INTERIM REPORT

ON

(ANANDRATHI SECURITIES LTD.)

By
(Subodh Nalwaya)

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 INTERIM REPORT

By
(Subodh Nalwaya)
(2007-09)

A report submitted in partial fulfillment of the requirements of

MBA Program (Class of 2007-09)
ICFAI National College

Copies marked list:

≈ Company Guide:
Mr. Amit Ranjan Narayan

≈Faculty Guide:
Ms. Poorva Upadhyay

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 ACKNOWLEDGEMENT

I avail this opportunity to express my deep sense of gratitude to those who

were really involved and helped me to complete this task.

With utmost sincerity I would like to express my whole hearted

indebtedness to my Company Guide Mr. Amit Ranjan Narayan, Client
Acquisition Head (M.P. region) and Faculty Guide Ms. Poorva Upadhyay, faculty
INC Bhopal.

I wish to state that. I have been fortunate enough, to get the opportunity to
work under there supervision. I express my deep sense of gratitude and
indebtedness to them for their constant guidance and valuable suggestions to make
this Report a success.

My Thanks also goes to my Branch Manager Mr. Amit Pal Singh and
Online head Mr. Mukesh Chorasiya who help me by giving advice, personal
training and technical knowledge about the share market and also activity and
schemes of competitors of the company.

I would like to thank the respondents without whom this project couldn’t
have been a success.

Subodh Nalwaya

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 PREFACE

I have a great opportunity to present Interim Report to Ms. Poorva Upadhyay

(Faculty Guide) and my special thanks goes to my company for their helps
extended to me.

The interim report is a synonym of collecting precise information and data

formation. I hope it will definitely meet the requirement of such report.

Inspire of all efforts some errors may prevail. I shall be obliged to my faculty if the
same is brought to my notice. Any type of suggestion for further improvement of
project will always be helpful for me.

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 TABLE OF CONTENTS

Acknowledgements……………………………………………………….3
Preface…………………………………………………………………….4

1. Introduction……………………………………………………………5
2. Objective………………………………………………………………6
3. Target / Task…………………………………………………………..7
4. Strategy………………………………………………………………..8
5. Achievements…………………………………………………………10
6. Limitation……………………………………………………………..11
7. Conclusion…………………………………………………………….12

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 INTRODUCTION

Like Food, Shelter and Clothing are basic the basic needs of a human life
same as Summer Internship Program (SIP) is a basic need of MBA student.

Basically SIP is totally learning program but it depend on student how, what
& how much he/she learn and adopt with the help of seniors and boss.

It is just like a pre nursery education in corporate for MBA student. This is a
race from classroom to company. Through SIP student gets a chance to face the
real world competition in corporate. Being a student it’s continuously battle to
meet long nourished ambition successfully.

SIP is an understanding of realty of corporate culture where student will

expend our life in coming future. It is a chance to apply the theoretical knowledge
in practical terms. This is the path where we apply etiquette & behavior and learn
through mistakes.

This is the program by which a student can enhance his/her skills,

knowledge and ability to interact with any professionals.

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 OBJECTIVE

 To generate leads and open 10 Demat Accounts in a month

 To generate a business through Mutual Fund value Rs. 2,00,000

for AnandRathi Securities.

 To get knowledge about competitor’s policies and schemes.

 To generate maximum leads from corporate and to know about

their work culture and their opinion for the company.

 To analyze problems face by company and their handling

procedure.

 To understand queries of customer and make them aware about

products.

PERSONAL OBJECTIVE

 To get knowledge about securities market and products available in

market.

 To increase my convincing power and interact maximum people

 To understand customer wants.

 To improve my selling skill and enhance my learning and

knowledge.

 To update myself regarding securities market.

 Successful achievement of target

 To get pre placement offer from company.

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 To implement my theoretical knowledge and use in Practical
work

 To open 2 demat per week.

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 TARGET/TASKS

 To open 2 demate a/c in a week.

 To sale Mutual Fund of Rs. 2,00,00.
 Offer IPO to the existing customer.
 Take feedback of existing customer & solve their problems.

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 STRATEGY

 First I generate references through KNOP at place where heavy crowd is

available.
 Generate references through relatives, colleague and friends.
 Identify the prospective segment of customer.
 Office to office marketing to meet professionals.
 Take appointment by tale calling and go for call.
 Explain the whole plan to clients and understand the need of client.
 Give follow up to all clients and clear the queries regarding plans
 Closing the deal.

First I scared by meet to professionals then my boss tell me that we are selling
A financial product so you shouldn’t scared. Now I can meet with professional
like Doctors, CA’s, Advocates, Mangers of Banks and etc. directly without
hesitation but it is required that sales persons meet with confidence.

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 ACHIEVMENTS

 I have opened 2 demat account successfully with margin money of Rs.

10000 that is less than target given by company guide, but I have more than 60
leads to target and definitely till end of SIP I will achieve my target assigned.

 I have developed my presentation and communication skill.

 I have achieved the trust of the customers.
 I understand the customer’s behavior and their needs.
 I learned market terminology with the help of my boss Mr. Amit pal singh

WEEKLY ACHIEVEMENT

No. Of Week Target Assign Target Achieved

1st week 2 demat Nil

2nd week 2 demat Nil

3rd week 2 demat Nil

4th week 2 demat 2 demate

5th week 2 demat Nil

6th week 2 demat Nil

7th week 2 demat Nil

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 LIMITATION

 Difficulty in collection of data or generation of leads because of new place.

 Not Getting accurate responses from the respondents because all professionals
were busy because of year end.(March)
 Too much fall in SENSEX & NIFTY since 2-3 months so general people are
afraid about market rumors so it is difficult to interact with the new customers.
 As there are no outbound activities, therefore it becomes difficult to interact
with the customers, which was extremely necessary for the conduct of this
project especially to get information about the awareness customers and to
calculate the market potential.
 Lack of product training in Mutual Funds & Future/Option in equity
market.
 Heavy pressure of 10 demats in initial month.

 Heavy expenses in costly city Bhopal and no earning.

 High temperature reduces capacity of work.

 Demotivated because of not getting incentive.

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 CONCLUSION

Thus, I can say that AnandRathi stands as good position in list of broking
firms in India and providing various facilities & schemes to the customer to
capture a large market and it is broking house which have a large market share and
is expected to grow more in coming scenario

I can say that I get success and achieved more than targets given and
Increase business of AnandRathi through sale of available products.

Achievements till now are satisfactory, but I will definitely try to perform
better in coming days, and working with AnandRahthi is nice opportunity by
which I can explore my knowledge day by day and I should also try to get better
job offers in future.

Through SIP I learn that to meet and talk to stranger people, really it is a
program of grooming the personality. It gives knowledge how manager manage
the situations and solve dispute, what type of facility customer wants by which he
will retain with company. It shows that how to presents ourselves in front of
others.

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