SIP 2018-2020

PHASE – III PROJECT EVALUATION

CUSTOMER RELATIONSHIP MANAGEMENT

PRACTICES AT MOTILAL OSWAL

PRESENTED BY
PANKAJ KUMAR NETAM
REG NO. 14005

UNDER THE GUIDANCE OF

DR. BHARAT BHUSAN SINGH (MARKETING)

 ABSTRACT

• This study is mainly aimed to study the customer relationship

management practices.
• The objectives of customer relationship management is to focus
on companies strategies for managing an organization’s
relationship and interaction with customer and potential
customer profitably
• The need of customer relationship management in companies is
to recognise the life time value of its customer and to capitalize
on improved customer relations.
 INTRODUCTION
• Customer relationship management plays a vital role in the
companies , now a days multinational companies are using
(CRM) software's to get each and every single customer’s
details.

• Key Customer relationship management(CRM) software’s are ,

sales force and hubs pot (CRM)

• Customer relationship management tracks each and every

customers to determine and classify profitable and non profitable
customers.
• OBJECTIVE OF THE STUDY
1. To study the customer perception towards financial services
offered by Motilal Oswal
2. To study the importance of customer relationship management
3. To study various customer relationship management sotfware’s
which are being used by Motilal Oswal ?

• SCOPE OF THE STUDY

1. The mutual relationship between the customers and the
companies .
2. keep tracking the customers who are profitable or not.
 RESEARCH METHODOLOGY
• In research methodology data is collected from various
customers through personal interaction.
• Data is collected with mere interaction and formal interaction
with different respondents.
• Some other relevant information collected through secondary
data like articles, journals, research paper etc.
• The research methodology is a quantitative type of research.
• Questionnaire is used for the study of a sample size 100 to
study the consumer behaviour in different localities of
secunderabad .

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DATA ANALYSIS

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Cont.....

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SAMPLE SIZE:
The size of the sample is 100.
LIMITATIONS:
 The scope of the study is limited to the people of different
regions in the locality of Hyderabad.
 The study is confined in studying about costumer perception
towards financial services.
FINDINGS:
1. It is found that customer preference towards mutual funds is
high in employees and business people to gain more profits.
2. 45% of the people are interested to invest in mutual funds
rather than shares and bonds.
3. 62% of the people take advice from financial advisor to
invest in any financial services.
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SUGGESTIONS:
• The investor risk taking capacity should be understood while
recommending various mutual funds and proper awareness has
to be created regarding financial services.

• Motilal oswal financial private limited company should do more

campaigns and promotional activities so that they can attract
more customers in near future.

• Awareness should be created among customers

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