PRESENTATION ON THE

TOPIC
“RELATIONSHIP
MARKETING IN CAPITAL
MARKET”
RELIGARE SECURITIES LTD.
 CONTENTS
 INTRODUCTION
 OBJECTIVES
 METHODOLOGY
 PRODUCT DETAIL
 RELATIONSHIP MARKETING
 SWOT ANALYSIS
 DATA ANALYSIS AND
INTERPRETATION
 CONCLUSION
 INTRODUCTION
RELIGARE ENTERPRISE LTD.

RELIGARE operations are managed by 1500 highly skilled

professional and are spread across its branches wide in
country.
RELIGARE Religare Enterprises Limited (REL) is a global
financial services group with a presence across Asia, Africa,
Middle East, Europe and the Americas. In India, REL’s
largest market, the group offers a wide array of products and
services ranging from insurance, asset management,
broking and lending solutions to investment banking and
wealth management. The group has also pioneered the
concept of investments in alternative asset classes such as
arts and films .With 10,000 plus employees across multiple
geographies, REL serves over a million clients, including
corporate and institutions, high net worth families and
individuals, and retail investors
 MISSION

Providing integrated financial care

driven by the relationship of trust and
confidence
 VISSION

"To be a leading global financial

services player from the emerging
markets, driven by innovation focused
on delivering exceptional value to
stakeholders"
 COMPANY PROFILE
Religare Securities Ltd. ("RSL"), a wholly owned
subsidiary of Religare Enterprises Limited (REL), a
global financial services group is a market leading
securities firm in India. The company offers equity
broking services to more than half a million clients
using both, offline and online platforms. RSL
employs more than 4300 employees (as on
December 31, 2009) and has a wide distribution
reach that spans across more than 1800 locations
in India. The company is a member of the National
Stock Exchange (NSE) and Bombay Stock
Exchange (BSE).
 OBJECTIVES
Primary Objective:
•To Study how to build a relationship marketing in
Capital Market.
Secondary Objective:
•To study various financial products like Equity,
Mutual Funds, Commodity& Portfolio Management
Service
•To Study the various services provided by Broker
house to there clients.
•To know investors experience in capital market.
To study what other services investors expect from
their broker house.
RESEARCH METHODOLOGY

Types of Research:
•Descriptive Research
Descriptive Research:
Descriptive study is a fact- finding investigation with
adequate interpretation. It is the simplest type of research. It
is more specific than an explanatory study, as it has focus on
particular aspect of the problem studied. It is designed to get
her descriptive information and provide information for
formulating more sophisticated studies. Data are collected by
using one or more appropriate method, observation,
interviewing and mail questionnaire.
Type of Data Used
There are basic ally two types of Data
•Primary Data
•Secondary Data
 Primary Data:
Primary Data is first hand information that
the researcher collects. It helps in
collecting useful and most accurate
information that is needed for the
researcher to do his research.
Sources of Primary Data:-
•Questionnaire( close ended, two choice
questions, multiple choice questions)
•Interview Schedule
 Secondary Data:-
Secondary data is what the researcher
collects from different sources. It also
help researcher to get elaborate
information to do his research.
Sources of Secondary Data:-
•Internet
Journal
 Target Group/ Population:-
As this research is based on Relationship
Marketing my Target group is my Clients
who are using the Services of Religare
Securities in Dealing with Capital Market.
Sample Size :-
50 (Fifty)
 PRODUCT DETAIL

Stock Trading
Depositary Services
Mutual fund
Currency
 futures

Equity and Derivatives
RELATIONSHIP MARKETING
Relationship Marketing has an aim of building
mutually satisfying long term relationship with its
clients in order to earn and retain their business.
The ultimate outcome of relationship marketing is
the building of unique company assets called the
marketing network.
Marketing network consists of the company and its
supporting stakeholders (Clients, Employees, ad
agencies and others) with whom it has built
mutually profitable business relationship.
 MARKETING CHANNEL:
Communication Channel: It deliver & receive
message from target buyers and include
newspaper, television, telephone etc.
Distribution Channel: To display sell or deliver
the physical product or service (s) to the
buyer or user. This includes distributor and agents.
Service Channel: To carry out transaction with
potential buyers. Marketer clearly faces a design
problem in choosing the best mix of
communication, distribution and service channel
for their offering.
Supply Chain: The marketing channel connect the marketer to the target
buyers, the supply chain describe a longer channel stretching. The supply
chain represents a value delivery system.
Competitor: It includes all the actual and potential rival offering
and substitutes that a buyer might consider. We can broaden the
picture further by distinguishing four levels of competition based on
the degree of product sustainability:
1.Brand Competition: A company sees its competition as other
companies offering similar products and service to the same
customer at similar price.
2.Industry Competition: A company sees its competition as all
company making the same products or class of products
3.From Competition: A company sees its competitors as all
companies manufacturing products that supply the same service.
4.Generic Competition: A company sees its competitors as all
companies that compete for the same consumer.
SWOT ANALYSIS

STRENGTHS
Service
Relationship manager
Distribution Network
Products
 WEAKNESS
Customer Satisfaction
 Branding
OPPORTUNITIES
 Ever-increasing market
Improving Technology
 Unfulfilled needs of the customers
 THREATS
New Competitors
 Technology based business
Switch over costs.
DATA ANALYSIS AND
INTERPRETATION
In which professions are you engaged in?
 Business 50%
 Service 20%
 Professional 20%
 Entrepreneur 10%
Inferences:
From the above survey most of the
respondents are found to be business man
by profession.
 Do you trade in Stock Market ?
 Yes 78%
 no 10%
 Earlier, but not stopped 12%
Inferences:
From the above survey most of the
respondents trade in stock market.
 How much is your income or your
Credibility?
 Between 1-2 lac 20%
 Between 2-3 lac 40%
 Between 3-4 lac 30%
 Above 4 lac 10%
Inferences:
From the above survey most of the
respondents falls under 2- 3 lac bracket.
o How much you trade in stock Market?
 10,000 - 50,000 46%
 50,000 - 1,00,000 30%
 1,00,000 - 1,50,000 16%
 Above 1,50,000 8%
 How much Return you Get after Investing?
 Below 5% 20%
 5- 10% 54%
 10- 15% 18%
 15- 20% 08%
Inferences:
From the above survey most of the
respondents get 5- 10 % returns on their
investments
 Which mode of trading do you prefer?
 Online 38%
 Offline 62%
 CONCLUSION

Conclusion
In spite of the bleak and grim outlook the future of capital
market it is growing at a very high pace. Taking this things
into consideration there are lots of opportunity for the Broker
House which already exist and which are due to enter in the
Indian market. These are little awareness about Equity and
Mutual funds in India people have accepted it as one of the
major investment avenue. The only thing which is needed to
focus on is that they should have a strong marketing
strategy so that prompt service and availability of forms is
made available to the investors at a short notice and if it
keeps the traditional base for marketing in India which is a
price sensitive. We can say that Religare has a great future
ahead.
Religare has emerged a very strong player
in the field of distribution of financial
product within a short period of one year
in Northern India and is giving stiff
competition to the entire player in the other
parts. If the progress of Religare goes in
the same way then I can say that Religare
will going to emerge as a major player in
the Capital market. They have much more
potential to expand there business and
market in India.
Mutual Fund