abhinav sip presentation another
TRANSCRIPT
7/27/2019 Abhinav SIP Presentation Another
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Introduction
Reliance Securities is the broking arm of Reliance Capital founded by AD
The company has over 7 lac retail broking accounts through its pan Indiover 6,200 outlets
Reliance been ranked as the top 5th broking house by Business Today in than the company is maintaining the position.
Reliance Securities provides services like trading in equity and derivative
management services, life insurance and general insurance, mutual funmanagement services.
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Why????
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Objectives of the Study
To understand the characteristics that customer’s value while selecting a To enable Reliance Securities to understand the attributes where they are
missing as per customer’s opinion.
To compare the top five broking houses with the help of attributes foundstudy so that people understand better where the different broking hous
To act as a guide or a facilitator to the prospective customer by increasinghorizon so that they make informed choices.
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Limitations
Only 300 people assessed out of lakhs of customers which may make it dgeneralize it over the huge population.
From the words of Shakespeare “To err is human”, there is always the pothe answers provided by the people are biased or wrongly filled by them
Most of the people assessed were not cooperative to provide informatio
Broking houses were not friendly and assessing their customers in the brposed many problems which made it difficult to get information from re
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Research Methodology
Offices of top 5 broking firms in Jaipur namely ICICI Direct, Karvy, Angel
Securities and Reliance Securities were taken as universe.
Pilot study :- 50 customers 10 from each broking house interviewed to gunderstanding of the attributes required to assess before selecting a bro
Research Design :- Exploratory Research.
Sampling Technique :- Convenience Sampling.
Data Source :- Primary and collected through interview schedule.
Sample Size :- 300.
Tools and techniques :- Bar graphs, pie charts and percentages.
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Finding as per Pilot Study
Brokerage
Technological Soundness
Customer Orientation
Experience of the firm
Goodwill
Infrastructural facilities
Complaint handling
Easement at availing s
Broad product range
After sale services
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Services provided by Broking Ho
Online and offline trading inequity and derivatives
Mutual Funds
Online and offline Currency andCommodities trading
Life Insurance and GeneralInsurance
Wealth Management S
Portfolio Management
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Analysis and
Interpretation
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Services consumed by customer
300
167
234
187
63
80
50
100
150
200
250
300
350
Online and
offline tradingin equity and
derivatives
Mutual funds
and bonds
Online and
offlinecurrency and
commodity
trading
Life Insurance
and GeneralInsurance
Porfolio
ManagementServices
Wealth
ManagementServices [CATEGORY
NAME],
[VALUE]
[CATEGORY
NAME],
[VALUE]
[CATEGORY
NAME],
[VALUE]
[CATEGORY
NAME],
[VALUE],
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52
58
43
45
39
ICICI Direct Karvy Angel Broking HDFC Securities Reliance Securities
87%97%
72%
0%
20%
40%
60%
80%
100%
120%
ICICI Direct Karvy Angel Bro
Technological Soundness
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Customer Orientation
5343
48
54
59
ICICI Direct
Karvy
Angel Broking
HDFC Securities
Reliance Securities
88.00%
72.00%
80.00%
ICICI DIRECT KARVY ANGEL
BROKING
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Experience of the Broking Firm
ICICI Direct ,
32
Karvy, 43
Angel
Broking, 41
HDFC
Securities,
35
Reliance
Securities,
48
ICICI Direct , 53
Karvy, 72Angel Broking, 68
HDFC Securi
58
0
10
20
30
40
50
60
70
80
90
ICICI Direct Karvy Angel Broking HDFC Secur
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Infrastructural Facilities
ICICI Direct , 43
Karvy, 55
Angel Broking,
58
HDFC
Securities, 50
Reliance
Securities, 31
72%
92%97%
83%
0%
20%
40%
60%
80%
100%
120%
ICICI Direct Karvy Angel Broking HDFC Secur
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Complaint Handling
ICICI Direct , 52
Karvy, 45
Angel Broking,
48
HDFC Securities,
55
RelianceSecurities, 58
87%
75%80%
0%
20%
40%
60%
80%
100%
120%
ICICI Direct Karvy Angel Broking HD
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Easement at availing services
54
42
46
52
38
ICICI Direct Karvy Angel Broking HDFC Securities Reliance Securities
90%
70%77%
0
10
20
30
40
50
60
70
80
90
100
ICICI Direct Karvy Angel Broking HD
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After Sales Service
[CATEGORY
NAME],
[VALUE]
[CATEGORY
NAME],
[VALUE]
[CATEGORY
NAME],
[VALUE]
[CATEGORY
NAME],
[VALUE]
[CATEGORY
NAME],
[VALUE]
[CATEGORY
NAME], [VALUE]
[CATEGORY
NAME], [VALUE] [CATEGORY
NAME], [VALUE]
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
ICICI Direct Karvy Angel Broking
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Summary of Analysis
and Interpretation
ICICI Direct , 550
Karvy, 565
Angel Broking, 554
HDFC Securities, 577
Relian
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Findings
Reliance Securities scores least in technological soundness, infrastructuraeasement at availing services.
Reliance Securities don’t have a single WMS client however they have 3 Management clients.
Majority of people know broking houses for trading services many of theaware of the fact that they provide other services too.
Customers trust in the company has weaken over the years that is one opeople don’t take other services except trading facility
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Suggestions
Reliance should update the software so that the stop loss function problempeople find it easy to use.
Apart from the trading service they need to pitch in for other services thethe current fleet of customers which they are not doing.
Infrastructural facilities should be improved, once the 5 customers comes
don’t have a place to make them sit.
Proper advertisements are required to be done for the other services as m
don’t know what other services broking houses provides.
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Queries???
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Thank You!!!! Have a great day