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1. Risk Management in Mutual Funds Services PRESENTATION OVERVIEW INTRODUCTION PROJECTS FRAMEWORKS RESULTS

2. PRESENTATION OVERVIEW INTRODUCTION PROJECTS FRAMEWORKS RESULTS Integrated Strategies for FOREIGN EXCHANGE Services

3. It is a leading financial services company in India, offering a wide range of investment and advisory services to individuals and businesses. 2000 Prudent Corporate Advisory Services Ltd.

4. Mutual Funds & IPO Stock Broking Insurance Fixed Income Products Property Loan It is a leading financial services company in India, offering a wide range of investment and advisory services to individuals and businesses. Prudent Corporate Advisory Services Ltd.

5. Mutual Fund Funding FX Advisory CORE PRODUCT

6. Foreign Exchange Consultancy for Exporters and Importers FX Advisory Risk Management Risk Management policy for Forward Bookings. Bank Negotiations Negotiate with Banks on behalf of the client for FX Conversion Financial Checkup Health Checkup for your Banking Structure

7. Real time FX conversion rates Accurate Cash, TOM & SPOT rates Accurate forward booking premiums FX Screen FRAMEWORKS FOR ANALYSIS SECTION 1 SWOT PORTER’S 5 FORCES

8. Credit Cover upto 100% without ECGC 90% credit of the invoice value within 48 hours No need of NOC from Working Capital Bank FUNDING Secured / Unsecured

9. FRAMEWORKS FOR ANALYSIS SECTION 1 SWOT PORTER’S 5 FORCES S W O T

10. S W O T

11. STRENGTHS Mitigating banks’ overcharging Value added consultancy W O T OPPORTUNITIES Expansion of services Growing import-export market WEAKNESS Dependence on relationship managers Relatively small client base THREAT SWOT Analysis S Intense competition Relatively small client base PORTER’S 5 FORCES

12. PORTER’S 5 FORCES THREAT OF NEW ENTRY MODERATE

13. THREAT OF NEW ENTRY MODERATE PORTER’S 5 FORCES

14. BARGAINING POWER OF BUYER MODERATE

15. BARGAINING POWER OF SUPPLIER HIGH

16. THREAT OF SUBSTITUTE LOW - MODERATE

17. COMPETITIVE RIVALRY WITHIN THE INDUSTRY HIGH

18. DIGITAL MARKETING PROJECT 1 Increase brand awareness for recognition and engagement Improve customer engagement through digital means Generating qualified leads to establish long term relationship OBJECTIVES Instagram LinkedIn Emails Whatsapp

19. Instagram LinkedIn Emails WhatsApp DIGITAL MARKETING PROJECT 1

20. Instagram LinkedIn Emails WhatsApp DIGITAL MARKETING PROJECT 1

21. Data of 150 Exporters were used 8 Responses for “ Interested ” 5 Agreed to a meeting DIGITAL MARKETING PROJECT 1 WhatsApp Chatbot

22. Data of 150 Exporters were used 8 Responses for “ Interested ” 5 Agreed to a meeting DIGITAL MARKETING PROJECT 1 WhatsApp Chatbot

23. Business to business (B2B) sales are transactions between two businesses rather than between a business and an individual consumer for the consumer's personal use. HEADLINE 02 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 01 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 03 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 04 Lorem ipsum dolor sit amet, consectetur adipiscing elit . PROJECT 2 HEADLINE 06 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 07 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 08 Lorem ipsum dolor sit amet, consectetur adipiscing elit . B2B Sales Telephonic Market Mapping

24. Among 186 Exporters, 20 agreed for either a meeting with product specialist or a free trial HEADLINE 02 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 01 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 03 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 04 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 05 Lorem ipsum dolor sit amet, consectetur adipiscing elit . Telephonic Sales HEADLINE 07 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 08 Lorem ipsum dolor sit amet, consectetur adipiscing elit . 10%

25. Among 186 Exporters, 20 agreed for either a meeting with product specialist or a free trial HEADLINE 02 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 01 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 03 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 04 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 05 Lorem ipsum dolor sit amet, consectetur adipiscing elit . Telephonic Sales HEADLINE 07 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 08 Lorem ipsum dolor sit amet, consectetur adipiscing elit . 10%

26. We were able to collect around 28 CAs contact information out of 43 encounters 5 CAs were converted for business meeting with the product specialist HEADLINE 02 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 01 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 03 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 04 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 05 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 06 Lorem ipsum dolor sit amet, consectetur adipiscing elit . MARKET MAPPING Partnering Opportunities: Market mapping can highlight potential partners, suppliers, or distributors within the industry HEADLINE 08 Lorem ipsum dolor sit amet, consectetur adipiscing elit .

27. We were able to collect around 28 CAs contact information out of 43 encounters 5 CAs were converted for business meeting with the product specialist HEADLINE 02 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 01 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 03 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 04 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 05 Lorem ipsum dolor sit amet, consectetur adipiscing elit . HEADLINE 06 Lorem ipsum dolor sit amet, consectetur adipiscing elit . MARKET MAPPING Partnering Opportunities: Market mapping can highlight potential partners, suppliers, or distributors within the industry HEADLINE 08 Lorem ipsum dolor sit amet, consectetur adipiscing elit .

28. PROJECT 3 GLOBAL OUTREACH CAMPAIGN & LEARN & EARN Expansion The main aim of this campaign is to expand the Treasury desk of SMC Global to increase revenue and grow the business. Introduction A Global Outreach campaign by SMC in collaboration with G.L Bajaj Institute of Management Recruitment ·This campaign includes identify and attract exceptional talent from G.L Bajaj's MBA program

29. Expansion The main aim of this campaign is to expand the Treasury desk of SMC Global to increase revenue and grow the business. Introduction A Global Outreach campaign by SMC in collaboration with G.L Bajaj Institute of Management Recruitment ·This campaign includes identify and attract exceptional talent from G.L Bajaj's MBA program Selection Process Designed Selection process for recruitment

30. Itinerary Designed itinerary for the selected students Selection Process Designed Selection process for recruitment Banners Made banners for marketing and advertisement

31. Itinerary Designed itinerary for the selected students Selection Process Designed Selection process for recruitment Banners Made banners for marketing and advertisement

32. Global Outreach Campaign LEARN & EARN Created the advertising banners for the campaign Created the questionnaire for shortlisting 300 students Designed interactive strategies to attract students by stimulating their needs

33. Digital banners and posters were utilized across various channels to engage with customers effectively 15% 4 5% Out of around 40 C.A offices in Rajendra Place, we were able to collect around 28 C.A contact information 32 % Through the "Learn and Earn" model, selected interns were exposed to various aspects of Forex advisory providing exciting talent for essential growth. 6 5% CONCLUSION RESULTS To capture attention and provide value to potential customers, an automated WhatsApp chatbot subscription was purchased

34. RECOMMENDATIONS RESULTS 15% 4 5% 32 % 6 5% Optimize the campaign execution process by leveraging technology and automation Invest in time, manpower, and resources to prepare and execute future campaigns effectively Explore additional platforms and target specific services to maximize reach and impact Expand the reach of the organization by identifying and collaborating with more C.A offices or similar professional networks

35. Effective collaboration between academia and industry is crucial for bridging the gap between theoretical knowledge and practical application. Digital marketing strategies demonstrated the potential to attract and engage the target clientele The importance of hands-on experience and mentorship in professional development was underscored LEARNINGS RESULTS THANK YOU

36. THANK YOU Natansh Sharma 2022/426