PGDBM (Finance) student Salil Rane summarizes his summer internship work at financial house PhillipCapital

1. Company Profile
 Vision
To be a part of integrated Asian Financial House with a growing global
presence using Information Technology and Distribution as our core
competencies in the provision of financial services.
 Mission Statement
To provide a comprehensive suite of quality and innovative financial services
for the individual, corporate and institutional investors. We aim to be your
partner in finance - a mutual relationship based on trust, transparency and
integrity.

2. Company Profile
 Founded in : 1994, The company started as Allied Phillip Capital
Management (APCM), a joint venture between Allied Irish Banks PLC
(AIB) and Phillip Securities.
 In India : September 12th 2012, Phillip capital takes over MF global India
division the only profit making section of MF global.
 Headquarters : Singapore, with offices in Hong Kong, China, Japan,
India Australia , USA & UAE.
 Clients :over 800,000 clients worldwide.
 Asset value :USD 22 Billion with shareholders' funds in excess of USD 1
Billion.

3. Continuous Data
Not
Interested
No Answer Callback Total
39 49 52 140

4. 8%
92%
Intrested customer reponse
pattern
Lead
Not Intrested
Lead Not
intere
sted
Total
4 48 52
Continuous Data

5. 54%
46%
Not Intersted consutomer
respone pattern
listened to product details
Hung up directly
Listene
d to
product
details
Hung
up
directly
Total
21 18 39
Continuous Data

6. Discrete Data(Operator Numbers)
0
50
100
150
200
250
300
350
400
450
500
Salil
Shra
Tanvi
Call back
11%
Wrong
number
19%
Rahul's
contact
0%
No answer
14%
Competitor
13%
exsisting
account with
others
1%
Busy
2%
Email id
4%
not intrested
34%
not exsisting
1%
intrested
1%
838 clients

7. Discrete Data (Direct Line)
Not
Interested 35 35 2 15 87
Unavailable 16 14 18 15 63
Wrong no. +
Disconnected 24 19 19 13 75
Busy + No
answer 16 11 4 6 37
Call back +
Interested 8 21 4 2 35
Total 99 100 47 51 297
36%
16%
24%
16%
8%
Not Intrested Unavailable
Wrong no. + Disconnected Busy + No answer
Cl back + Intrested

8. 26%
32%
17%
14%
11%
Not Intrested Unavailable
Wrong no. + Disconnected Busy + No answer
Cl back + Intrested
Not
Interested 26 35 15 20 96
Unavailable 31 43 16 15 105
Wrong no. +
Disconnected 17 3 6 11 37
Busy + No
answer 14 4 5 5 28
Call back +
Interested 11 15 5 0 31
Total 99 100 47 51 297
Discrete Data (Direct Line)

9. 26%
2%
27%
5%
40%
Not Intrested Unavailable
Wrong no. + Disconnected Busy + No answer
Cl back + Intrested
Not
Interested 26 40 19 11 96
Unavailable 2 9 4 4 19
Wrong no. +
Disconnecte
d 27 25 14 18 84
Busy + No
answer 5 2 4 5 16
Call back +
Interested 39 24 6 13 82
Total 99 100 47 51 297
Discrete Data (Direct Line)

10. Marketing Strategies
 Social Media
Facebook Page & Twitter account
 Promotional Seminars
Companies like Mahindra & Mahindra, Radio City ,
Worksphere Ventures
 Branding Tie-ups
CNN & NDTV Bloomberg

11. Sales Strategies
 Free Account opening
4 free accounts
 Lucky Draw Schemes
Lcd's & Led’s
 Flexible brokerage rates
0.01rs to 0.5rs

12. Recommendation & Suggestions
 Tie-ups with banking institutions
 Expansion into cities like Pune , Banglore ,
Delhi
 Improvement in its social media profile
 Better research quality

13. S A L I L . R A M E S H . R A N E
Thank You