAINEE- Neelam Tripathi
MANAGEMENT TRAINEE- Ishan Geete
MANAGEMENT TRAINEE – Abhishek Kushwah
MANAGEMENT TRAINEE”-Prince Dhaloch
MANAGEMENT TRAINEE- Aman Natani
 COMPANY PROFILE

Provide need based solutions at the right value, gaining

MISSION lifetime client relationships through a happy team & service
excellence and stop the mis-selling done by various financial
institution.

VISION World’s most admired & recommended wealth creation &

protection brand.

We promise to provide our clients - research based, unbiased,

OUR PROMISE independent and need based services/advice with honest and ethical
dealings.
 COMPANY PROFILE

FINANCIAL Currently we are working with 75 partners that includes India's leading
Banks & NBFCs, Insurance Companies, Mutual Fund houses with
HIGHLIGHTS operations that span over 200 cities across the country & offers more
than 100 financial products.

LOCATION Registered office-Kolkata ,West Bengal

We at JSR Finance pride ourselves by providing customized solutions for our

WHY US ? clients. We do not adopt 'ONE SIZE FITS ALL APPROACH' in our financial
advisory.
 COMPANIES MOTIVATION

Beluṛ Maṭh is the headquarters of the Ramakrishna Math and

Mission, founded by Swami Vivekananda, the chief disciple
of Ramakrishna Paramahansa . It is located on the west bank
of Hooghly River, Belur, West Bengal, India and is one of the
significant institutions in Kolkata.

Our motivation

BELUR MATH
Our Company is backed up by Belur Math wami Vivekananda trust
situated in Kolkata, we are not for profit we are for social cause to
help the people in each and every sector.
WORK POLICIES
OFFICE TIMING DRESS CODE

MONDAY TO FRIDAY- MONDAY TO FRIDAY -

10 AM TO 7 PM BUSINESS
FORMALS
SATURDAY-
10 AM TO 5 PM

SATURDAY-
BUSINESS CASUAL
 CAREER GRAPH
REGIONAL
ZONAL AREA BUSINESS
CEO BUSINESS HEAD BUSINESS
BUSINESS HEAD HEAD
HEAD

SENIOR
CORPORATE ELITE BUSINESS PREMIUM RELATIONSHIP
BUSINESS HEAD HEAD BUSINESS HEAD MANAGER

CORPORATE ELITE PREMIUM RELATIONSHIP

RELATIONSHIP RELATIONSHIP RELATIONSHIP MANAGER
MANAGER MANAGER MANAGER

DEPUTY
RELATIONSHIP
MANAGER

MARKETING
MANAGER

MARKETING
OFFICERS
GRADE EXECUTIV
• InfographicPRESIDEN
Style
EVICE

T
SENIOR VICE
PRESIDENT
VICE
PRESIDENT
ASSOCIATE
VICE
PRESIDENT
SENIOR CHEIF
MANAGER

CHIEF MANAGER

SENIOR
MANAGER

MANAGER

DEPUTY
MANAGER
ASSISTANT
MANAGER
SENIOR
OFFICER

OFFICER
CLUB MEMBERSHIP
JSR CLUB
BUSINESS
? HEAD
4000 Points
PLATINUM
PLUS
2500 Points
DIAMOND PLUS
PLATINUM 1400 Points
2000 Points
DIAMOND
1000 Points

GOLD PLUS
700 Points // SILVER PLUS
GOLD 350 Points

500 Points SILVER

200 Points
 PER POINT
PRODUCTS
PRODUCT POINTS
PER POINT
Financial Planning 5 Points / Client
Personal loan 2 Points / Lakh
Business loan 2Points / Lakh
Home loan 1Points / Lakh
Loan against property 1Points / Lakh
Two wheeler loan 2Points / Lakh

Car loan 2Points / Lakh

Commercial vehicle loan
Credit Cards
Cash Credit
Life Insurance
General Insurance
Health Insurance
2Points / Lakh
2Points / Card
1Points / Lakh
1 Point / 10K (Premium)
1 Point / 10K (Premium)
1 Point / 10K (Premium)
PRODUCTS POINTS
Mutual Fund 1 Point /Lakh
Saving Account 1 Point/Account
Current Account 1 Point/Account
Bank fixed deposit 1 Point/Lakh
Corporate Fixed deposit 2 Point /Lakh
Demat / Trading 5 Point /Account
Property (FLAT) 10 Point(1BHK),
15 Point(2BHK),
20 Point(3BHK)
Land (PLOT) 20 Point / Plot
 MY ONLY COMPETITION IS MYSELF

*BENCHMARK WILL
BE AVERAGE
WEEKLY
PERFORMANCE TILL
DATE DO THE DOUBLE OF BENCHMARK T
*WEEKLY REVIEW A
01
R
HIGHEST BENCHMARK G
02
INDIVIDUAL BENCHMARK E
T
03
BELOW THE BENCHMARK
S
LAST WEEK BENCHMARK
B E N I F I T S TO O UR C H A N N E L PA RT N E R S

Increase Br an d in g
i n Sales Benefit

Payou t New
c us to m er
walk-in
1. During our internship we have learned about how to be a good team player
2. In BFSI industry customers is core asset of the company, so we have learned how to deal with the customers
3. How to convert a leed into a customer by giving proper knowledge of the product.
4. Learned how to cooperate with each other during professional work.
5. I have also understood how BFSI industry work, which gives us practical exposure.
6. As I am pursuing MBA in BFSI I have theoretical knowledge of BFSI but during our internship, I have done various other work
such as working such
I. HR (Scheduling the interviews and conducting them)
II. Graphics Designing (Designed logo, standees, leaflets etc.)
III. Marketing (Social Media Marketing)
IV. Content Writing (Blogs)
V. Training (Trained the new joinees)
Since your brand
w i l l be listed o n
our w e b s i t e a n d
our a p p i n t h e
Channel Partners
list , t his w i l l h e l p
i n branding .
Through
d i s t r i b u t i o n of NEW
your vouchers t o CUSTOMERS
our existing
clients & partners .
 Our all clients can fi n d yo ur busi ness i n o u r
p a r t n e r list w h i c h w i l l b e p u b l i s h e d o n o u r
we b s i te & a p p & t h e y w i l l be visiting your
restaurants t o t a ke your services & spend
t h r o u g h w a l l e t mo n ey . Our co m p a ny is
p rov i d i n g w a l l e t m o n e y t o all ou r clients as a
cashback po s t b uy i n g o u r products , so t hi s is
an idle m o n e y fo r t h e m w h i c h t h e y have t o
spend t o any o f o u r channel par tner .

For every clien t w h o

d ow n l o a d s o u r a p p &
register w i t h your
u n i q u e referral code , w e
w i l l be purchasing your
business vouchers w o r t h
Rs . 500 o n each p ro d u c t
sold t o your clients .
 For Example
Total clients referred by you 500 • 500
If 10% of the clients have taken our
service - • 50
If one client have taken 5 products
from us. •5
The price of one discount voucher
will be ₹ 500. • ₹ 500
The discount voucher sold to one
client will be ₹500*50 = ₹2500/- • ₹2500/-
Total discount vouchers sold to 50
clients will be ₹2500*50 = ₹1,25,000 • ₹1,25,000
Customer Delight Financial Planning
Cashback

Vouchers
GIFTS 04
03
02 Cashback in JSR pay wallet
01 Free Financial
Planning.
on every product purchased

Instant gifts on Free gift Vouchers worth

downloading our RS.500
app
Thank
you
Questions