SUBMITTED TO: SUBMITTED BY:

UNIVERSITY SCHOOL DEEPAK

OF MANAGEMENT MBA(F) , 124
 CONTENTS
 INTRODUCTION
 SWOT ANALYSIS
 VISION AND MISSION
 ACTUAL WORK DONE
 RESEARCH METHODOLOGY
 DATA ANALYSIS AND INTERPRETATION
 CONCLUSION
 RECCCOMENDATION
 LEARNINGS
INTRODUCTION
 Edelweiss Group is one of India’s leading diversified financial services organization.
The Group operates across credit including Retail Finance, Financial Markets, and
Asset Management, Life Insurance; covering all significant areas of financial
services in India.
 I have done SWOT analysis of Edelweiss Broking Ltd. during my internship
period so that things will get easy for analysis and findings.

 In that same period I had learned lots of thing related to marketing and branding. We
used to do daily discussion on it to improve all strategies and that is something
called as milestone of this memorable time.
STRENGTH WEAKNESS
Brand No. of clients
Having a Big Exposure
Opportunities Threats
Huge market Competition
40 lines of business in 15 years and still Market is going long(Bullish) that is
why they are facing problem
Market was volatile due to month of May-
june 2015
only 5% people are investing in market
So they have big quantity to approach
VISION AND MISSION
 VISION:

To be a high quality organization

Recognized as the most reliable and trusted advisor
To be one of the most exciting places to work in the country.

 MISSION:

To be a most excited place to work

ACTUAL WORK DONE
 This project is basically associated with client interaction and offering them a
better service to participate into the market. Initially it was team of 10 interns
at the chandigarh office including me. Afterwards, this population has got
divided into three teams under 3 Relationship managers.

 This project has assigned under three sales managers who had huge experience
about how to convince client, How to snatch them from another competitors
and How to tackle any type of consumer
 Initially our work was associated with corporate tie-up activity. Where we had
visited around 30-40 Big corporates Head offices to obtain contact essentials
from HR manager and motive behind this effort was to create awareness in
corporate regarding new strategies and upcoming products by Edelweiss
broking Ltd.
RESEARCH METHODOLOGY
 NEED OF THE STUDY:
It will interpret problem facing by clients due to finding out best product to invest.
It will also conveyed dilemma facing by the consumer while investing into the
market.

 DATA COLLECTION:
Data collection has done using primary sources.

 TOOLS FOR ANALYSIS:

I had used standard deviation method for optimizing number of responses so that I
will come to the conclusion.
DATA ANALYSIS AND
ITERPRETATION
1. Do you invest in mutual funds?
Gender Response( yes)
Male 79%

female 21%

response
0%
0%

male
21%

female
79%
2. In which fund do you invest?

Types of fund Percentage

Large cap fund 15
Mid cap fund 35
Multi cap fund 40
Small cap fund 10

SALES
large cap mid cap multi cap small cap

10%
15%

40%
35%
3. For how many year you opted a mutual fund
policy?

year Percentage

1yr. 10%

3yr. 30%

5yr. 60%

PERCENTAGE
1yr. 3yr 5yr

3%

24%

73%
4. Do you know about edelweiss?

Response Percentage

Yes 60%

No 40%

percentage
0% 0%

no
40%

yes
60%
5. How many consumers reply in a positive manner
towards edelwesiss?
Response Percentage

Yes 30%

No 70%

percentage
0% 0%

yes
30%

no
70%
Conclusion
In the two months of training I have realized that Edelweiss has big
brand exposure and currently they belong to the Market in the form
of big player. There will be huge possibility to grab all market for
them if they will get banking license as soon as possible . Though
they are focusing on HNI clients and catering to highly established
firms and organization then also the person who has started newly or
having low exposure for investment into equity market will give
them huge business in upcoming years because client is also doing
tremendous growth while performing into the market . They should
take care of such clients who will provide them future business and
also need to concentrate on developing branch into Indian market.
Since we are belongs to second largest power in the World. We will
be having great opportunity to invest into the equity market and
commodity trading.
Reccomendation
 They should increase employee strength.

 They need to focus on serving clients who are already

experiencing services from Edelweiss Broking Ltd. since it is
business related to Relationship within clients and server.

 They should maintain proper follow up for low exposure

clients because such client will provide them future business in
coming years.
Learnings
 I had learned how to tackle clients on field as well as on telephony
conversation.

 I had learned how to do product marketing when organization was

facing lots of challenges.

 Snatching clients from another firm by giving new offer and

recommendations

 I had handled telephony to recommend clients as well as I had gone for

meetings Where I had seen positive response from clients.
THANK YOU