3. The financial services includes firms that are engaged
in activities such as investing, lending, insurance,
securities trading and securities issuance.
A Financial Market Consist of two major segments:
Money market
Capital market
4. Major players in the market are:
ICICI direct
Indian bulls
Kotak securities
Anggel broking
5. JM Financial is an Integrated financial service group
which offers wide range of services to clients like
corporations, financial institutions, retail investors etc.
It was established on January 30th 1986.
JM broking and financial services today operate in four
verticals:
Lending
Capital Market
Asset and wealth management
Protection
6. They provide services like
1. Personal credit
2. Online investment
3. Insurance advisory etc
Their future plans are as follows:
1. Determining appropriate plan and strategy to achieve
the financial goals.
2. Setting objectives both in terms of return and risks.
3. Evaluating the plan in a timely manner.
7. Vision
To be the most trusted partner for every stakeholder in the financial world.
Mission
o Rapidly increase the number of our client relationships to clear market
leader.
o Provide our clients with a very broad array of product offering.
Values
We have always sought to be a value-driven organization, where our values
direct our growth and success.
Objectives
Teamwork
Participation
8.
9. Finance department
HR department
Marketing department
IT department
Administration department
10. A. STRENGTHS
• Good brand image
• Adopting latest technology
• Experienced work force
• Offer trade rewards
B. WEAKNESS
• Increasing overhead cost
• Lack of commitment with work
force
• No proper communication
C. OPPORTUNITIES
• New Govt. policies
• Targeting rural customers
• Booming brokerage industry
• Increasing usage of internet
D.THREATS
• Foreign currency fluctuations
• Economic conditions
• More competitors
11. Problem area :
Challenges in recruiting skilled candidates for the
clients.
Methodology adopted:
• Primary data
• Secondary data
12. The various working progress of the company to
acquire different candidates from different source.
Consultant follow specific code of conduct in the
discharge of their services to clients.
Suggesstions:
More branches
Customer awareness
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