SUMMER INTERNSHIP TRAINING AT

EQSIS
(EQSIS FINANCIAL SERVICES PVT LTD)

Under the guidance of

HARIHARASUDHAN.G.B
Mrs.R.Jayashree 310622631034
Assistant Professor MBA 2"A"
 INTRODUCTION

• The Organizational study of EQSIS provided a valuable knowledge and a best

learning experience

• The internship at EQSIS lasted one month gaining information about the entire
organizational workings process of the company

• The main purpose of the organizational study was to study the various
departments mainly marketing department of the company and understanding
the comapany's functions,operations,their achievements so far,their marketing
strategies.
 COMPANY PROFILE

• EQSIS Financial Services Private Limited is a capital market research

firm which gives its clients the most optimum and efficient solutions
about stocks with its leading market analyist and various research tools

• EQSIS was established in 2014 and is located in Kodambakkam,

Chennai.It offers onsite services, online classes, and online appointments

• Mission: “A smarter and simpler way to invest in stocks”

• Vision: To make market participants aware of the best possibilities for

long-term wealth creation through successful stock trading and the right
investments practices.
 INDUSTRY PROFILE

• Marketing activities that identify and document customer needs

• Engineering activities that conceptualize

• For investors, openings present a wider range of investment options

• Improved Competitiveness Benefits

• A rise in domestic investments has been one of the most significant contributors
to the growth story of India.
 DEPARTMENT DETAILS
SALES DEPARTMENT

• The Sales Department at EQSIS is dedicated to helping clients achieve their

financial goals by offering them tailored investment solutions and providing
expert guidance.

• Our mission is to empower individuals and businesses with the knowledge and
products necessary to make informed investment decisions and secure their
financial future

• FUNCTIONS AND RESPONSIBILITIES:

1. Client engagement

2. Product knowledge

3. Sales and revenue generation

4. Client education
 DEPARTMENT DETAILS
MARKETING DEPARTMENT

The marketing department in EQSIS plays a crucial role in attracting and retaining
clients, building brand awareness, and promoting the company's financial products
and services. The process typically involves several key steps:

• Current market trends,customer needs and their preferences are identified

through conducting market research studies

• Defining target customer segments for the financial products and services
offered

• Various strategies are formulated and implemented to attract more customers

• Using various technology like social media and internet marketing to attract
larger audience base
 DEPARTMENT DETAILS
HR DEPARTMENT

• Recruiting, interviewing, and hiring new staff

• Supervising disputes and overseeing disciplinary procedures

• Handling employee relations

• Ensuring safety and health on the job

• Managing employee benefit and compensation programs.

• Job rotation: Transferring employees from one task to another depending on

the requirement and their skills.

• Creating high-performance working groups: Building teams to complete tasks

that require high levels of performance
 OBSERVATION & LEARNING

• The objective for interns at EQSIS is to promote the product "EQSIS INVEST
" . It is a app used to provide timely stock market investment recommendations
to its clients

• Interns are asked to form groups among themselves and are given set of pre
determined questions and asked to rank the questions based on its relevance
enabling a deeper understanding about investment and stock markets

• After discussing about the ranked questions the interns are asked to create a
powerpoint presentations to make sure everyone understood about the topics
 OBSERVATION & LEARNING

• Following the knowledge-sharing phase, interns are directed towards lead

collection, aimed at identifying potential audiences for EQSIS INVEST

• Questionnaire is created with the purpose of finding the targeted customers and
interns are asked to send the Questionnaire to as many people as possible
through whatsapp and other social media.

• The final task in the internship involved reaching out to prospects with EQSIS
INVEST. This phase allowed interns to apply their acquired knowledge and
skills in a practical setting, engaging with potential customers and promoting the
investment product

• Interns gained valuable knowledge about the investment industry, developed

presentation skills, and developed a practical understanding of lead generation,
and enhanced their communication skills.
 SUGGESTIONS

• The interface of the app and its website can be simplifed for better navigation
of the clients

• Provide detailed analytics and reports on the historical performance of

recommended stocks

• Giving customers the ability to trade while onthe go with EQSIS INVEST's
mobile app

• Increasingly providing clients with educational materials like e-books, blog

entries and Webinars

• Financial organizations can collaborate to provide their customers with a wider

range of financial services.
 CONCLUSION

Through this internship in EQSIS company I learned about how

the company users various methods of marketing strategies to
promote its product and how to find a products targeted audiences
through well structured questionnaire models and persuading the
customer to purchase the product by offering discounts ,trail
periods or conducting seminars. Thus I learned about the
marketing structure of EQSIS and there are also some few areas
which can be improved to increase its productivity.
THANK YOU