SALES AND DISTRIBUTION MANAGEMENT

ASSIGNMENT-1
“Report on How a Salesman plans out his day”

APEEJAY SCHOOL OF MANAGEMENT,

DWARKA

Submitted To:
Prof. Etinder Pal Singh

Submitted By:
Eshika Mantri (29/010)
ABOUT THE COMPANY
Edelweiss Group is an investment and financial services company based in Mumbai, India.[4]  It
is co-founded by Rashesh Shah and Venkat Ramaswamy. Rashesh and Venkat, two young
businessmen who had graduated from IIM-Ahmedabad. The Edelweiss Group is one of India's
leading diversified financial services company providing a broad range of financial products and
services to a substantial and diversified client base that includes corporations, institutions and
individuals. Edelweiss's products and services span multiple asset classes and consumer
segments across domestic and global geographies.

ABOUT THE PRODUCT

Company deals in financial products like Mutual funds, Structure product, Insurance, NCDs,
Bonds, AIF, PMS, ULIP plans, Loans and they suggest the product according to the clients need
basis on certain thing or criteria other than that company also deals in managing portfolio’s of
clients.

SALES PITCH
I have worked with Busrha Mirza who is a relationship manager at Edelweiss and she is having
an experience of 5 years in her field. I have worked with her during 9am - 6pm during my sales
shadow. She starts her day by 9 am by mailing the existing clients about the latest products ,
services and related updates of stock market or company, after that she takes the follow up from
those person who might give business in future who are showing interest in the product and cold
calling to make new client. If the customer is interested in the product, then she arrange the
meeting with the clients physically or virtually according to client preference. She is always
punctual with the time if meeting time is 12 pm then she always reached to the meeting place
before time. She starts the meeting by introducing herself and the company. After the
introduction she usually talks about the current market scenario. While discussing this she ask
that whether the client is investing in any financial product or not. If the client said yes then she
ask about what the product is client is investing already and of which company is it. Compares
the product, she tells the client about the product which she is offering and how is that product
better than the product the client is currently having. Also while have conversation with client
she ask about the client age, how much risk he can take, for how much year he can invest money
and what return he wants over the period of time Basis of this criteria then she talks accordingly
with client.

Before meeting the client she review the client profile through LinkedIn or other website as
usually client are UHNIs HNIs having income +40lakhs and age +30 years well settle

She don’t focus on selling the product in first meet she tries to build healthy relationship gain
trust of client