GSB Internship Policy: Guidelines and Procedures, 2024

Annexure – E : Weekly Activity Report

Date 31-5-2024

Week Number : 01 Dates: 27-5-24 to 31-5-24.

Date of Reporting Company Mentor: 20-5-24.

Name of the student: Byregowda S

Registration Number: 2023008111

Name of the Company: ATS Share brokers Private Limited

Company Mentor: Shanaya Singh Rathore

Faculty Guide: Dr. Peerzadah Mohammad Oveis

 It's an acquisition position where we

identify potential clients using
information provided by the
company.We make calls to the leads on
daily minimum of 200 calls .
 contact these potential clients with a
daily minimum of 200 calls.
 Our goal is to convert enthusiastic
prospects or current investors into clients
for our company
 We follow up with enthusiastic clients
Activities Performed during the week: via WhatsApp, explaining the company's
offerings.
 We emphasize our company's unique
selling points (USPs) in financial
services compared to competitors.
 For clients already using other platforms,
we highlight the advantages of switching
to us.
 We offer perks like zero annual
charges and very low commission fees
 We followed up with Reena.
 We transferred undecided clients to
advisors for further guidance.
 GSB Internship Policy: Guidelines and Procedures, 2024
.
Monday:
 Total Calls Made: 200
 Successful Connections: 67
 New Leads Generated: 10
 Follow-Ups: 18
 Sales Closed: 0

 Tuesday:
 Total Calls Made: 200
 Successful Connections: 112
 New Leads Generated: 23
 Follow-Ups: 14
 Sales Closed: 0
 Wednesday:
Key Performance Indicators:  Total Calls Made: 200
 Successful Connections: 96
 New Leads Generated: 19
 Follow-Ups: 11
 Sales Closed: 0
 Thursday:
 Total Calls Made: 200
 Successful Connections: 74
 New Leads Generated: 12
 Follow-Ups: 13
 Sales Closed: 0
 Friday:
 Total Calls Made: 200
 Successful Connections: 83
 New Leads Generated: 44
 Follow-Ups: 8
 Sales Closed: 0
 Travelling for 60 km
Challenges:  Sim card shortage

Achievements (If any): No achievements

 The basic relationship between risk and
return
 Keeping an eye on major market trends
and economic factors can help you
Learning points:
identify potential business opportunities
and threats
 How companies are valued and how
stock prices are determined
 The importance of diversification in
mitigating risk is a valuable concept to
grasp

Signature of the Student

Byregowda S