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SUMMER INTERNSHIP TERNSHIP PR PROJECT OJECT REPORT REPOR ((2015- 2016) Report on study oof customer’s behavior related relate to Investment in Equ ity Submitted By, Prabhat Gau tam ITM- IFM Batch- 2014- 2016 201 Certificate This is certify that Mr.Prabhat Kumar Gautam, has completed his Summer inter...

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SUMMER INTERNSHIP TERNSHIP PR PROJECT OJECT REPORT REPOR ((2015- 2016)

Report on study oof customer’s behavior related relate to Investment in Equ ity

Submitted By, Prabhat Gau tam ITM- IFM Batch- 2014- 2016 201

Certificate This is certify that Mr.Prabhat Kumar Gautam, has completed his Summer internship at GEPL and, has ssubmitted ubmitted a report on Study of consumer’s behavior related to inv investment in Equity. This report is the result of hi his own work and to the he best of knowledge no part of it has earlier comparised any oth er report,monograph,thesis report,monograph,the or book.This project was carried out under supervision of Mr. Alok Nangalia, Assistant Vice President- Sales and Marketing Marketing.

DatePlace- Mumbai

----------------Alok Nangalia AVP,Sales and Marketing

ACKNOWLEDGEMENT

I would like to thank my internship program Mentor of ITM- IFM

Prof. Niranjan Subramanian from the bottommost part of my heart for his careful guidance, teaching me and giving me instructions which actually helped me to accomplish the internship report successfully. I would like to thank my External mentors Mr. Alok Nangalia and program manager Mr. Sanjay Biswas for giving me the opportunity to perform my internship program under their supervision in Product management and Sales. I would also like to express my humble gratitude to all the colleagues in the organization and specially my department for showing exceptional belief in my capabilities and trust me with different important tasks and helped me with their guidance and sharing their valuable knowledge. Colleagues of my department also helped me incredibly in preparing this report.

Table of contents 1- Company profile 2- Products/services 3- Target Markets 4- Client base 5- My assigned job/role 6- Objectives of study 7- Research methodology 8- Findings 9- Conclusion 10- Suggestions 11- References

1. Company Profile

GEPL CAPITAL is a dynamic financial services firm offering broking services in Equities,Commodities,Debt,Curr ency derivatives,Insurances % Mutual funds. Over the past decade, it has been expanded its services offering, and increased its geographical reach as well as the number of clients it serves, based on its integr ity, its ability to consistently offer the right advice, and deliver the level of service to their customers expect.

It is an One Stop Investment Avenue establish ed in 1997 and based in Colaba,Mumbai. It has reached Pan India with over 350+ locations.It has strategic tie up with BOI to offer Online trading to its cu stomers strengthens its distribution with access to over 3200+of their br anches.

It has special teams to serve a wide cross section of clients including high net worth individuals, young as well as senior r etail investors and NRI clients. Its institutional desk offer s services to several financial institutions. Clients access its services in a variety of ways including its website, via email, live chat, dial and trade, speaking to their individual relationship manager, or by visiting one of its various branches spread across the country.

2.Products/Services Investments in; a) Equites b) Commodities c) F & O d) IPOs e) Mutual funds f) Bonds g) Currency derivatives

Services like;

a) Depository services b) Insurances c) Portfolio management d) Wealth management e) NRI Services f) Financial Planning g) With best Research Team who gives trading calls with reports absolutely free

3- Target markets

a) Hospitals b) Malls c) Companies d) Colleges e) Local big shops f) APMC market in Mumbai g) Restaurents h) Others markets

4- Client Base a) Doctors b) Lawers c) Jwellers d) Retailers e) Bank employees f) All other employees g) Individual investor s h) Shopkeepers i) Relations j) Friends & Colleagues

5- My assinged job/role

Among various products and services I was given the opportunity to work in the sales department of GEPL for five months. During my period as an intern, I have been assigned to work on sales. So among all the products, I was given the responsibilities to work on Equity as well as Mutual Funds. My key responsibilities were;

a) Make a client base b) Call that clients and fix meeting if possible c) Tell them about pr oducts d) Find whether he/she is Trader or Investor e) Convince them for permanent customer

My Achievements; During this five month internship my achievements wer e; a) How to pitch b) What to pitch c) 2 SIP d) 4 Trading account

e) How to behave in corporates

6- Objectives of study; The objectives of the stu dy are following; 1. The main objectives of this project report is to do a survey and find out the reasons behind small market share of GEPL Capital and measures that can adopted to increase the sales. 2. To study latest trends in investment. 3. To identify the issues. 4. To add up new customers. 5. To study GEPL Capital positioning in the mind of th e consumers vis- a vis competitors. 6. To find out the factors that affect customer’s decision why/why not join with GEPL Capital.

7- Research methedology Purpose – The basic purpose of this research is to find out the factors affecting the Decision of the customer to invest into stock market.

Problem– Because of many brokerage firms some people don’t know much about GEPL Capital and also people fears from investment.

Waysa) By doing survey. b) By organising events. c) By direct visit. d) By phone calls.

8 - Findings

In this research I found that ;

a) Most of the people are not aware about different types of financial products. b) Most of the people know about LIC Policy only. c) People who know about some products they don’t want any investment in stock market. d) Because people who invested before 2008 had lost their money in the Financial crisis 2008. They lost trust fr om stock market so they fear to make new investment. e) Also people who know about products they have already invested an d don’t want new investment.

9.Conclusion

After getting an opportunity to do the internship in this firm has been a great experience. It was a great honor for me to work in such a professional company where everything is so organized and perfect. The corporate culture that I learned from GEPL Capital, is a thing to be mention especially and adapting to it was a big challenge in such an early stage of my career. The things I learnt from real time work experience for the first time has indeed been a privilege. Being actively involved in the development of products and services has definitely increased my corporate knowledge about broking industry. After completion of my work tenure as an intern, I feel blessed to have learned so many things in such a short span of time. New learning’s and helpful attitude of colleagues is a thing to be remembered for a long time. I certainly believe this experience of working in GEPL will help me to be a successful professional in life and also work as an added advantage for the years to come. Thanks to GEPL for giving me a head start in my career.

10 -Suggestion

As per study in this five month I would like to suggest ;

a) Initially needs little bit more marketing and advertisement. b) If possible reduce brokerage slab. c) There should be some plans like “Dream Plan” where maximum broker age would be this or that. d) I think there should be no account opening ch arge because first mentality of people is “charges” not services.Mentioned services are giving by (Sharekhan,Reliance securities)

11 .Reference

a)

w w w .geplcapit al.com

b)

w w w .academia.edu

c)

w w w .google.com

d)

w w w .w ikipedia.com...