Rajkumar FEB DSR

Daily Activity
Location Name:- ROM RM / Dealer Name: RAJKUMAR JAMADAR
Occupation
No of Sou. (ARG / Non- (Business / Service/
Calls Clients Name ARG) New Call / Follow Up Professional)
veer kulkarni Non ARG FU Business
New Calls
buran sir Non ARG fU Business

Minimum
Required
5
6
7
8
9
10
11
12
13
14
15
Yesterday’s Closing Accounts

Yesterday’s Revenue
Daily Activity
r Name: RAJKUMAR JAMADAR Date:- 1 FEB 2011
Expected
Business
(Margin
Money /
Premium /
Need Analysis Done / Next What you Investment
Product Positioned (Eq. / Action to need from in Mutual
Ins. / Mut. Fund etc) Apx. An. Income be taken Phone No. HO Fund)
eq 4lac today 9028324668 NA 20000
eq 4lac today 9028072235 NA 10000
Today’s Expected Closing accounts

Today’s Expected Revenue
EB 2011
Expected date Of Sale / Close

close but form is not collected
close
2
Daily Activity
Need Analysis
Occupation Done / Product
(Business / Positioned (Eq. /
No of New Call / Service/ Ins. / Mut. Fund
Calls Clients Name Sou. (ARG / Non-ARG) Follow Up Professional) etc)
tejraj klyankar non arg FU Business eq
virendra mane Non arg FU Business Eq
New Calls
Minimum
Required
klyankar Non arg FU Business Eq
5
6
7
8
9
10
11
12
13
14
15

Daily Activity
JKUMAR JAMADAR Date:2 FEB 2011
Expected
Business (Margin
Money /
Premium /
Apx. An. Next Action to be What you need Investment in Expected date Of
Income taken Phone No. from HO Mutual Fund) Sale / Close
4lac today 9860758006 NA 50000 close
5LAC Today’s Expected Cl 9921111199 NA 25000 12/2/2011
3LAC Today’s Expected Cl 9403707172 NA 50000 close
Today’s Expected Closing accounts 2

Daily Activity
Need Analysis
Sou. (ARG (Business / Positioned (Eq. /
No of / Non- New Call / Service/ Ins. / Mut. Fund Apx. An.
Calls Clients Name ARG) Follow Up Professional) etc) Income
gajanan Bhosale Non ARG FU Business eq 4lac
New Calls
ABHIJEET SHAH Non ARG fU sevice eq 5lac

Minimum
Required
SALIM MULLA Non ARG fU sevice eq 3lac
5
6
7
8
9
10
11
12
13
14
15

Daily Activity
AMADAR Date:- 3 FEB2011
Expected
Business (Margin
Money /
Next Premium /
Action to What you need Investment in Expected date Of Sale /
be taken Phone No. from HO Mutual Fund) Close
today 9422375603 NA 25000 CLOSE
today 9422970076 nA 25000 19-02-2011
today 8149293897 nA 25000 22-02-2011

Daily Activity
Need Analysis
(Business / Positioned (Eq. /
No of Sou. (ARG / New Call / Follow Service/ Ins. / Mut. Fund
Calls Clients Name Non-ARG) Up Professional) etc)
RANJIT CHACVAN NON ARG FU Business EQ
New Calls
SARVARI NON ARG FU SERVICE EQ

Minimum
Required
5
6
7
8
9
10
11
12
13
14
15

Daily Activity
KUMAR JAMADAR Date:- 4 FEB 2011
Expected Business
(Margin Money /
Premium /
Next Action to be What you need Investment in Expected date Of Sale
Apx. An. Income taken Phone No. from HO Mutual Fund) / Close
4lac today 9673553377 NA 50000 13-02-2011
2LAC today 9881768088 NA 10000 14-02-2011

Daily Activity
Location Name:- ROM RM / Dealer Name: rajkumar jamadar
Need Analysis
(Business / Positioned
No of Sou. (ARG / New Call / Service/ (Eq. / Ins. / Mut. Apx. An.
Calls Clients Name Non-ARG) Follow Up Professional) Fund etc) Income
ramchandra tube Non ARG FU Business eq 10lac
New Calls
dipak patil Non ARG fU Business eq 5lacl

Minimum
Required
nilesh katake Non ARG fu Business eq 4lac
5
6
7
8
9
10
11
12
13
14
15

ctivity
Date:- 5 FEB 2011
Expected
Business
(Margin Money /
Next Premium /
Action to What you Investment in Expected date Of Sale
be taken Phone No. need from HO Mutual Fund) / Close
today 9860265500 NA 10000 close
today 9923073350 na 10000 close
today 9175288489 na 10000 after 2days

Daily Activity
Occupation Need Analysis

(Business / Done / Product
No of Sou. (ARG / New Call / Service/ Positioned (Eq. / Apx. An. Next Action to be
Calls Clients Name Non-ARG) Follow Up Professional) Ins. / Mut. Fund etc) Income taken
Minimum New Calls
indrajeet Non ARG FU Business EQ 4lac today
DIPAK BHAT Non ARG FU Business EQ 5LAC today

Required
MAYUR KAMBALE Non ARG FU Business EQ 5LAC today
10
11
12
13
14
15
Yesterday’s Closing Accounts Today’s Expected Closing accounts

Yesterday’s Revenue Today’s Expected Revenue
Date:- 6 FEB 2011
Expected
Business (Margin
What you Money / Premium /
need from Investment in Expected date Of
Phone No. HO Mutual Fund) Sale / Close
9404411970 NA 20000 CLOSE
9049808260 NA 15000 CLOSE
9860540048 NA 50000 CLOSE
Expected Closing accounts 2

Expected Revenue
8
Daily Activity
Occupation
(Business /
No of Sou. (ARG / Non- New Call / Service/
Calls Clients Name ARG) Follow Up Professional)
KASHINATH BARTAKKE Non ARG FU Business
New Calls
KALPANA BHOSALE Non ARG FU SERVICE

Minimum
Required
ANKUSH KAMBALE Non ARG FU Business
5
6
7
8
9
10
11
12
13
14
15

Page 14
8
Daily Activity
Dealer Name: RAJKUMAR JAMADAR Date:-7 FEB 2011
Expected
Business
(Margin
Money /
Premium /
Need Analysis Done / Next What you Investment
Product Positioned (Eq. / Apx. An. Action to need from in Mutual Expected date Of
Ins. / Mut. Fund etc) Income be taken Phone No. HO Fund) Sale / Close
EQ 4lac today 9423303621 NA 10000 CLOSE
EQ 4lac Today 942237563 NA 10000 CLOSE
EQ 3LAC Today 9960446054 NA 25000 25-09-2010

Page 15
Daily Activity
Location Name:- ROM RM / Dealer Name: Rajkumar jamadar
Occupatio
n
(Business Need Analysis Done /
Sou. (ARG / Service/ Product Positioned
No of / Non- New Call / Professio (Eq. / Ins. / Mut. Fund Apx. An.
Calls Clients Name ARG) Follow Up nal) etc) Income
arage Non ARG FU Business eq 4lac
New Calls
ashawhin tendwani Non ARG fu Business eq 5lac

Minimum
Required
anil salokhe Non ARG fU Business eq 10lac
5
6
7
8
9
10
11
12
13
14
15

Daily Activity
ar Date:- 8 FEB 2011
Expected Business
(Margin Money /
Next What you Premium /
Action to need from Investment in Expected date Of
be taken Phone No. HO Mutual Fund) Sale / Close
today 9422632865 NA 20000 26th sep 2010
today 9158113084 nA 25000 9/27/2008
Today’s Ex 9822751919 50000 27/9/2010

Daily Activity
Location Name:- ROM RM / Dealer Name: Krishna Yadav
Occupation
(Business /
Service/ Need Analysis Done /
No of Clients Sou. (ARG / New Call / Follow Professiona Product Positioned (Eq. /
Calls Name Non-ARG) Up l) Ins. / Mut. Fund etc)
tejraj klyanka non arg FU Business eq
New Calls
virendra man Non arg FU Business Eq

Minimum
Required
klyankar Non arg FU Business Eq
5
6
7
8
9
10
11
12
13
14
15

Daily Activity
na Yadav Date:- 1st July
Expected
Business
(Margin
Money /
Premium /
Next Action to What you Investment in Expected date Of Sale /
Apx. An. Income be taken Phone No. need from HO Mutual Fund) Close
4lac today 9860758006 NA 50000 close
5LAC Today’s Expecte 9921111199 NA 25000 11/2/2011
3LAC Today’s Expecte 9403707172 NA 50000 close

Daily Activity
Occupation Need Analysis

(Business / Done / Product
No of Sou. (ARG / New Call / Service/ Positioned (Eq. / Ins. Apx. An.
Calls Clients Name Non-ARG) Follow Up Professional) / Mut. Fund etc) Income
indrajeet Non ARG FU Business EQ 4lac
New Calls
DIPAK BHAT Non ARG FU Business EQ 5LAC

Minimum
Required
ABHIJIT SHAH Non ARG fU Business eQ 10lac
5
6
7
8
9
10
11
12
13
14
15

DAR Date:- 11-02-2011
Expected
Business (Margin
Next What you Money / Premium /
Action to need from Investment in Expected date
be taken Phone No. HO Mutual Fund) Of Sale / Close
today 9404411970 NA 20000 FORM COLECTED
today 9049808260 NA 15000 CLOSE
today 942290076 nA 100000 15-2-2011

Daily Activity
Need Analysis
Sou. (ARG (Business / Positioned (Eq. Next
No of / Non- New Call / Service/ / Ins. / Mut. Apx. An. Action to
Calls Clients Name ARG) Follow Up Professional) Fund etc) Income be taken
anil salokhe Non ARG FU service eq 10lac today
New Calls
pavan nagare Non ARG FU service eq 4 lac today

Minimum
Required
prakash kadam new call C.A Eq 5LAC Today
5
6
7
8
9
10
11
12
13
14
15
Yesterday’s Closing Accounts Today’s Expected Clo

Yesterday’s Revenue Today’s Expected Rev
Date:- 12-02-2010
Expected Business
(Margin Money /
What you Premium /
need from Investment in Expected date Of
Phone No. HO Mutual Fund) Sale / Close
9822751919 NA 100000/- next month
98600017400 na 25000/- 28-02-2011
NA NA 200000/- 28-02-2011

Daily Activity
Occupation
No of Sou. (ARG / Non- New Call / Follow (Business / Service/
Calls Clients Name ARG) Up Professional)
AMAR CHAVAN Non ARG FU Business
New Calls
sudhir patil Non ARG fu SERVICE

Minimum
Required
abhay patil Non ARG FU Business

DIPAK PATIL Non ARG FU Business
5
6
7
8
9
10
11
12
13
14
15

Daily Activity
r Name: RAJKUMAR JAMADAR Date:- 14-2-2011
Need Analysis Done Expected Business

/ Product Positioned What you (Margin Money / Premium
(Eq. / Ins. / Mut. Apx. An. Next Action to need from / Investment in Mutual
Fund etc) Income be taken Phone No. HO Fund)
EQ 10LAC today 9370070074 NA 100000
eq 3lac today 985048950 na 10000
EQ 5LAC today 9404535353 NA 50000
EQ 5LAC today 9923073350 NA 25000

Expected date Of
Sale / Close
26-02-2011
close
1/3/2011
2/3/2011
2
16
Daily Activity
Need Analysis
(Business / Positioned (Eq.
Sou. (ARG / New Call / Service/ / Ins. / Mut. Apx. An.
No of Calls Clients Name Non-ARG) Follow Up Professional) Fund etc) Income
KASHINATH B Non ARG FU Business EQ 4lac
New Calls
KALPANA BH Non ARG FU SERVICE EQ 4lac

Minimum
Required
ANKUSH KAM Non ARG FU Business EQ 3LAC
5
6
7
8
9
10
11
12
13
14
15

Page 27
16
tivity
JAMADAR Date:-16 FEB 2011
Expected
Business
(Margin
Money /
Premium / Expected
Next Action What you Investment in date Of Sale /
to be taken Phone No. need from HO Mutual Fund) Close
today 9423303621 NA 10000 CLOSE
Today 942237563 NA 10000 CLOSE
Today 9960446054 NA 25000 25-02-2011

Page 28
17
Daily Activity
Need Analysis
RANJIT CHACVAN NON ARG FU Business EQ 4lac
New Calls
SARVARI NON ARG FU SERVICE EQ 2LAC

Minimum
Required
5
6
7
8
9
10
11
12
13
14
15

Page 29
17
ity
JAMADAR Date:- 4 FEB 2011
Expected
Business
(Margin
Money /
Premium / Expected
today 9673553377 NA 50000 26-02-2011
today 9881768088 NA 10000 25-02-2011

Page 30
18
Daily Activity
Need Analysis
Sou. (ARG / New Call / Service/ / Ins. / Mut.
No of Calls Clients Name Non-ARG) Follow Up Professional) Fund etc)
indrajeet Non ARG FU Business EQ
New Calls
DIPAK BHAT Non ARG FU Business EQ

Minimum
Required
ABHIJIT SHAH Non ARG fU Business eQ
5
6
7
8
9
10
11
12
13
14
15

Page 31
18
Daily Activity
me: RAJKUMAR JAMADAR Date:- 18-02-2011
Expected
Business
(Margin
Money /
Premium /
Apx. An. Next Action What you Investment in Expected date Of
Income to be taken Phone No. need from HO Mutual Fund) Sale / Close
4lac today 9404411970 NA 20000 FORM COLECTED
5LAC today 9049808260 NA 15000 CLOSE
10lac today 942290076 nA 100000 26-2-2011

Page 32
19
Daily Activity
Location Name:- ROM RM / Dealer Name: rajkumar jamadar
Need Analysis
ramchandra tu Non ARG FU Business eq 10lac
New Calls
dipak patil Non ARG fU Business eq 5lacl

Minimum
Required
nilesh katake Non ARG fu Business eq 4lac
5
6
7
8
9
10
11
12
13
14
15

Page 33
19
tivity
madar Date:- 5 FEB 2011
Expected
Business
(Margin
Money /
Premium / Expected
today 9860265500 NA 10000 close
today 9923073350 na 10000 close
today 9175288489 na 10000 after 2days

Page 34
.21
Daily Activity
Need Analysis
KASHINATH BAR Non ARG FU Business EQ 4lac
New Calls
KALPANA BHOSANon ARG FU SERVICE EQ 4lac

Minimum
Required
ANKUSH KAMBALNon ARG FU Business EQ 3LAC

buran sir Non ARG fU Business eq 4lac
5
6
7
8
9
10
11
12
13
14
15

Page 35
.21
vity
JAMADAR Date:-21 FEB 2011
Expected
Business
(Margin
Money /
Premium / Expected
today 9423303621 NA 10000 CLOSE
Today 942237563 NA 10000 CLOSE
Today 9960446054 NA 25000 25-02-2011
today 9028072235 NA 10000 close

Page 36
21
Daily Activity
Need Analysis
AMAR CHAVAN Non ARG FU Business EQ 10LAC
New Calls
sudhir patil Non ARG fu SERVICE eq 3lac

Minimum
Required
abhay patil Non ARG FU Business EQ 5LAC

DIPAK PATIL Non ARG FU Business EQ 5LAC
5
6
7
8
9
10
11
12
13
14
15

Page 37
21
ity
JAMADAR Date:- 22-2-2011
Expected
Business
(Margin
Money /
Premium / Expected
today 9370070074 NA 100000 26-02-2011
today 985048950 na 10000 close
today 9404535353 NA 50000 1/3/2011
today 9923073350 NA 25000 2/3/2011

Page 38
22
Daily Activity
Need Analysis
tejraj klyankar non arg FU Business eq 4lac
New Calls
virendra mane Non arg FU Business ins 5LAC

Minimum
Required
klyankar Non arg FU Business Eq 3LAC
5
6
7
8
9
10
11
12
13
14
15

Page 39
22
ty
JAMADAR Date:2 FEB 2011
Expected
Business
(Margin
Money /
Premium / Expected
today 9860758006 NA 50000 close
Today’s Expec 9921111199 NA 25000 26/02/2011
Today’s Expec 9403707172 NA 50000 close

Page 40
23
Daily Activity
Need Analysis
anil salokhe Non ARG FU service eq 10lac
New Calls
pavan nagare Non ARG FU service ins 4 lac

Minimum
Required
prakash kadam new call C.A Eq 5LAC
5
6
7
8
9
10
11
12
13
14
15

Page 41
23
tivity
madar Date:- 27-08-2010
Expected
Business
(Margin
Money /
Premium / Expected
today 9822751919 NA 100000/- next month
today 98600017400 na 25000/- 28-02-2011
Today NA NA 200000/- 28-02-2011

Page 42
Daily Activity
Location Name:- ROM RM / Dealer Name: Krishna Yadav
Need Analysis
No of New Call / Service/ / Ins. / Mut.
Calls Clients Name Sou. (ARG / Non-ARG) Follow Up Professional) Fund etc)
ABHAY PATIL NON ARG FU Service eq
New Calls
VINIT PODWAL NON ARG FU Service Eq

Minimum
Required
SAGAR NON ARG FU BUINESS Eq
5
6
7
8
9
10
11
12
13
14
15

Daily Activity
e: Krishna Yadav Date:- 1st July
Expected
Business
(Margin
Money /
What you Premium /
Apx. An. need from Investment in
Income Next Action to be taken Phone No. HO Mutual Fund)
4lac today 9422375603 NA 20000
3LAC Today 7760497217 25000
15LAC Today 9623532987 10000

Expected date Of
Sale / Close
2/3/2011
26-02-2011
28-2-2011

Rajkumar FEB DSR

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Daily Activity

Location Name:- ROM RM / Dealer Name: RAJKUMAR JAMADAR

buran sir Non ARG fU Business

Yesterday’s Closing Accounts

Today’s Expected Closing accounts

Expected date Of Sale / Close

klyankar Non arg FU Business Eq

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

ABHIJEET SHAH Non ARG fU sevice eq 5lac

SALIM MULLA Non ARG fU sevice eq 3lac

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

SARVARI NON ARG FU SERVICE EQ

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

dipak patil Non ARG fU Business eq 5lacl

nilesh katake Non ARG fu Business eq 4lac

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

Occupation Need Analysis

indrajeet Non ARG FU Business EQ 4lac today

DIPAK BHAT Non ARG FU Business EQ 5LAC today

MAYUR KAMBALE Non ARG FU Business EQ 5LAC today

Yesterday’s Closing Accounts Today’s Expected Closing accounts

9404411970 NA 20000 CLOSE

9049808260 NA 15000 CLOSE

9860540048 NA 50000 CLOSE

Expected Closing accounts 2

KALPANA BHOSALE Non ARG FU SERVICE

ANKUSH KAMBALE Non ARG FU Business

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

ashawhin tendwani Non ARG fu Business eq 5lac

anil salokhe Non ARG fU Business eq 10lac

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

virendra man Non arg FU Business Eq

klyankar Non arg FU Business Eq

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

Occupation Need Analysis

DIPAK BHAT Non ARG FU Business EQ 5LAC

ABHIJIT SHAH Non ARG fU Business eQ 10lac

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

pavan nagare Non ARG FU service eq 4 lac today

prakash kadam new call C.A Eq 5LAC Today

Yesterday’s Closing Accounts Today’s Expected Clo

Today’s Expected Closing accounts 2

sudhir patil Non ARG fu SERVICE

abhay patil Non ARG FU Business

Yesterday’s Closing Accounts

Need Analysis Done Expected Business

Today’s Expected Closing accounts

KALPANA BH Non ARG FU SERVICE EQ 4lac

ANKUSH KAM Non ARG FU Business EQ 3LAC

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

SARVARI NON ARG FU SERVICE EQ 2LAC

Yesterday’s Closing Accounts

Today’s Expected Closing accounts 2

DIPAK BHAT Non ARG FU Business EQ