Work placement/ summer internship diary

Name: Trupthi Rai

Registration number: 20182MBA0479
Company name: Choice Securities
Reporting manager name: Ranjan
Reporting manager contact: 8310790296
Reporting faculty: Dr. Bipasha Maity
Reporting faculty contact: bipasha@presidencyuniversity.in
Start date: 15-06-2019 End date: 3-08-2019

First week diary

Day 15-06-2019 to 22-06-2019

Description of the work Introduction about investing in

Challenges
Positive aspects
New skills to be learned
Future short term actions
Continuation......
the stock market and share
market equity investments and
few assignments
Large investments and large
number of investors
New way of learning about the
investment and share market
How to invest on share market
and how the processing and
works will go on in the
markets
Learn more about how to deal
with customer and how to
work on software
 Second week diary

Day 24-06-2019 to 29-07-2019

Description of the work Brief explanation about the

mutual funds and how to make
investments in mutual funds.

Challenges Huge investments and how to

promote customers to invest in
the mutual funds.

Positive aspects Good environment to work

and encourages the students to
learn more new things and
motivate the students.

New skills to be learned About the mutual funds

Future short term actions Learn more about how to deal

with customer and how to
work on software

Continuation......
 Third week diary

Day 01-07-2019 to 06-07-2019

Description of the work How to deal with demat

account. How to open a demat
account and how to convince
the customers to open demat
account.

Challenges Acquisition of the customers.

Explain about the company
and convincing them to open
the demat account.

Positive aspects There is a huge opportunity for

meeting people as it helps in
studying the behaviour of the
customers.

New skills to be learned How to deal with demat

account.
Future short term actions How demat account works in
trading and what are
insurances and mutual funds.

Continuation...........
 Fourth week diary

Day 08-07-2019 to 13-07-2019

Description of the work About the insurances. Types
of insurances. How it works
with customers.

Challenges Challenges is to meet the

customers and making them
to invest on insurance.

Positive aspects There is a huge opportunity

for meeting people as it helps
in studying the behaviour of
the customers.

New skills to be learned Practical sessions about

insurances and demat account.

Future short term actions What are the processes of the

insurances and demat account.

Continuation......
 Fifth week diary

Day 15-07-2019 to 20-07-2019

Description of the work Practical sessions about

insurances and demat
account.

Challenges Huge process and different

types of customer and their
behaviour.

Positive aspects Demat and insurance process

is very interesting.

New skills to be learned More practical sessions on

insurances and investments.

Future short term actions Practical sessions to deal with

customers.