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1.1 HISTORY OF SHAREKHAN

Brief Introduction to SHAREKHAN

Sharekhan traces its lineage to SSKI, an organization with more than eight decades of trust &
credibility in the stock market.

Sharekhan started of as retail arm of SSKI*

Pioneers of online trading in India- Sharekhan.com was launched in 2000 and is now the
second most visited broking site in India
Has one of the largest network of Share shops in the country
Has attracted investment from leading Private equity players of the world

Sharekhan is an equities focused organization tracing its lineage to SSKI(Shripal Sevantilal

Kantilal Ishwarlal), a veteran equities solutions company with over 8 decades of experience in the
Indian stock markets.

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GENERAL INFORMATION
NAME

Sharekhan Limited

HEAD OFFICE

SHAREKHAN LTD.
10th Floor, Beta Building,
Lodha iThink Techno Campus
Off. JVLR, Opp. Kanjurmarg Railway Station,
Kanjurmarg (East),
Mumbai 400042,Maharashtra.

TYPE OF BUSINESS:

Pvt. Ltd.

PH NO

:1800 270 7050 / 1800 22 7004 / 1800 22 7050

E-MAIL

: igc@sharekhan.com

WEB SITE

: www.sharekhan.com

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SHAREHOLDERS & THE MANAGEMENT TEAM

SHAREHOLDERS
CITI VENTURE CAPITAL AND OTHER PRIVATE EQUITY FIRMS
BARINGS PVT EQUITY ASIA
IDFC
EMPLOYEES

MANAGEMENT TEAM
TARUN SHAH
JAIDEEP ARORA
SHANKAR VAILAYA

1.2 VISION
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CEO
DIRECTOR- PRODUCTS & TECHNOLOGY
DIRECTOR- OPERATIONS

To empower the investor with quality advice and superior service to help him take better
investment decisions. We believe that our growth depends on client satisfaction.

1.3 MISSION
To provide the best customer service and product innovation tuned to diverse needs of
clientele
Continuous up-gradation with changing technology, while maintaining human values.
Respond to progressive globalization and achieving international standard.
Efficiency and effectiveness built on ethical practices.

1.4 CORE VALUE

Customer satisfaction through

Providing quality service effectively and efficiently

Smile, it enhances your face value is a service quality stressed on periodic

customer service Audits

Maximization of stakeholder value

Success through Teamwork, integrity and People

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1.5 Major players of share khan:

S. S. Kantilal Ishwarlal Securities Pvt. Ltd. (sharekhan.com)

ICICI WEB TRADE LTD. (ICICIdirect.com

KOTAK SECURITIES LIMITED (kotakstreet.com

India Bulls

MOTILAL OSWAL SECURITIES LTD. (MOSt)

HDFC SECURITIES LTD (HDFCsec)

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1.7 PRODUCT
Share khans product are basically divided in to online and offline product

Share Khan
OffLine

On line

Classic

A/c

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Trade
tiger

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Management Information system

2.1 LEAD MANGEMENT SYSTEM

Quality lead management is a significant part of marketing effectiveness. Poorly

managed leads not only reduce sales efficiency and increase cost, but also can
widen the gap between sales and marketing, contributing to a loss of productivity,
and a failure to reach critical objectives. Many lead management solutions exist,
but few are designed for seamless integration with other marketing management
solutions. For enterprises and marketing organizations seeking a superior lead
management application that can simplify the qualification, distribution, and

follow-up of leads, LMS has the solution.

LMS a complete end-to-end lead management web application

LMS is a leading marketing management solution that integrates all aspects of

enterprise marketing into a single easy-to-use platform.

2.2 OBJECTIVE / VISION

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LMS gives you the ability to better manage the qualification, enrichment, distribution, and
feedback loop on leadsleading to improved closure rates and increased marketing ROI. With
LMS lead management solution, you can get higher-quality leads to the right people at the right
time and get greater visibility into what happens afterward
Deliver actionable knowledge with immediate feedback on lead status as well as reasons for
rejectionincluding what messaging, offers, and channels are most effective at each stage in the
sales process.

2.3 USERS OF THIS SYSTEM

A. Administrator
B. Managers
C. Agents (Executive)

2.4 FUNCTIONAL REQUIREMENT

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Online Registration.
User-friendly Interface.
Verification, re-verification of customer details and confirmation of conversion of simple
customer to a lead for an organization.

SMS and Email alerts to customers related to their registration and any task performed by
the customers on LMS.
Easy intake of users need: Origin, Requirements, Dates, scheme-preferences.
Simple interface for Terms & Conditions.
End to end interaction of customers with Agents.

2.5 NON- FUNCTIONAL REQUIREMENT

Secure access of confidential data (users details). SSL can be used.

24 X 7 availability.

Better component design to get better performance at peak time.

Flexible service based architecture will be highly desirable for future extension

2.6 Old System

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The company can manage the lead management of the customer by using the old system.
Employee were using paper generating the lead of the customer and manage it that was the time
and money consuming system, so many of the company can use it but some of their it
compulsory. The old system is totally base on paper work. Because of old system company has
face many problem on that time.

2.7 New System

The company can use the new system for the employee, employee can use online system of the
company . by using the system employee can work fast and with satisfaction. their is the new
software will for managing a lead. Employee will store his data in the computer. Because of this
system employee done his work in less time and because of this system their senior manager can
also check the data whether it was right or wrong and it is very helpful for the company in future
object.

2.8 Supported Technologies & Requirements

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Database Systems Corp. (DSC) is a leading provider of call center technology including contact
management software and call center phone systems. Our sales lead tracking software gives a
competitive edge when managing the business leads and prospects. Business leads, whether
home grown or purchased from lead generation firms, have a very short shelf life in most
markets. That is why it is so important to have a sales lead tracking system in place to help to the
sales representatives provide the most efficient use of these leads. Company CRM software,
Telemation, includes both comprehensive lead management and lead tracking features that keep
the sales representatives current with the needs for business prospects and customers.

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Snapshots of lead management system

3.1 Log In page

This is the login id page of lead management system of share khan pvt. Ltd., the user
name(employee name) and password for operating the software.

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3.2 Task update

Task update data which provide by company to the employee for doing a daily task.Employee
get the work what they have to do and also updated daily work in this software

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3.3 Call Updates

When the employee call any customer they getting the update of their customer, they wants to
meet today or tomorrow in call updates employee can write it down .

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3.4 Visit updates

The visit updates is that the who meet the employee and the information is updated by this
software with name city as well as contact number all are the thing updated in this software.

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3.5 Activity Updates

This is the activity updates this snap shot is provide that what are the activity done by employee
in the organization. How many calls as well as how many visited the customer by employee all
the activities updated in this software.

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Annual activity updates(annual lead report)

This is the annual lead report what are the activities done by employee in the company. In this
report call updated as well as visit updates all the data are record automatically store in annual
lead report.

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3.6 Advantages of this system

Improve lead quality and conversion.

Enhance lead distribution with automated lead routing based on defined business rules.
Achieve timely follow-up with immediate alerts when a new lead is waiting, and

automatic reassignment when a lead is not acted upon in a timely fashion.

Get valuable feedback with real-time visibility into the distribution of leads, and follow-

up on lead quality.
Deliver actionable knowledge with immediate feedback on lead status as well as reasons
for rejectionincluding what messaging, offers, and channels are most effective at each

stage in the sales process.

Like all LMS marketing management software components, LMS is based on an open
architecture that makes implementation easy and allows you to leverage your existing IT
infrastructure and data.

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Conclusion
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The lead management system process is very easy to use for every one so anybody can
operate it while using the login id and password.
The system can use by the employee of the company for daily or weekly reporting.
Because of the system employee can easily identify their customer name number and other
detail. This system helps them to learn more and generating a new customer lead.
The system helps for creating a customer lead management, activity updates, call updates,
visit updates, task updates the system giving all important services trough the company
polices and software.
The system can also provide another service like MIS Report, Annual Report, Mailing
Report, Monthly Report , Registration and Confirmation Reports, using this services a
employee can easily check the correct details of the customer.

Bibliography:
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 http://www.q4points.com/2012/04/history-of-sharekhan.html
https://www.google.co.in/search?
rlz=1C1CHMO_enIN506IN511&es_sm=93&sclient=psyab&q=www.
+share+khan+.com....history+of+share+khan&btnG=#es_sm=93&q=
www.+share+khan+.com....services+of+share+khan+of+share+khan.

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