Welike Project Presentation Sanket on some Videos from Management Institute
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2. A. Mr. Lalit Popli (Head – IT , ICICI Prudential AMC )
B. Mr. Govind Shrikande ( MD , Shoppers Stop )
C. Mr. Aashish Somaiyaa ( CEO , Motilal Oswal AMC )
D. Intro to Capital Market F. Know Your Customer & AML
E. Record Management G. Application of Six Sigma in Service Industry
H. KAIZEN
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I.Show Why You Want The Job
J.What do equity shares actually mean?
K.Facebook Brings Free Mobile Internet Access
L.Choose the Right Tax Saving option
M.Questions to ask Before accepting a new job
N.The Right Resume Format To Get You Noticed
O.Extent your Personal Brand with
an Elevator Speech
P.Facebook Claims Two Million
Advertisers
Q.Avoid things when breaking up
with Boss
R.3 Habits of the Ultra-SuccessfulS.
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Some about Stock Exchange
Stock Exchange is a Platform where buyers & sellers meet.
It is a Place to buy and sell shares.
It’s a bridge between demanders of fund and suppliers of fund.
Government, Companies, Institutions, Retail Investors, Mutual
Funds are major participants in Capital Market.
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Capital market is a market for long term source of funds
Market having maturity of more than one year
Instruments involved in Capital Market are Shares,
Preference Shares,
Debentures & Bonds.
Money Market is a market for short term source of funds
Market having maturity of less than one year
Instruments involved in Money Market are T-Bills,
Commercial Paper,
Inter-corporate Deposit & Certificate of Deposit.
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Classification of Stocks
Large Caps – greater than Rs. 9000 cr.
Mid Caps – between Rs. 2500 to Rs. 9000 cr.
Small Caps – between Rs. 250 to Rs. 2500 cr.
Micro Caps – less than Rs. 250 cr.
Categorization
A – Blue Chip Stocks
B1 & B2 – Normally Mid Caps
T Group – More risky
Z Group – Problematic Stock
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Record Management
Record means proof of existence and that can be used to
recreate or prove state of existence.
Before storing it to the external vendor few steps of RMC
activities are carried out in-house
In warding & Indexing ( Term wise)
Sorting & Filling
Dispatch (to external vendor)
Logical Indexing helps you to take a decision in storing the
document
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New Automated RMC helps in increasing productivity, less
space required for storing as all documents got indexed, got
Real Time Monitoring & MIS generation and has Online
Reconciliation.
Cost Reductions took place as elimination of CD backups,
cost reduction with vendors as volumes & frequency
increased also shredded docs can be sold to scrap vendors.
Automation is vital for every process. It increases
productivity & time.
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Objectives of Know Your Customer & AML
Know your customer.
Know his business/place of work.
Know his source of funds.
Know his economics status.
Elements Guiding AML – KYC
Customer acceptance policy.
Customer Identification procedure.
Risk Management.
Monitoring flow of funds.
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ANTI-MONEY LAUNDERING
Money Laundering Means Directly or Indirectly.
Assist or be involved.
Process funds connected with proceeds of crime.
Project it as untainted property.
Financial Task Force
Uncover Money Laundering Techniques.
Introduce Counter Measures.
Harmonize AML Policies at International Level.
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How ANTI-MONEY LAUNDERING can be set/achieved
Customer identification as per KYC
Recognition, handling and disclosure of suspicious
transactions.
Maintenance of rewards.
Audit.
Staff training.
Develop a bent of mind – Enquire.
Risk Profiling according to perceptions.
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Six Sigma is Measure of Quality
Six Sigma helps in to meet Customer's Expectations.
It’s a Method for continuous improvement.
Six Sigma is MINDSET for cultural change.
For improving existing process
DMAIC technique is used
D – Define
M – Measure
A – Analyze
I – Improve
C – Control
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Kaizen is small incremental changes made for improving
productivity and minimizing waste.
Principles of Kaizen
Consider the process and the results!
The need to look at the entire process of the job at hand and
to evaluate the job as to the best way to get the job done.
Kaizen must be approached in such a way that no one is
blamed and that the best process is put into place.
Features of Kaizen
Widely applicable
Highly effective & result oriented
A Learning Experience
Team based & Cross functional
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How To Show A Company
Why You Want The Job
We need a job to provide ourselves and our family
with necessities like food, shelter and clothing as
well as the non essential pleasures of life, like
birthday cake.
Companies main interest is in their goals. What will
you contribute to the company’s bottom line and
business strategy if you are hired?
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Your resume should be written in a way that makes
it clear why you are applying for a particular
position. You have the skills, educational
background, and experience the position calls for.
Most importantly, you have achieved valuable
results in previous positions, and you are prepared
to produce good work in the future.
When a company realizes that your achievements
and goals align with the company’s, they are more
likely to call you in for an interview.
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What do equity shares actually mean?
Shares, is an instrument which gives the holder the
ownership to the company in proportion to their
holding.
If the company can fulfill the criteria required to
be listed on the stock exchange then after
following the due processes it can becomes a
listed company, such company is also called
publicly traded company
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process of listing the shares in the stock exchange
is called Initial Public Offer (IPO)
the process of making the shares available for
interested investors to own, by means of
purchasing it on the stock exchange is through
the IPO.
For a public traded company, the shares can be
bought and sold on the stock exchange where
they are listed. This trading of shares is done
through a broker. When you are purchasing and
selling a share, the broker tries to match someone
with whom the transaction takes place. For this
they charge a commission, and fees, commonly
known as brokerage charges.
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Facebook Brings Free Mobile Internet Access
To Indian Users
Social media giant Facebook has launched a
programme that will allow mobile users in India to
access the internet for free. The company has partnered
with Reliance communications to offer free access too
33 specific websites, including job, whether & news sites.
Founder Mark Zuckerberg said, in a post that connoting
Indian users was important to his global ambitions
“More than a billion people in India don’t have access
to the internet. That means they can’t enjoy the same
opportunity many of us take for granted & the entire
world is robbed of their ideas & creativity.
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People on the Reliance network in Tamil Nadu,
Maharashtra, Andhra Pradesh, Gujarat, Kerala &
Telangana will get free access to the specific website
immediately over the next 90 days we will roll this out
pan India more websites will ale one added to the
bouquet said CEO & President, Rcom.
Facebook is in talks with other telecom operators,
including Airtel & Vodafone, to launch the programme
& make basic internet services available for free.
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Choose the Right Tax Saving option
Make sure your tax saving investments fulfil your
needs and match your risk profile and investment
horizon.
Choose an option that suits you best on these
parameters
Risk Appetite
Returns Expected
Taxability of income
Liquidity
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20 Questions to ask yourself
Before accepting a new job
Before accepting a new job, you need to make sure this is the right
position for you.
If you don’t take the time on the front end to truly explore what you want
from a new job and to figure out if this position satisfies those desires,
you’ll end up paying for it on the back end.
1. Is this a long-term career move? If not, what does this position offer
in the way of experience and/or connections that will put me in a better
position for achieving my long-term career goals in the future? How long
do I need to stay in order to gain these advantages?
2. If this is a short-term career move, what is the purpose of it? Am I
running away from something I DON’T want or running towards something
I DO want?
3. Does this position challenge my mental abilities?
4. Am I capable of, and comfortable with, doing the tasks for which I
would be responsible?
5. Do I fully understand the expectations of the role?
6. Will the company provide me with the necessary resources to be
successful?
7. Does this position utilize my talents and skills?
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8. Will I be able to offer a valuable contribution?
9. Will I be proud to be associated with the company’s brand,
product and/or services?
10. Does the company culture appear to be in line with my values?
11. Is the office location a comfortable distance from home? Will the
commute potentially be a problem and if so, how will I overcome it?
12. Have my interactions with other employees been comfortable
and friendly?
13. Can I envision feeling at home with the other employees
socially?
14. Does my direct supervisor appear to be a supportive individual
from whom I can learn?
15. Is the work environment conducive to my own work style?
16. Will the work feel professionally satisfying?
17. Financially, will this job provide me with a desirable lifestyle? If
not, does it have the potential to in the future?
18. Will the benefits package meet my needs?
19. Is there opportunity for future professional growth?
20. Are there any potential problems I can foresee in accepting this
job? If so, how will I avoid them and/or overcome them?
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The Right Resume Format To Get You Noticed
The purpose of a resume is to get you an interview,
using the right resume format will make sure your
application isn’t tossed out just for seeing unreadable
by a machine.
These days, companies screen candidates & resume
in two ways. The first is through Applicant Tracking
System (ATS).
All resumes are loaded into the computer, passed &
automatically searched for a match with keyword
from announcement cannot be read by the Applicant
Tracking System, it is rejected.
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The second method recruiters & hiring manager use to
find candidates is “ sourcing “ candidates by searching
online resumes for possible match using keyword. Again,
if a resume cannot be read by search engines, it will not
be selected.
Therefor, you should avoid using JPG & PDF files. Many
ATS reads only text & word files with out tables.
You may be the most qualified candidate, but that you
will not be chosen for an interview unless the ATS can
read your resume.
Resumes like that will print on all printers, will not be
rearranged even by outdated versions of word, can be
read ATS & can be searched online.
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HOW TO EXTEND YOUR PERSONAL BRAND
WITH AN ELEVATOR SPEECH
Re-purposing your elevator speech and
extending your personal brand is a great idea.
Everyone should have more than one elevator
speech and rotating them on your e-mail
signature is an easy task.
Our business cards have much more real estate
than we think.
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your resume is yours to develop; and what you
put on it is your decision.
putting your elevator speech in your resume, you
set the tone for how the reader will view your
qualifications.
Take advantage of the exposure at LinkedIn
Profile
An elevator speech is a form of Self Introduction.
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Facebook Claims Two Million Advetisers
After launching of a mobile app for those managing their
commercial pitches, it has hosted the number of
advertisers on the social network to 2 million.
Dan Levy, Facebook’s VP for Global Marketing & small
business, said the number of advertisers has doubled our
the past year & a half.
It’s a strong sign of the commitment he is making to help
small business & this continue benefiting the economy
for their region & the world.
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New ads manager app would give those advertisers
the ability to manage their ads from mobile devices as
Facebook becomes increasingly used on smartphones
& tablets.
this is a moment to be celebrate all the incredible
entrepreneurs like you who are creating value for their
communities, Zuckerberg & Sandberg said.
And there are more than 2 million other inspiring stories
of people working to grow their business you’re
creating jobs, sharing new ideas & inspiring all of us to
dream big, they said.
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5 THINGS TO AVOID WHEN BREAKING UP
WITH YOUR BOSS
Here more than avoiding, What should be done is Highlighted.
You must suppress the rage, stifle the snark, subdue the frustration.
Smile. Be respectful. Give notice. Offer to help in the transition.
Don’t Annoy Your Co-workers
Instead: Leaving on good terms with your colleagues is just as
important as leaving on good terms with your boss. Don’t badmouth the
company you’re leaving, and don’t brag about that great new
company you’re moving to. Answer questions honestly.
Don’t Act Like A Short-timer
Instead: Do your best to fend off short-timer syndrome. No
matter how you feel about the company or your boss, you want to
leave on a high note – be a pro to the end. In your final days, you
should strive to work at the same level that you have during your entire
tenure at the company.
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Don’t Get Lured Back
Employer will offer you more but don’t take it!
Instead: The moment you gave notice, your relationship
with your boss morphed into something that resembles the
relationship between an estranged couple. Now your spurned
boss, whatever his motives, has entered a bargaining phase
that often accompanies a breakup (I can change!).
Don’t Hold A Grudge
Instead: Let the past be the past. Don’t go around
badmouthing your former employer, especially not to a new or
prospective employer (or through social media). You’ll come
off as vindictive… and, maybe, even a bit obsessive. It’s not
healthy for your career or your psyche. And you never know
when you’ll run into these people again.
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3 HABITS OF THE ULTRA-SUCCESSFUL
YOU PROBABLY DON’T DO
Habit #1: Morning Success Ritual
Ultra-successful people have.
They’ll devote an hour or two each morning – first thing – to
taking care of themselves.
Habit #2: Master Your Mind-set
Fear paralyzes you and prevents action.
Ultra-successful people know this, and they actively work at
improving their mind-set every single day.
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Habit #3: Carefully Choose Who You Spend Time With
“You are the average of the five people you spend the
most time with.”
Ultra-successful consciously choose to find ways to spend
time with people they want to be like.
Split time in three ways
First, with mentors, or people you aspire to be like (if not in
person, than through reading or courses).
Second, with peers on your level.
And third, with people who aspire to be like you (so, acting as
a mentor).
Each type of person adds value to your life, and helps you
grow and achieve more
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Enjoy your work.
Don't treat Job as a Job, treat it as a Part of Life.
Always keep Learning.
Attitude matters a lot.
We are never Finished,
We are always Work-In-Progress.
Lalit Popli
Head IT
Business Transformation
Technology is backbone of business growth
Approach of Different Sized Banks becomes challenge in merging
Sales in MF
Talent is key part of Job responsibilty
People are Key in any Business.
Right Attitude Develops your Capabilities.
MF is Knowledge Centric Industry
Try best for having Work Life Balance
02
Shareplex has developed for networking data between R&T Agent & AMC.
Helps for Data driven decisions than a Feel driven disicions
Data Security
Data Security is much important in Finance Industry
SMAC is key to reach people
Social , Mobility, Analysis & Cloud
Open Culture helps organization, giving frank opinions.
03
Business Objectives drives Technology in Financial Industry
Customer Enangement over mobile is key driver for Mobility adaption.
MF industry has potential to grow.
New Government looks positive for country.
Always be Learner
Job Statisfaction is that important as Money.
Enjoy what you do.
Find elements of your Job that you enjoy for delivering better.
Lalit Popli
Head IT
Business Transformation
Technology is backbone of business growth
Approach of Different Sized Banks becomes challenge in merging
Sales in MF
Talent is key part of Job responsibilty
People are Key in any Business.
Right Attitude Develops your Capabilities.
MF is Knowledge Centric Industry
Try best for having Work Life Balance
02
Shareplex has developed for networking data between R&T Agent & AMC.
Helps for Data driven decisions than a Feel driven disicions
Data Security
Data Security is much important in Finance Industry
SMAC is key to reach people
Social , Mobility, Analysis & Cloud
Open Culture helps organization, giving frank opinions.
03
Business Objectives drives Technology in Financial Industry
Customer Enangement over mobile is key driver for Mobility adaption.
MF industry has potential to grow.
New Government looks positive for country.
Always be Learner
Job Statisfaction is that important as Money.
Enjoy what you do.
Find elements of your Job that you enjoy for delivering better.