New Business Acquisition and Opening E-Wealth Accounts

Abstract

NJ Group is a financial services company based out of Surat in Gujarat which deals in financial products like mutual funds, bonds, equity, portfolio management services and more. The company works in B2B mode and its businesses expands from financial products distribution to asset management, real estate, insurance broking, training & development, technology and distribution of organic foods product. It has offices in 95+ locations in India, and some outside India. It has around 1500 employees and more than 25000 advisors in its network. It is a leading player in the industry. There were many interns hired during this summer internship period. Our responsibilities and duties were same, which majorly involved opening of Trading & Demat accounts known as “e-wealth accounts” here at NJ. The other work given was to reach out to potential customers and pitch to them that they join with NJ as financial advisors, and at the same time invite them to the fortnightly seminars conducted by NJ. The report gives an in-depth view of the responsibilities, learning and the industry of the company.