PhillipCapital: Secure New Clients Through Cold Calling
- 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 & Leds 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