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Final Report ON Executive Training: TITLE: To Sell 24 Demat Accounts Worth
Final Report ON Executive Training: TITLE: To Sell 24 Demat Accounts Worth
Final Report ON Executive Training: TITLE: To Sell 24 Demat Accounts Worth
ON
EXECUTIVE TRAINING
TITLE: To sell 24 Demat accounts worth
Rs.2,00,000/- for 3 months for XYZ Limited in Nagpur
city.
CONTENT
1. INTRODUCTION
2. COMPANY PROFILE
3. OBJECTIVE
4. TARGET/TASKS SET
5. STRATEGY ADOPTED
6. ACHIEVEMENTS
7. ANALYSIS OF PERFORMANCE Vs TARGET
8. LIMITATIONS
9. LEARNING IN THE EXECUTIVE TRAINING
10. AWARDS/REWARDS RECEIVED DURING EXEUTIVE TRAINING
11. CONCLUSION
INTRODUCTION
FINANCIAL SYSTEM
The financial is one of the most important inventions of the modern society. The phenomenon of
imbalance in the distribution of capital or funds existed in every economic system. There are
areas or people with surplus funds and there are those with a deficit. A financial system
functions as an intermediary and facilitates the flow of funds from the areas of surplus to the
areas of deficit. A financial system is a composition of various institutions, markets, regulations
and laws, practices, money managers, analysts, transactions and claims and liabilities.
COMPANY PROFILE
XYZ LIMITED
XYZ is one of the top retail brokerage houses in India with a strong online trading
platform. The company provides equity based products (research, equities, derivatives,
depository, margin funding, etc.). It has one of the largest networks in the country with
704 share shops in 280 cities and Indias premier online trading portal With their
research expertise, customer commitment and superior technology, they provide
investors with end-to-end solutions in investments. They provide trade execution
services through multiple channels - an Internet platform, telephone and retail outlets.
Demat a/c
Trading a/c: for cash calculation
Bank a/c: for fund transfer
Dial and Trade: for query relating trading
Products:
Out of these we have to mostly sell demat accounts and Mutual Funds.
Demat account:
XYZ is a depository participant. This means that we can keep the shares in
dematerialized form in XYZ. But for this one has to the demat account in XYZ.
Dematerialization is the process by which a client can get physical certificates converted
into electronic balances maintained in his account with the DP.
CHARGES (nonrefundable)
Rs.5000
Rs.750
Rs.10000
Nil
Rs.5000
Rs.1000
Rs.10000/25000
Nil
FINANCIAL CAPABILITY
Taking in to consideration all its assets and liabilities company is valued at around Rs.
750-850 crores.
HIERARCHY IN XYZ
There are 14 main hierarchical levels in XYZ:
1) Trainees
2) Super trainees
3) Sales executives
4) Assistant sales manager
5) Area sales manager : Mr. Chirag Joshi
6) City sales manager
7) Assistant branch manager
8) Branch manager
9) Regional head
10)Cluster head
11) Business head
12) Country head
13) Directors
14) CEO
WEAKNESSES
Products
PMS Services.
Technology
Online fund transfer.
Research reports.
Clients (average of 15,000 accounts
per year)
OPPORTUNITIES
Huge market.
THREATS
Account opening:
Opening a DP account with XYZ
One can open a Depository Participant (DP) account, either through a XYZ branch or
through a XYZ Franchisee center.
There is no fee for opening DP accounts with XYZ. However a nominal deposit
(refundable) is charged towards services which will be adjusted against all future
billings.
All investors have to submit their proof of identity and proof of address along with the
prescribed account opening form.
Voter ID
Passport
PAN Card
MAPIN UID Card
Driving License
Photo I card issued by Employer registered under MAPIN
Voter ID Card
Driving License
Passport
Ration Card
Telephone Bill
Electricity Bill
Leave-License
Bank Passbook
DELIVERY
CASH- EQUITIES
0.05%
0.5%
FnO
0.05%
PREPAID SCHEME
0.025%
0.25%
HDFC
Axis Bank
IDBI
Citi Bank
IndusInd Bank
Union Bank
ICICI
MINIMUM AMOUNT
5000
500
ADVANTAGES OF XYZ:
1. Online trading is very user friendly and one doesn't need any software to
access.
2. They provide good quality of services like daily SMS alerts, mail alerts, stock
recommendations etc.
3. XYZ has ability to transfer funds from most banks. Unlike ICICI Direct, HDFC
Sec, etc., so investor not really needs to open an account with a particular bank
as it can establish link with most modern banks.
CUSTOMER
Government Employees
OBJECTIVE:
To project XYZ as an authority in the retail stock trading business.
To execute business for the company by selling demat accounts and mutual
funds.
TARGETS / TASKS:
TARGETS
To sell 24 Demat accounts worth Rs.2,00,000/- for 3 month for XYZ Limited at
Nagpur.
To sell 2 Demat accounts per week for 3 months for XYZ limited at Nagpur.
To sell Mutual Funds of various companies through XYZ Limited in Nagpur city
for 3 months.
TASKS
To collect the leads.
To do the telecalling and take appointments.
To attend the appointment on prescribed time.
To tell the client about the company and its products.
To tell the client about the advantages of opening a demat account with XYZ
limited.
To convince the clients to do Online Trading.
To explain him the terms and conditions of the product.
To convince the client to open Demat account at XYZ ltd.
WEEKLY ANALYSIS:
LEARNINGS:
Importance of information technology in the field of stock broking is immense.
The terminal through which the brokers buy and sell shares is a software that
completely depends on the internet. For XYZ, this terminal has been designed by
the software company Spider.
Buying and selling through internet is fast. As soon as the prices of the shares
goes up or comes down then they can be sold or purchased instantly within
seconds.
In XYZ I have learned how to maintain good relations with the customers by
giving them the proper service and solving their queries regarding the share
market.
I have also learned how to maintain good relation with the employees and the cotrainees.
Learned the meaning of the words that are mostly used in the share market.
Learned the importance of the Excel sheet. I maintained all my daily records in
the Excel sheet.
Got the practical knowledge of the market.
Had a practical experience of working in a reputed organization.
AWARDS/REWARDS:
I received the stipend of Rs.269/- in the month of June.