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    A Summer Training Project Report ON: "Sales and Distribution of Financial Products" AT Reliance Securities

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    buddysmbd
    This document is a summer training project report submitted to fulfill the requirements for a Master of Business Administration degree. It summarizes a training project conducted at Reliance Securities focusing on their sales and distribution of financial products. The report acknowledges those who supported and guided the project. It includes an executive summary that overviews Reliance Securities' products, sales and distribution channels, and the trainees' efforts to increase sales through various methods. The project aimed to understand customers' needs and how to fulfill them through Reliance Securities' range of financial products.

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    A Summer Training Project Report ON: "Sales and Distribution of Financial Products" AT Reliance Securities

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    buddysmbd
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    This document is a summer training project report submitted to fulfill the requirements for a Master of Business Administration degree. It summarizes a training project conducted at Reliance Securities focusing on their sales and distribution of financial products. The report acknowledges those who supported and guided the project. It includes an executive summary that overviews Reliance Securities' products, sales and distribution channels, and the trainees' efforts to increase sales through various methods. The project aimed to understand customers' needs and how to fulfill them through Reliance Securities' range of financial products.

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    This document is a summer training project report submitted to fulfill the requirements for a Master of Business Administration degree. It summarizes a training project conducted at Reliance Securities focusing on their sales and distribution of financial products. The report acknowledges those who supported and guided the project. It includes an executive summary that overviews Reliance Securities' products, sales and distribution channels, and the trainees' efforts to increase sales through various methods. The project aimed to understand customers' needs and how to fulfill them through Reliance Securities' range of financial products.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    42 views7 pages

    A Summer Training Project Report ON: "Sales and Distribution of Financial Products" AT Reliance Securities

    Uploaded by

    buddysmbd
    This document is a summer training project report submitted to fulfill the requirements for a Master of Business Administration degree. It summarizes a training project conducted at Reliance Securities focusing on their sales and distribution of financial products. The report acknowledges those who supported and guided the project. It includes an executive summary that overviews Reliance Securities' products, sales and distribution channels, and the trainees' efforts to increase sales through various methods. The project aimed to understand customers' needs and how to fulfill them through Reliance Securities' range of financial products.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    of 7

    A SUMMER TRAINING PROJECT REPORT ON SALES AND DISTRIBUTION OF FINANCIAL PRODUCTS AT RELIANCE SECURITIES

    Submitted in partial fulfillment of the requirement For the award of degree Of


    MASTER OF BUSINESS ADMINISTRATION SESSION (2012-2013)
    SUBMITTED TO: Dr. Kamal Kishor Pandey Assistant Professor SUBMITTED BY:Kamal Singh MBA 3rd Semester Roll No. 11021079

    IFTM UNIVERSITY, MORADABAD


    ACKNOWLEDGEMENT
    It is my pleasure to be indebted to various people, who directly or indirectly contributed in the development of this work and who influenced my thinking, behavior, and acts during the course of study. I express my sincere gratitude to Prof. Manjula Jain (Director, School of Business Management) for providing me an opportunity to undergo summer training at Reliance Securities I am thankful to Mr. Rachit Agarwal (Central Sales Manager) for his support, cooperation, and motivation provided to me during the training for constant inspiration, presence and blessings. I also extend my sincere appreciation to Dr. Kamal Kishor Pandey (Project Guide) who provided his valuable suggestions and precious time in accomplishing my project report. Lastly, I would like to thank the almighty and my parents for their moral support and my friends with whom I shared my day-to-day experience and received lots of suggestions that improved my quality of work.

    (Kamal Singh)

    ii

    CERTIFICATE OF ORIGINALITY

    I Kamal Singh Roll No. 11021079 a full time bonafide student of first year of Master of Business Administration (MBA) Programme of IFTM University, Moradabad. I hereby certify that this project work carried out by me at Reliance Securities and the report submitted in partial fulfillment of the requirements of the programme is an original work of mine under the guidance of the industry mentor Mr. Rachit Agarwal and faculty mentor Dr. Kamal Kishor Pandey, and is not based or

    reproduced from any existing work of any other person or on any earlier work undertaken at any other time or for any other purpose, and has not been submitted anywhere else at any time.

    ( Date:__________________

    ( Date:__________________

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    CERTIFICATE OF THE COMPANY

    iv

    EXECUTIVE SUMMARY
    The project work is pursued as a part of MBA summer training at IFTM University, Moradabad. It is undertaken as a traineeship at Reliance Securities Ltd. The project is done under expert supervision and guidance of Mr. Rachit Agarwal (Center Sales Manager, Reliance Securities Ltd.) The Project is about the study of Sales and Distribution of financial products at Reliance Securities Ltd. At Reliance Securities Ltd., initially the trainees were imparted process and product knowledge. They were given sufficient time to know about the products and also about sales and distribution channel. They had to work with the sales representatives of the Distributor and think of ways of improving the sales and distribution channel and implementing them. The main aim was to increase sales and for this different ways were tried and implemented. They were provided with database and had to make cold calls from the data. Company activity was also one of the major sources for generating business. Initially they even accompanied sales representatives to the clients place. Main objective was to know the need of the customer and how to fulfill that in the best way. The project dealt with various fields like: 1. Various financial products available in Reliance Securities Ltd. 2. Sales and distribution of products available at Reliance Securities Ltd. Thus it gave trainees the opportunity to learn about all the products and with the range of products Reliance Securities Ltd. offered it made the task a bit easier as we could fulfill the need of the customer in a better way. Private sector is one of the fastest growing sectors in the country. After the Liberalization the Private industry still holds vast opportunities for young and experienced professionals. On the life insurance side public sector life insurance Corporation of India is, of course, the largest player with a history of over 50 years. Reliance Securities Ltd. - Anil Dhirubhai Ambani Group offers most dynamic web based trading environment to its customers .The Reliance Securities Ltd. stock trading websites uses special security features 'Security Token', which makes you online trading experience more secure without complexity. Reliance ADG provide the vast opportunities to the new aspirants of the business administration. The financial Sector

    is full of competition even if there are a lot of opportunities to the job in Reliance Securities Ltd. and it is the platform to go on the highest peak in the life of any coming one. Reliance Securities Ltd. is a single window that provides the multi system facilities of the financial Products. Reliance Securities Ltd. provides many financial products on the single window. Reliance Securities Ltd. deals with the product and Investment options are available in... Equity (Stock) Trading Mutual Funds Derivatives Forex Trading Commodity Trading IPO's Insurance

    vi

    TABLE OF CONTENTS
    Chapter No. Chapter Name
    Acknowledgement Certificate of Originality Certificate from Company Executive Summary

    Page No.
    ii iii iv v

    Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8 Chapter 9 Chapter 10

    INTRODUCTION COMPANY PROFILE SALES AND DISTRIBUTION RESEARCH METHODOLOGY DATA ANALYSIS AND INTERPRETATIONS RESULTS AND FINDING DISCUSSIONS CONCLUSIONS LIMITATIONS OF THE STUDY SUGGESTIONS AND RECOMMENDATIONS BIBLIOGRAPHY ANNEXURE: o ANNEXURE I QUESTIONNAIRE

    1 4 27 32 37 58 60 62 65 67 ---

    ---

    vii

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