SHAREKHAN

LTD .

Presented By – Dhanishth Dhawan (21BSP0796)

 INTRODUCTION OF
company
1. Share khan is one of the leading full service brokerage company which is running
successfully since 1922 in the country.

2. The firm’s online trading and investment site - www.sharekhan.com - was launched on Feb
8, 2000. The site gives access to superior content and transaction facility to retail
customers across the country Known for its jargon-free, investor friendly language and
high quality research.

3. On April 17, 2002 Share khan launched Trade Tiger software this was the first time that a
net-based trading station of this caliber was offered to the traders.
Task/Assignments
Task - 1

Summary
So our #Second Task is to
call 100 People and generate
leads to the company , so I
was able to complete the 100
calls and generated 5 leads.
Task - 2

Summary
So our #Second Task is to
introduce 4 prospectus to the
company.
Research work
1. Investment In Stocks – Return and Risk
ICICI Bank for the last 3 months

Objective:

1) To understand the daily return series that

what will be the Average loss/Gain that
incurred.

2) To measure the (Minimum, Maximum,

Standard Deviation, Volatility)
Conclusion:
1) So standard deviation is 0.01 for month of January and
0.2 for the month of February and March.
2) It indicates that if standard Deviation is high, then there
is high volatility in the stock price, so here I can interpret
that for the month of January standard deviation is 0.01 or
1% whereas return is 0.033 or 3.3% and the maximum
loss incurred on the stock at the month of January is –
1.762% with an average of 0.3%, whereas for the month
of February and March making a loss.
3) Standard Deviation is high in the month of February
and March that means during these months Return series
witness high volatility, whereas for the month of January
return series witness Low volatility.
2. Compare the Mean Returns of Multiple Stocks

Objective: -

To determine whether there are any statically

difference between mean of 3 or more independent
variable.

Null Hypothesis that we make here is the “Mean Return

of 4 Stocks are Same”, and the Alternate Hypothesis
that we make here is “At least 1 of the 4 Stocks have a
Different Average Return or a Mean Return
 CONCLUSION

A c
Findings limitations
1. Concerned about 1. Small Set of Primary
Brokerage charges. and Secondary Data

2. Want to invest but 2. Restrict to get In-

didn’t have knowledge. Depth Knowledge
ICICI Bank .
Business objective

01 Vision
To be the leading Provider of
financial services in India and
major global bank

1. 02 mission
Delivering high-quality, world-class
service. Expand the business
globally and to maintain the
standards of Brand
 01. Report title
“Analysis of offus client base and create
strategies to onboard them”

My contribution/ Task/Assignment - Design strategies

for the ICICI
Strategy 1

The only Strategy to onboard fintech clients is

Advisory Services
1. So ICICI can give Advisory services to the offus
clients.
2. It depends on case to case and it also depends upon
the RM Knowledge.
3. So they should upgrade the RM knowledge by
arranging weekly . So that chances for conversion
would be increased.
Service:-
4. Fintech companies never give good service so
if you have offus data of fintech clients try to
give them as good Banking Service.
5. Once you have created good relationship with
them then you can able to do crosselling and it
can be on the strategy to onboard offus client
base.
Strategy 2

ARN Transfer
2. Advisory – In advisory we can ask for 360-
Some offus we have with competitors Banks and So
degree Approach in which we can ask to
you can go with ARN transfer and when will client to
review their complete portfolio and will do a
do this when client is HAPPY in 2 Terms.
free Review by product specialist, and you will
do review when you have knowledge. It will
1. Banking Services - We don’t have to do a crosselling
take some time along when you are providing
because customer has already the product he is just
them Banking Services.
taking under your umbrella.
Strategy 3

The main source is MF, what I think is that, when they

open a new account whether it is CASA or Demat
account, as an attachment they can provide or start their
monthly SIPs with 500, 2000 for 6 months depending
upon Portfolio of the client. Why, because when his/her
money is invested in market he could be the loyal
customers of ICICI bank. They can also use the strategy
3 in 1, so what is that. Let’s assume I want to open my
current account, so ICICI can open his /her Demat A/c
as well.

2
 CONCLUSION

A B
Findings limitations
1. To build good 1. 2 months in ICICI
connection they should Bank is not sufficient to
train their RM’s. gather information
2. Measured Gl Size of 2. Shifting of Branches is
Branches that I had another limitation
visited.
.
Key achievements

During my SIP with ICICI Bank, I got

an opportunity to go on HNI client
meet with product Specialist and
RM’S. This opportunity helps me to
get clear picture how to carry yourself
and most importantly how much
knowledge you should have when you
meet with HNI client.
Key achievements

On 16th May I received Stipend from the

ICICI Bank.
Thank you !