PPT-Marketing at Initial Stage_new Bg_2

Business Partner :

Business Development

Toolkit

Sharekhan

How to use this presentation?

� Helps you do up your office like a Sharekhan Office

� Plan for the first big event for your outlet –

“Inauguration”

� Conducting day to day business development and

marketing activities

� Decide on what communication do you want to send

across to the clients/ prospects from the various

collaterals and tools available

Setting up your Sharekhan Outlet

What can I use ?

Signage/ Banners and Signage/ Banners and Signage/ Banners and Signage/ Banners and

Other Branding materialOther Branding materialOther Branding materialOther Branding material

These materials are used for the visibility of Sharekhan Brand iThese materials are used for the visibility of Sharekhan Brand iThese materials are used for the visibility of Sharekhan Brand iThese materials are used for the visibility of Sharekhan Brand in your local area as n your local area as n your local area as n your local area as

well as awareness about the association with Sharekhanwell as awareness about the association with Sharekhanwell as awareness about the association with Sharekhanwell as awareness about the association with Sharekhan

1

Signage / Glow Sign Signage / Glow Sign Signage / Glow Sign Signage / Glow Sign

BoardBoardBoardBoard

To be displayed at the entrance of the outlet (Key

signage for recognition of outlet) As applicable

2

Retail & Interior Retail & Interior Retail & Interior Retail & Interior

DesignsDesignsDesignsDesigns

Make your outlet look like a Sharekhan Branded

outlet. Internal signage's help in branding the

interiors of your workplace with various signage's for

a standardized Sharekhan outlet look and feel As applicable

3 BannersBannersBannersBanners

Helps in creating Sharekhan awareness & branding

and can also be used for all outdoor/ indoor

activities/ bigger events like exhibitions/ seminars

etc As applicable

4 PostersPostersPostersPosters

Motivational posters for your team - sales as well as

operations that are put up at strategic locations in

your outlet Rs. 5/- per poster

Signage

� Signage/Glow Sign Board has to be displayed at the entrance of your outlet.

� Helps in creating brand awareness & presence of Sharekhan in the local area.

� It is a pre defined format of Flex which has been approved by the regulators.

(You would not be able to change the format)

Signage Design

Signage Design Display

Retail & Interior Design

� Makes your outlet look like a Sharekhan Branded

Outlet. Creating Sharekhan “Look and Feel”

� Internal Signage's help in branding the interiors of our

workplace with various signage's/ posters etc.

Office Entrance

Welcome

PanelGlass Door

frosted Film

Entrance Panel - 1 Entrance Panel - 2

Reception Area

Reception Back Drop Logo Product Panel

Display of Reception Area

Dealing Room/Trading Room : Internal Designs

1 2 3 4

65

Roll Up Banner Stand : Designs

1 2 3 4

5

((((Size–11.5*16.5 inches) (Size-14*19 inches) (Rs. 2.60/- per card)

Invitation card & EnvelopePosters

(Cost – Rs. 5/- per poster)

Banner Designs (Std Size – 6x3 feet)

1 2 3

4 5 6

Banner Designs (Contd.2)

8 9

10 1211

7

StationeryStationeryStationeryStationery

NOTE :NOTE :NOTE :NOTE :

1.1.1.1. All costs are subject to Quantities Printed.All costs are subject to Quantities Printed.All costs are subject to Quantities Printed.All costs are subject to Quantities Printed.

2. Printing of Address/ Tel. numbers on brochure / fliers will b2. Printing of Address/ Tel. numbers on brochure / fliers will b2. Printing of Address/ Tel. numbers on brochure / fliers will b2. Printing of Address/ Tel. numbers on brochure / fliers will be @ e @ e @ e @ RsRsRsRs. 120/. 120/. 120/. 120/---- per 1000 per 1000 per 1000 per 1000

(additional to the cost of the brochure / flyer mentioned above)(additional to the cost of the brochure / flyer mentioned above)(additional to the cost of the brochure / flyer mentioned above)(additional to the cost of the brochure / flyer mentioned above)

S. NoS. NoS. NoS. No Marketing MaterialMarketing MaterialMarketing MaterialMarketing Material Costing (per Flier/ Costing (per Flier/ Costing (per Flier/ Costing (per Flier/ BroucherBroucherBroucherBroucher)))) Minimum Qty to be OrderedMinimum Qty to be OrderedMinimum Qty to be OrderedMinimum Qty to be Ordered

1 Visiting Cards 0.60 p each card 200 qty

2 Plain/ Window Envelopes 0.35 p per env 1000 qty

3 Orange Envelope (A4 size) Rs. 2.25 per env 500 qty

4 Brown Envelope (A4 size) 0.95 p per env 500 qty

5 Plastic White Cover Rs. 3/- per cover 500 qty

Plain/Window Envelope (Size

– 4.25*9.25 inches)

Sample Design – Visiting Card

Brown Envelope (Size – 10*12 inches)

White Plastic Cover (Size – 12*17 inches)

Orange Envelope (Size – 9*12 inches)

Getting Started : Inauguration

Event

Inauguration of your outlet

� Inauguration of your outlet helps in getting your first set of clients at

the time of starting your business. It also helps to create Sharekhan's

outlet presence in your location.

Pre-Inauguration Checklist:-

• Group code allotment.

• Sharekhan signage for your outlet.

• Product/Process/Operations Training for you as well as your staff.

• Look and feel of your outlet as a Sharekhan outlet.

• Visiting card.

• Invitation cards for sending across formal invites to your prospects

(Cost: Rs 2.60/- per card)

Inauguration – Before the event

• Creating the "Look & Feel" of Sharekhan outlet by displaying banner/retail &

internal design.

• Deciding the date and venue of inauguration

• Deciding on the no. of people to be invited

• In case prospects, then procuring the database for calling, sending invitation.

• Freeze on the collaterals required for the event.

• Freeze on the cost for the event and taking due approvals for the same.

• Sharekhan resource who would attend the inauguration

• Content and length of the presentation (Wherever needed)

• Sending the invites for inauguration : Information about the event -- This can be

done by Word of mouth or by distributing Invitation cards to the invitees

(depending on the type of event being conducted – either a small gathering or

a bigger format inauguration).

• Arrangement for laptop/Projector/Demo CD for presentation.

• Arrangement of Local newspaper coverage etc – This can be released only This can be released only This can be released only This can be released only

after due approval from HOafter due approval from HOafter due approval from HOafter due approval from HO

Inauguration – On the day of event

• Drop box for visiting cards/ register to note down the names of people who

attended.

• Decoration/Gate Arch/Others at the Venue as required.

• Opening/Ribbon cutting ceremony by a well known person within the

locality/region/ your relative/ key client.

• Inauguration ceremony (Puja) as required.

• Presentation by Sharekhan personnel -- Can allot a specific time for the

same.

• Q&A session with Sharekhan personnel.

• High Tea as required.

• Marketing collaterals can be distributed – (Collateral name: 7 benefits of

Online trading.)

• Local PR- Thru our PR dept - Coverage in local newspaper/ News channel/

Local magazine etc

Post Inauguration event

• Follow-up on the leads collected during the event for account opening

• Getting your FIRST 50FIRST 50FIRST 50FIRST 50----100 100 100 100 Accounts to kick start the business

• Sending across the lead report to HO and related docs

Conducting Events :

Business Development

Visibility of Sharekhan in your Local area (Brand visibility) :• The key to retail outlet is the visibility. Make your presence felt & leverage on the

brand.

• Any Business Development/ marketing activity conducted in the local area would

make people aware about the presence of Sharekhan in that area and your

association with Sharekhan as an Authorized person

Client Acquisition and Business Development:• Key to this business is regular client addition-More local activities/ event would

lead to higher client addition

Importance: Business Development

Activities

Must Have’s for Activities

Post event detailing and results:

• Lead report should be sent by the BP.

• Debit note should be sent along with supporting documents

(e.g.-original bills, photographs etc)

Approvals:Approvals:Approvals:Approvals:Budget:Budget:Budget:Budget:Plan:Plan:Plan:Plan:

Conceptualizing

a plan for

conducting the

activity

Conducting the Conducting the Conducting the Conducting the

events:events:events:events:

Deciding on the

investment V/s

result for the

activity

Taking requisite

approvals from

Regulators/

Sharekhan HO

Delivery at the

event as per the

plan to get the

right results

Key Activities

Conducting a SeminarConducting a SeminarConducting a SeminarConducting a Seminar

Types of Seminars

• Acquisition Seminar :Acquisition Seminar :Acquisition Seminar :Acquisition Seminar :---- Mass client acquisition (Based on Sharekhan

product/ services)

• For Professionals For Professionals For Professionals For Professionals :- Doctors/CA’s/Other Big ticket professionals.

• Additional Product Seminars Additional Product Seminars Additional Product Seminars Additional Product Seminars :- Exchange traded funds/AMC meets/PMS

seminars.

• Specials Specials Specials Specials :- Budget/Market Outlook.

• Client Seminars Client Seminars Client Seminars Client Seminars :- Retail/HNI.

Pre-Seminar Checklist

• Deciding on the topic of the seminar.

• Deciding on the target audience for the topic to be covered.

• Budget for the seminar – Location/ venue/ refreshments/mic /projectors,

etc.

• Date of the seminar.

• Number of people to be invited – Database as well as follow-up for

invitation and attendance at the seminar.

• People addressing at the seminar – Sharekhan Resource/ external

speakers.

• Content and presentation for the seminar.

Detailing of the Seminar

ActivityActivityActivityActivity DetailingDetailingDetailingDetailing Tentative time to be takenTentative time to be takenTentative time to be takenTentative time to be taken

Collecting visitors detail at the

entrance of the event through

visiting cards or writing down the

names.

Ongoing

Presentation by Franchisee

Owner

Welcome note by the Franchisee

Owner to all the people

participating in seminar. The idea

behind this is to give formal

introduction to the clients and

about his association with

Sharekhan.

15-20 minutes

Presentation on the key topic of

the seminar – By Sharekhan

Resource/ Franchisee Owner/

External Speaker

Addressing the participants on

the key topic of the seminar-

Retail client/HNI/Product

detailing etc.

2 hours

Q&A session Franchisee owner/sharekhan

resource to address to all the

queries raised by the people

attending the seminar

30 minutes

High tea/refreshments. Informal interaction with the

gathering along with high

tea/refreshment.

Till the closing session.

Tentative Cost

Seminar (100 people)Seminar (100 people)Seminar (100 people)Seminar (100 people) Total ExpensesTotal ExpensesTotal ExpensesTotal Expenses

Cost of the venue Would depend on the venue and no. of people

invited

Peripherals for presentation : MIC/ Speakers/

Projectors/ Writing pads etc

3000-4000

High tea 20000 (at approx : Rs. 200 per head)

Participation in an ExhibitionParticipation in an ExhibitionParticipation in an ExhibitionParticipation in an Exhibition

Types Of Exhibition

� Events conducted by regulatorsEvents conducted by regulatorsEvents conducted by regulatorsEvents conducted by regulators:- NSDL/CDSL/ NSE/ BSE in your city.

� FairsFairsFairsFairs:-Book fairs/Trade fairs/Consumer Expo.

Pre-Exhibition Checklist

• Deciding on the theme of exhibition (Consumer fair/ Financial Services/ Books

and periodicals/ Industry specific exhibitions/ Educational fairs etc).

• Participation in the exhibition if its being held in the vicinity of your office/

target area.

• Duration of the exhibition (3days-4days etc).

• Expected footfalls – No. of people attending per day/ during the tenure of the

exhibition.

• Understanding the audience/profile of the people who would be attending and

if they can be the target audience for our business.

• Budget/costing for participation.

• Selection of stall location/ visibility within the exhibition, if participating, and

requirement for setting up the stall (marketing collaterals/banners/sales

executive/Product CDs etc).

Detailing of Exhibition

Resource/ ActivityResource/ ActivityResource/ ActivityResource/ Activity DetailingDetailingDetailingDetailing

Resource for Product demo/ Explanation Sales Executive to discuss Products/

Services of Sharekhan for visitors.

Resource for distribution of collaterals Sales Executive for distribution of

collaterals/ pamphlets at the stall/ critical

points within the exhibition area and direct

visitors to the stalls.

Can keep running the sharekhan screen

saver through-out the exhibition.

This would help in attracting more and more

people who would be curious to know more

about sharekhan.

Collecting the visiting cards of the people

who comes at the stall/writing down their

name and contact details.

Prospect data for contacting them post the

exhibition (Client Acquisition)

Budget/Costing of participation in the exhibition varies as per Budget/Costing of participation in the exhibition varies as per Budget/Costing of participation in the exhibition varies as per Budget/Costing of participation in the exhibition varies as per the the the the

size/location/ participation.size/location/ participation.size/location/ participation.size/location/ participation.

SponsorshipSponsorshipSponsorshipSponsorship

Types of Sponsorships

� Advertisement/ Listings in:Advertisement/ Listings in:Advertisement/ Listings in:Advertisement/ Listings in:---- Directory/booklet of business

association/industrial association.

� Annual Days and Member meets:Annual Days and Member meets:Annual Days and Member meets:Annual Days and Member meets:---- Rotary club/lions club.

� Events:Events:Events:Events:----As key sponsor for a social cause event (blood donation/ health

check-ups etc).

Key points to remember while sponsoring an event

• Deciding on the details of sponsorship:

� Participation in presentations or,

� Sponsoring the event or,

� Advertising in the event booklet/ invites etc or,

� Sponsoring the prizes,

� Putting up banners at an event/ centre stage etc.

• The target audience who would be a part of the event/ activity and expected

results from participation

• Deciding on the Budget/costing.

Detailing of the sponsorship

• The presentation should be relevant as per the product/services offered.

• Sponsoring the event/prize:-The various ways of sponsoring the prize in the

event are as follows:-

� Special Schemes/Offer.

� Prize sponsorship:- we can offer any product/gifts (with Sharekhan

branding on it).

• Banner/Hoarding:-Selection of the right positioning of the banner/hoarding

so as to grab attention of the viewers. Content for the same should be pre-

approved from Sharekhan HO.

AdvertisementAdvertisementAdvertisementAdvertisement

Various ways of Advertising

� Announcements Announcements Announcements Announcements :- For new scheme/ existing schemes or products

� Special Events :Special Events :Special Events :Special Events :---- New year/ Festivals/ Anniversary of the outlet.

� Client Acquisition :Client Acquisition :Client Acquisition :Client Acquisition :---- In Mass media – Print/ Television

� RecruitmentRecruitmentRecruitmentRecruitment :- Sales Executive / Dealer

Detailing of Advertisements

Advertisements helps us in branding as well as promotion through proper

advertisement & media. The benefits of using Sharekhan products can be effectively

inculcated in clients by proper advertising and selecting the right medium .

Print MediaPrint MediaPrint MediaPrint Media:-Newspaper/Magazine/Booklet to promote the following:-

� Launching of schemes

� Branding

� Recruitment

� Special Schemes

Electronic mediaElectronic mediaElectronic mediaElectronic media:-Video Ads/local cable scrollers

Key points to remember while putting an Ad in the

Newspaper/TV

• Press Media / Business MagazinePress Media / Business MagazinePress Media / Business MagazinePress Media / Business Magazine

� Size of the Ad.

� Content of the AD.

� Color/Black and white.

� Name of the newspaper/magazine

� No. of circulation of that particular newspaper/magazine in a specified area.

� Budget.

• Electronic MediaElectronic MediaElectronic MediaElectronic Media

� Content of the Ad

� Duration of the Ad & Time slot

� Channels in which Ad will be put

� Budget

Samples of Print Ad

• Branding AdBranding AdBranding AdBranding Ad:- The Ad helps in brand

promotion. It also helps in creating

brand awareness in a particular

location so as to attract / acquire

more clients.

• Recruitment AdRecruitment AdRecruitment AdRecruitment Ad:-.Recruitment of the

right candidate for your organization

based on the responsibility.

Electronic Media:Electronic Media:Electronic Media:Electronic Media:----We have a

standard set of Sharekhan TV

commercials/Cable scrollers etc.

Outdoor Activities for Client Outdoor Activities for Client Outdoor Activities for Client Outdoor Activities for Client

AcquisitionAcquisitionAcquisitionAcquisition

Importance of doing an Outdoor Activity

• These kind of activities are primarily done to increase brand recall /

awareness in the vicinity.

• It is very cost effective way of acquiring new client.

• Based on the audience:

� Hoarding / Lollypop : Addressing huge audience

� Umbrellas/ Canopy : Focused Activity

What can I use?

Outdoor Sales / Outdoor Sales / Outdoor Sales / Outdoor Sales /

Promotional ActivityPromotional ActivityPromotional ActivityPromotional Activity

These materials are used for the visibility of Sharekhan in yourThese materials are used for the visibility of Sharekhan in yourThese materials are used for the visibility of Sharekhan in yourThese materials are used for the visibility of Sharekhan in your local area as well as local area as well as local area as well as local area as well as

for mass acquisition / promotional activityfor mass acquisition / promotional activityfor mass acquisition / promotional activityfor mass acquisition / promotional activity

1 HoardingHoardingHoardingHoarding

This can be placed at key locations within your city

to catch maximum attention. The general size is

about 20ft X 10ft and can be used for lead

generation as well as creation of awareness about

the products

As applicable (depending on the

size)

2 LollypopLollypopLollypopLollypop

These are smaller Sharekhan signage's generally

put in the compounds around your building for

visibility.

As applicable (depending on the

size)

3

Umbrella for setting up Umbrella for setting up Umbrella for setting up Umbrella for setting up

temporary sales temporary sales temporary sales temporary sales

stationsstationsstationsstations

These are Sharekhan branded umbrellas in large

sizes which are used for setting up temporary sales

stations outside housing societies/ malls/ office etc. Rs. 1038/- per umbrella

4 Canopy / TentCanopy / TentCanopy / TentCanopy / Tent

Canopies and tents are used to set up larger

temporary sales stations which are used for 2-3 days

at the event. Rs. 4725/- each

Hoarding

• This can be placed at key locations within your city to attract attention of

the prospects.

• Cost – As applicable (depending on the size)

Outdoor Sales / Promotional Activity

Canopy / Tent

Cost – Rs. 4725/-

Display of Umbrella

(Rs. 1038 per

umbrella)

Lollypop

Cost – As applicable

(depending on the size)

The Sharekhan Collaterals and

Tools

Marketing CollateralsMarketing CollateralsMarketing CollateralsMarketing Collaterals

Usage: These Collaterals can be kept at the reception of your ofUsage: These Collaterals can be kept at the reception of your ofUsage: These Collaterals can be kept at the reception of your ofUsage: These Collaterals can be kept at the reception of your office/ used for fice/ used for fice/ used for fice/ used for

distribution and visibility for mass client acquisition, as bulkdistribution and visibility for mass client acquisition, as bulkdistribution and visibility for mass client acquisition, as bulkdistribution and visibility for mass client acquisition, as bulk inserts in newspapers inserts in newspapers inserts in newspapers inserts in newspapers

and by the sales team at the time of meeting a new clientand by the sales team at the time of meeting a new clientand by the sales team at the time of meeting a new clientand by the sales team at the time of meeting a new client

1 Online FlyerOnline FlyerOnline FlyerOnline Flyer

Explains the benefit of online trading to the end

client

70 paisa per flyer without

address print / Rs 120 additional

per 1000 for address print

2 Multi Channel FlyerMulti Channel FlyerMulti Channel FlyerMulti Channel Flyer

Explain the various ways in which the client can

approach you/sharekhan for day to day trade

related queries and execution




3 First Step FlyerFirst Step FlyerFirst Step FlyerFirst Step Flyer

Taking the first step in stock broking. For the new

client and helping them to build the first portfolio.




4 Trade Tiger FlyerTrade Tiger FlyerTrade Tiger FlyerTrade Tiger Flyer

The advantages of the our online trading software

"Trade Tiger". Gives a preview of the features and

advantages available to the end client.




5 Dial n Trade FlyerDial n Trade FlyerDial n Trade FlyerDial n Trade Flyer

Tell about the advantages of one of the multiple

channel available for the client for trade execution

and advice.


address print

6 DeDeDeDe----Mat FlyerMat FlyerMat FlyerMat Flyer

Illustrates the features and schemes on Sharekhan

De-Mat account. Can be used as a tool for client

acquisition




7 Commodities FlyerCommodities FlyerCommodities FlyerCommodities Flyer

Explains the benefit of commodity trading with

sharekhan.


address print / Rs 120

additional per 1000 for address

print

Product CollateralsProduct CollateralsProduct CollateralsProduct Collaterals

These Collaterals give information about the products in specifiThese Collaterals give information about the products in specifiThese Collaterals give information about the products in specifiThese Collaterals give information about the products in specific and are used for c and are used for c and are used for c and are used for

sharing information with new/ existing clients who are interestesharing information with new/ existing clients who are interestesharing information with new/ existing clients who are interestesharing information with new/ existing clients who are interested in the specific d in the specific d in the specific d in the specific

products. They are not used as newspapers inserts or for mass diproducts. They are not used as newspapers inserts or for mass diproducts. They are not used as newspapers inserts or for mass diproducts. They are not used as newspapers inserts or for mass distribution.stribution.stribution.stribution.

1 Ultimate BrochureUltimate BrochureUltimate BrochureUltimate Brochure

A Comprehensive collateral giving details of all

products and services offered by Sharekhan. Give a

glimpse of what client can expect once they join

hands with us.

Rs 3 per brochure without



print

2

Currency Derivatives Currency Derivatives Currency Derivatives Currency Derivatives

(FAQ)(FAQ)(FAQ)(FAQ)

The Frequently Asked Questions (FAQs) for currency

derivative segments, answered in a simple

language.

Rs 3 per brochure without



print

3 PMS KitPMS KitPMS KitPMS Kit

Gives the details of Sharekhan Portfolio

Management Services (PMS) and the various

schemes available that the client can choose based

on their individual profiles Rs 15 per kit

Marketing CollateralsMarketing CollateralsMarketing CollateralsMarketing Collaterals

Usage: These Collaterals can be kept at the reception of your ofUsage: These Collaterals can be kept at the reception of your ofUsage: These Collaterals can be kept at the reception of your ofUsage: These Collaterals can be kept at the reception of your office/ used for fice/ used for fice/ used for fice/ used for

distribution and visibility for mass client acquisition, as bulkdistribution and visibility for mass client acquisition, as bulkdistribution and visibility for mass client acquisition, as bulkdistribution and visibility for mass client acquisition, as bulk inserts in newspapers inserts in newspapers inserts in newspapers inserts in newspapers

and by the sales team at the time of meeting a new clientand by the sales team at the time of meeting a new clientand by the sales team at the time of meeting a new clientand by the sales team at the time of meeting a new client

8 Mutual Fund FlyerMutual Fund FlyerMutual Fund FlyerMutual Fund Flyer

Explains the benefit of investing in mutual funds

through sharekhan along with availability of Online

MF execution on the "Trade Tiger" platform




print

9 Paisa Paisa Paisa Paisa VasoolVasoolVasoolVasool FlyerFlyerFlyerFlyer

Explains the various AMC schemes available for a

new client at the time of account opening or for

changing regular brokerage business to AMC

schemes for existing clients




print

10

Invest online in IPO Invest online in IPO Invest online in IPO Invest online in IPO

and MF brochureand MF brochureand MF brochureand MF brochure

Briefs on how to invest in MF and IPO through

online platform

Rs 1.50 per brochure without

address / Rs 120 additional per

1000 for address print

FLYERS & BROCHURESFLYERS & BROCHURESFLYERS & BROCHURESFLYERS & BROCHURES

Usage of Collateral:Usage of Collateral:Usage of Collateral:Usage of Collateral:

-Within your office (at

reception)

- By Sales team for mass

acquisition activity

-Newspaper inserts/

other marketing activity

Cost of Collateral:Cost of Collateral:Cost of Collateral:Cost of Collateral:

- 70 paisa per flyer

without address print

- Rs 120 additional per


ONLINE FLYERONLINE FLYERONLINE FLYERONLINE FLYER

Importance :Importance :Importance :Importance :

-One pager (front and

back)

-Explains the benefits

of Online Trading

system and platform

for the end client.

MULTICHANNEL FLYERMULTICHANNEL FLYERMULTICHANNEL FLYERMULTICHANNEL FLYER


-One pager (front and

back)

-Explain the various

ways in which the client

can approach you /

Sharekhan for day to

day trade related

queries and execution.



reception)

-By Sales team for

mass acquisition activity.

-Newspaper inserts &other

marketing activity.


-70 paisa per flyer without

address print.

-Rs 120 additional per

1000 for address print.

FIRST STEP FLYERFIRST STEP FLYERFIRST STEP FLYERFIRST STEP FLYER


-One pager (front &

back)

-Taking the first step

in stock broking.

-For the new client &

helping them to build

their first portfolio.

TRADE TIGER FLYERTRADE TIGER FLYERTRADE TIGER FLYERTRADE TIGER FLYER


-One pager (front &

back)

-The advantages of our

trading software “Trade

Tiger” gives a preview

of the features &

advantages available to

the end client.


-As collateral within your

office (at reception)

-By Sales team to

highlight the service

offered.

-Newspaper inserts &

other marketing activity

DIALDIALDIALDIAL----NNNN----TRADE FLYERTRADE FLYERTRADE FLYERTRADE FLYER


-One pager (front)

-Tell about the advantages of one of

the multiple channel available for the

client for trade execution & advice.

Cost for Collateral:Cost for Collateral:Cost for Collateral:Cost for Collateral:

-60 paisa per flyer without

address print.

DEDEDEDE----MAT FLYERMAT FLYERMAT FLYERMAT FLYER


-One pager (front)

-Illustrates the features & schemes on

Sharekhan De-Mat account.

-Can be used as a tool for client

acquisition.


-60 paisa per flyer without address

print.

-Rs 120 additional per 1000 for

address print



reception)

-By Sales team for mass

acquisition activity

-Can be distributed at any

promotional activity.


-70 paisa per flyer

without address print

-Rs 120 additional per


COMMODITY FLYERCOMMODITY FLYERCOMMODITY FLYERCOMMODITY FLYER


-One pager (front &

back)

-Explains the benefit

of Commodity trading

with Sharekhan.

MUTUAL FUND FLYERMUTUAL FUND FLYERMUTUAL FUND FLYERMUTUAL FUND FLYER


-One pager (front & back)

-Explains the benefits of

investing in Mutual Funds

through Sharekhan along

with availability of Online

MF execution on the Trade

Tiger platform.

PAISA VASOOL FLYERPAISA VASOOL FLYERPAISA VASOOL FLYERPAISA VASOOL FLYER


-One pager (back to back).

-Explains the various AMC schemes

available for a new client at the time

of account opening or for changing

regular brokerage business to AMC

schemes for existing clients

Usage:Usage:Usage:Usage:

-As collateral within your office (at

reception)

-By Sales team for mass acquisition

activity.

-Can be distributed at other

promotional activity / Newspaper

inserts.

Cost:Cost:Cost:Cost:

----70 paisa per flyer without address

print

-Rs 120 additional per 1000 for

address print

INVEST ONLINE IN MF & IPO BROCHUREINVEST ONLINE IN MF & IPO BROCHUREINVEST ONLINE IN MF & IPO BROCHUREINVEST ONLINE IN MF & IPO BROCHURE


- Four pager brochure.

- Briefs on how to invest in MF & IPO

through ONLINEONLINEONLINEONLINE platform.


- As collateral within your office (at

reception)

- By Sales team for mass acquisition

activity.

- Can be distributed at other promotional

activity.

- *NOTNOTNOTNOT to be used as Newspaper inserts.


- Rs. 1.50 per brochure without address

print.

- Rs 120 additional per 1000 for address

print.

ULTIMATE BROCHUREULTIMATE BROCHUREULTIMATE BROCHUREULTIMATE BROCHURE


- Four pager Brochure

- A comprehensive collateral giving details

of all products & services offered by

Sharekhan.

- Gives a glimpse of what client can expect

once they join hands with us.

Usage :Usage :Usage :Usage :

- As collateral within your office.

- *NOTNOTNOTNOT be used as Newspaper inserts.

- Can be distributed at any promotional

activity or can be carried by the Sales

Executive to a prospect meeting.

Cost: Cost: Cost: Cost:

- Rs. 3 per brochure without address print


print

CURRENCY DERIVATIVE CURRENCY DERIVATIVE CURRENCY DERIVATIVE CURRENCY DERIVATIVE –––– FAQFAQFAQFAQ


- Three pager brochure (front & back)

- The Frequently Asked Questions (FAQs)

for Currency derivative segments,

answered in a simple language.



reception)

- Can be distributed at any promotional

activity.

- NOTNOTNOTNOT to be used as Newspaper inserts.


- Rs. 3 per brochure without address print


print.

PMS KITPMS KITPMS KITPMS KIT


-Gives the details of Sharekhan

Portfolio Management services

(PMS) & the various schemes

available that the client can

choose based on their individual

profiles.



reception)

- Can be offered to HNI client.

---- NOTNOTNOTNOT to be used as Newspaper

inserts.


- Rs. 15 per kit.

For further details on Business Development/ Marketing activities and

collaterals pl. get in touch with:

1. Your RFM/ RAM – At Your servicing branch

2. At HO - Jinal Shah ([email protected])

THANK YOU

PPT-Marketing at Initial Stage_new Bg_2

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