lakshmishree investmCOMPANY DETAILS.pptx

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1. A Constructive & Informative Session for Mutual Growth Shivendra Singh Bisen Vice President – Sales & Marketing

2. Lakshmishree is focused on Equity and Commodity Broking with Regd Office in Mumbai and branch offices in various cities in India. We combine a strong understanding of the global equity and commodity markets with an ever-changing dynamics to create inventive solutions for our clients. Lakshmishree provides a wide range of services for high- networth individuals, retail investors, corporate bodies, partnership firms. Our aim is to assist clients in devising strategies in accordance with the investment objectives for creation and management of their wealth. When it comes to any sort of financial service – Broking, Mutual Fund, Insurance, Real-estate, Lakshmishree stands beside you to assist you. COMPANY OVERVIEW

3. Vision To provide our clients with Secure, Customized & Comprehensive financial solutions to achieve sustained growth.

4. Mission Our Mission is to provide excellent client service and compliance through innovative trading solutions, asserted by devoted support team and services at exceptionally promising prices.

5. Our Presence 407, Marathon Icon, Marathon Nexten Campus. Ganpat Rao Kadam Marg, Opposite Peninsula Corporate Park Lower Parel, Mumbai-400013 Registered Office-Mumbai 410, Satyam Mall near kameshwar school opp samman jodhpur, Ahmedabad Gujarat -380015 Regional Office- Ahmedabad 57, 2nd Floor, Gandhi Colony, Sigra , Varanasi . Corporate Office – Varanasi 18,RabindraSarani, Poddar Court,Gate No.2 6th Floor Room No.37A Kolkata -700071 Regional Office- Kolkaa

6. Our Presence Shop no 8, balco dda market, patparganj , IP extension, Delhi 110092 Regional office - Delhi Heera Panna Complex, No 76, Wall Tax Road. Shop #5,6,7, Ground Floor, Sowcarpet , Chennai - 600003 Regional office- Chennai

7. BUSINESS SERVICES Equity Derivatives Commodity Mutual Fund Depository Services Currency Trading Investment Advisory IPOs/ Buyback/ Right Issue/ OFS/ ETFs Insurance

8. Marketing Activities 1 Telle Calling 5 Cold Calling 3 Social Media Marketing 4 Referral Marketing 2 Digital Marketing What marketing tools needs to be available for you to be able to reach the targeted outcome?

9. Marketing Activities 6 IAPs and Webinars 10 WhatsApp Messaging and broadcast 8 Bulk Mailing 9 Hoarding & Notice Board At Office 7 Distribution of Brochures What marketing tools needs to be available for you to be able to reach the targeted outcome

10. Keep track of all your tasks & track clients over the call and do not stop follow ups. DATA Understand the demand of the customers then create the product, service or solution. ANALYZE Ask for referrals as When a recommendation comes from someone who has actually used your services, it has an extra layer of credibility and trust. CONNECTING Pitch your product’s USP’s and offer for a free demo. This will easily open the window for the next follow-up call or a 1-1 meeting DEMO Marketing Process

11. Marketing Strategies Provide whatever your prospect needs to make a decision, and make an appointment to call back. PROSPECTS This is the phase of consolidating the trust between you and your client . EMAILS Ask your clients for permission to communicate with them . MEETINGS

12. USPs to Focus and Highlight Our company supports operations by way of an extensive sales and distribution network throughout PAN India : Free Trading and Demat Account with Life time AMC At zero AMC Advance Trading Application Shree varahi Wealth Products Free Calls and trades Free research calls and newsletters Dedicated Relationship Managers eKYC & reKYC

13. Importance of Sales It is an end to the efforts given for closing down the deal. And at the same time it’s the beginning of the relationship between us and the customer. It is about understanding the demand of the consumers and at the same time ever changing dynamics of the industry.

14. Importance of sales calls Cold calling as well as warm calling hold much importance. Many successful businesses rely on cold calling to derive revenue. Cold calls and Warm calls

15. Importance of sale calls Respect the time of the Clients and Prospects. Remember he might have been in a meeting, or in a family get together or travelling or working. So we need to make sure we don’t drag the sales pitch unnecessarily. Tips: Try to create a rapport with the client so that he remembers you by your name in your next follow up call.

16. Importance of sales calls Be Polite Be extremely polite and courteous with your prospects. Try to place yourself in the client’s shoes and always show empathy. Tips: Any time your prospect raises a concern is a chance for you to establish and cement credibility with them.

17. Importance of sales calls Keep regular Contact with your potential clients Even after the visit is over, keep regular contact with your potential clients along the lines your agreed with them.

18. Things to avoid in sales calls Avoid any question whose answer can end in a Yes or No. Rather try to frame questions which will make the prospect give a brief response. Do not ask close ended questions

19. Things to avoid in sales calls Put yourself in customer’s shoes & think how you respond to sales calls that you receive. Don’t give us, remember your goal. Do not give up too easily

20. Top 5 Objections Lack of Interest Pricing Lack of need Loyalty towards competitors Timing Whether it’s timing, perceived needs, or budget concerns, prospects can always find a reason to push back on what you’re offering. The good news? Sellers Dealing with objections is a core part of a salesperson’s everyday life.

21. Tips to Handle tough calls Accept their Points and then politely keep your points Be conscious of your word choices and their connotation. Don’t make it sound like you’re pointing out the obvious, or that they made a mistake for reaching out to you and not figuring out the issue on their own. Carry a Smile A smile is contagious and humans tend to copy emotions, so a good attitude on your part can improve your customers as well; this will help a lot in the sales and support process. Be sure and confident while speaking your words Confidence  is especially important for meeting with clients and customers. If you believe in yourself and your business, the enthusiasm can be contagious.

22. Adaptation to Policies & Procedures Restriction of Stocks Limit and Margining System AMC Charges

23. Adaptation to Policies & Procedures Newly implied policies and procedures of exchange and regulatory for pledging and unpledging of securities Norms of Brokerage Payouts as per the registered segments

24. Adaptation to Policies & Procedures AP Registration It is important to get yourself registered as AP to for opening the client’s account and getting the commission. This makes process legally correct and more transparent. Benefits of Authorized Person Registration with Lakshmishree. We provide a very decent commission sharing model to our APs. We take care of all research and advisory support what is needed to the clients of our Aps. The advertising materials like banners, flex and any other requirements are provided by us and at the same time we take care for online marketing support whenever needed. We conduct training activity time to time for our authorised persons to keep their partners up to date regarding all the changes of the market.

25. Adaptation to Policies & Procedures NISM Certification NISM Certification is mandatory before you can work in capital market. After passing the exams, AP would be eligible to perform the duties of a dealer/broker such as executing trades, handling clients portfolio etc. Certificates teaches in detail for every aspect to the subject of stock and security market. The most beneficial traits which one can imbibe is to learn the risk handling methods and dealing with the risks. The two essential series is needed to be passed by every authorized broker is NISM Series I: Currency Derivatives NISM Series VIII: Equity Derivatives.

26. Thank You We welcome your input on the strategy and in exchange we ask you to grant us the fredom to explore various ways of executing it. Suggestions on this front are always welcome. Shivendra Singh Bisen Vice President-Sales & Marketing

27. Contact Us Shivendra Singh Bisen Mobile : [phone] Email : [email protected] Website : www.lakshmishree.com