Sharekhan

Business Partner :
Business Development
Toolkit
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 These materials are used for the visibility of Sharekhan Brand in
in your local area as
Other Branding material well as awareness about the association with Sharekhan

Signage / Glow Sign To be displayed at the entrance of the outlet (Key

1 Board signage for recognition of outlet) As applicable
Make your outlet look like a Sharekhan Branded
outlet. Internal signage's help in branding the
Retail & Interior interiors of your workplace with various signage's for
2 Designs a standardized Sharekhan outlet look and feel As applicable
Helps in creating Sharekhan awareness & branding
and can also be used for all outdoor/ indoor
activities/ bigger events like exhibitions/ seminars
3 Banners etc As applicable
Motivational posters for your team - sales as well as
operations that are put up at strategic locations in
4 Posters 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

Entrance Panel - 1 Entrance Panel - 2

Welcome Glass Door
Panel frosted Film
Reception Area

Reception Back Drop Logo Product Panel

Display of Reception Area

Dealing Room/Trading Room : Internal Designs

1 2 3 4

5 6
Roll Up Banner Stand : Designs

1 2 3 4

5
 Posters Invitation card & Envelope

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

(Cost – Rs. 5/- per poster)

Banner Designs (Std Size – 6x3 feet)

1 2 3

4 5 6
Banner Designs (Contd.2)

7 8 9

10 11 12
Stationery

S. No Marketing Material Costing (per Flier/ Broucher)

Broucher) Minimum 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

NOTE :
1. All costs are subject to Quantities Printed.
2. Printing of Address/ Tel. numbers on brochure / fliers will be
be @ Rs.
Rs. 120/-
120/- per 1000
(additional to the cost of the brochure / flyer mentioned above)
Sample Design – Visiting Card

White Plastic Cover (Size – 12*17 inches)

Orange Envelope (Size – 9*12 inches)

Brown Envelope (Size – 10*12 inches)

Plain/Window Envelope (Size
– 4.25*9.25 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
after 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 50-
50-100 Accounts to kick start the business
• Sending across the lead report to HO and related docs
 Conducting Events :
Business Development
 Importance: Business Development
Activities

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
 Must Have’s for Activities

Plan: Budget: Approvals: Conducting the

events:
Conceptualizing Deciding on the Taking requisite Delivery at the
a plan for investment V/s approvals from event as per the
conducting the result for the Regulators/ plan to get the
activity activity Sharekhan HO right results

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)
Key Activities
Conducting a Seminar
Types of Seminars

• Acquisition Seminar :-
:- Mass client acquisition (Based on Sharekhan
product/ services)
• For Professionals :- Doctors/CA’s/Other Big ticket professionals.
• Additional Product Seminars :- Exchange traded funds/AMC meets/PMS
seminars.
• Specials :- Budget/Market Outlook.
• 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
Activity
Collecting visitors detail at the
entrance of the event through
visiting cards or writing down the
names.
Presentation by Franchisee
Owner
Presentation on the key topic of
the seminar – By Sharekhan
Resource/ Franchisee Owner/
External Speaker
Q&A session
High tea/refreshments.
Detailing Tentative time to be taken
Ongoing
Welcome note by the Franchisee 15-20 minutes
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.
Addressing the participants on 2 hours
the key topic of the seminar-
Retail client/HNI/Product
detailing etc.
Franchisee owner/sharekhan 30 minutes
resource to address to all the
queries raised by the people
attending the seminar
Informal interaction with the Till the closing session.
gathering along with high
tea/refreshment.
Tentative Cost

Seminar (100 people) Total Expenses

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

Peripherals for presentation : MIC/ Speakers/ 3000-4000

Projectors/ Writing pads etc

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

Participation in an Exhibition
Types Of Exhibition

Events conducted by regulators:-

regulators NSDL/CDSL/ NSE/ BSE in your city.

Fairs:-Book
Fairs 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/ Activity Detailing

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

Can keep running the sharekhan screen
saver through-out the exhibition.
Collecting the visiting cards of the people
who comes at the stall/writing down their
name and contact details.
collaterals/ pamphlets at the stall/ critical
points within the exhibition area and direct
visitors to the stalls.
This would help in attracting more and more
people who would be curious to know more
about sharekhan.
Prospect data for contacting them post the
exhibition (Client Acquisition)

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

size/location/ participation.
Sponsorship
 Types of Sponsorships

Advertisement/ Listings in:-

in:- Directory/booklet of business
association/industrial association.

Annual Days and Member meets:-

meets:- Rotary club/lions club.

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.
Advertisement
Various ways of Advertising

Announcements :- For new scheme/ existing schemes or products

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

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

Recruitment :- 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 Media:-Newspaper/Magazine/Booklet
Media to promote the following:-

Launching of schemes

Branding

Recruitment

Special Schemes
Electronic media:-Video
media Ads/local cable scrollers
Key points to remember while putting an Ad in the
Newspaper/TV
• Press 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 Media

Content of the Ad

Duration of the Ad & Time slot

Channels in which Ad will be put

Budget
Samples of Print Ad

• Branding Ad:-
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 Ad:-.Recruitment
Ad of the
right candidate for your organization
based on the responsibility.

Electronic Media:-
Media:-We have a
standard set of Sharekhan TV
commercials/Cable scrollers etc.
Outdoor Activities for Client
Acquisition
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 / These materials are used for the visibility of Sharekhan in your local area as well as
Promotional Activity for mass acquisition / promotional activity
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 As applicable (depending on the
1 Hoarding the products size)
These are smaller Sharekhan signage's generally
put in the compounds around your building for As applicable (depending on the
2 Lollypop visibility. size)
Umbrella for setting up These are Sharekhan branded umbrellas in large
temporary sales sizes which are used for setting up temporary sales
3 stations stations outside housing societies/ malls/ office etc. Rs. 1038/- per umbrella
Canopies and tents are used to set up larger
temporary sales stations which are used for 2-3 days
4 Canopy / Tent 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

Display of Umbrella Lollypop

Canopy / Tent
(Rs. 1038 per Cost – As applicable
Cost – Rs. 4725/- umbrella) (depending on the size)
The Sharekhan Collaterals and
Tools
 Usage: These Collaterals can be kept at the reception of your office/
office/ used for
distribution and visibility for mass client acquisition, as bulk inserts in newspapers
Marketing Collaterals and by the sales team at the time of meeting a new client
70 paisa per flyer without
Explains the benefit of online trading to the end address print / Rs 120 additional
1 Online Flyer client per 1000 for address print
Explain the various ways in which the client can 70 paisa per flyer without
approach you/sharekhan for day to day trade address print / Rs 120 additional
2 Multi Channel Flyer related queries and execution per 1000 for address print
70 paisa per flyer without
Taking the first step in stock broking. For the new address print / Rs 120 additional
3 First Step Flyer client and helping them to build the first portfolio. per 1000 for address print
The advantages of the our online trading software 70 paisa per flyer without
"Trade Tiger". Gives a preview of the features and address print / Rs 120 additional
4 Trade Tiger Flyer advantages available to the end client. per 1000 for address print
Tell about the advantages of one of the multiple
channel available for the client for trade execution 60 paisa per flyer without
5 Dial n Trade Flyer and advice. address print
Illustrates the features and schemes on Sharekhan 60 paisa per flyer without
De-Mat account. Can be used as a tool for client address print / Rs 120 additional
6 De-
De-Mat Flyer acquisition per 1000 for address print
70 paisa per flyer without
address print / Rs 120
Explains the benefit of commodity trading with additional per 1000 for address
7 Commodities Flyer sharekhan. print
 Usage: These Collaterals can be kept at the reception of your office/
office/ used for
distribution and visibility for mass client acquisition, as bulk inserts in newspapers
Marketing Collaterals and by the sales team at the time of meeting a new client
70 paisa per flyer without
Explains the benefit of investing in mutual funds address print / Rs 120
through sharekhan along with availability of Online additional per 1000 for address
8 Mutual Fund Flyer MF execution on the "Trade Tiger" platform print
Explains the various AMC schemes available for a 70 paisa per flyer without
new client at the time of account opening or for address print / Rs 120
changing regular brokerage business to AMC additional per 1000 for address
9 Paisa Vasool Flyer schemes for existing clients print
Rs 1.50 per brochure without
Invest online in IPO Briefs on how to invest in MF and IPO through address / Rs 120 additional per
10 and MF brochure online platform 1000 for address print
specificc and are used for
These Collaterals give information about the products in specifi
interested
sharing information with new/ existing clients who are intereste d in the specific
Product Collaterals products. They are not used as newspapers inserts or for mass distribution.
distribution.
A Comprehensive collateral giving details of all Rs 3 per brochure without
products and services offered by Sharekhan. Give a address print / Rs 120
glimpse of what client can expect once they join additional per 1000 for address
1 Ultimate Brochure hands with us. print
Rs 3 per brochure without
The Frequently Asked Questions (FAQs) for currency address print / Rs 120
Currency Derivatives derivative segments, answered in a simple additional per 1000 for address
2 (FAQ) language. print
Gives the details of Sharekhan Portfolio
Management Services (PMS) and the various
schemes available that the client can choose based
3 PMS Kit on their individual profiles Rs 15 per kit
FLYERS & BROCHURES
ONLINE FLYER
Importance :
-One pager (front and
back)
Usage of Collateral:
-Explains the benefits
-Within your office (at
of Online Trading
reception)
system and platform
- By Sales team for mass
for the end client.
acquisition activity
-Newspaper inserts/
other marketing activity

Cost of Collateral:
MULTICHANNEL FLYER - 70 paisa per flyer
Importance : without address print
-One pager (front and - Rs 120 additional per
back) 1000 for address print
-Explain the various
ways in which the client
can approach you /
Sharekhan for day to
day trade related
queries and execution.
FIRST STEP FLYER
Importance :
-One pager (front &
back) Usage of Collateral:
-Taking the first step -Within your office (at
in stock broking. reception)
-For the new client & -By Sales team for
helping them to build mass acquisition activity.
their first portfolio. -Newspaper inserts &other
marketing activity.

Cost of Collateral:
TRADE TIGER FLYER -70 paisa per flyer without
Importance : address print.
-One pager (front & -Rs 120 additional per
back) 1000 for address print.
-The advantages of our
trading software “Trade
Tiger” gives a preview
of the features &
advantages available to
the end client.
DIAL-
DIAL-N-TRADE FLYER
Importance :
-One pager (front)
-Tell about the advantages of one of
the multiple channel available for the
client for trade execution & advice.
Cost for Collateral:
-60 paisa per flyer without Usage of Collateral:
address print.
-As collateral within your
office (at reception)
-By Sales team to
highlight the service
DE-
DE-MAT FLYER
offered.
Importance :
-One pager (front) -Newspaper inserts &
-Illustrates the features & schemes on other marketing activity
Sharekhan De-Mat account.
-Can be used as a tool for client
acquisition.
Cost of Collateral:
-60 paisa per flyer without address
print.
-Rs 120 additional per 1000 for
address print
COMMODITY FLYER
Importance :
-One pager (front &
back)
-Explains the benefit
of Commodity trading
with Sharekhan.
MUTUAL FUND FLYER
Importance :
-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.
Usage of Collateral:
-Within your office (at
reception)
-By Sales team for mass
acquisition activity
-Can be distributed at any
promotional activity.
Cost of Collateral:
-70 paisa per flyer
without address print
-Rs 120 additional per
1000 for address print
PAISA VASOOL FLYER

Importance :
-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:
-As collateral within your office (at
reception)
-By Sales team for mass acquisition
activity.
-Can be distributed at other
promotional activity / Newspaper
inserts.
Cost:
-70 paisa per flyer without address
print
-Rs 120 additional per 1000 for
address print
INVEST ONLINE IN MF & IPO BROCHURE

Importance :
- Four pager brochure.
- Briefs on how to invest in MF & IPO
through ONLINE platform.
Usage:
- As collateral within your office (at
reception)
- By Sales team for mass acquisition
activity.
- Can be distributed at other promotional
activity.
- *NOT
NOT to be used as Newspaper inserts.
Cost:
- Rs. 1.50 per brochure without address
print.
- Rs 120 additional per 1000 for address
print.
ULTIMATE BROCHURE

Importance :
- 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 :
- As collateral within your office.
- *NOT
NOT 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:
- Rs. 3 per brochure without address print
- Rs 120 additional per 1000 for address
print
CURRENCY DERIVATIVE – FAQ

Importance :
- Three pager brochure (front & back)
- The Frequently Asked Questions (FAQs)
for Currency derivative segments,
answered in a simple language.
Usage:
- As collateral within your office (at
reception)
- Can be distributed at any promotional
activity.
- NOT to be used as Newspaper inserts.
Cost:
- Rs. 3 per brochure without address print
- Rs 120 additional per 1000 for address
print.
PMS KIT

Importance :
-Gives the details of Sharekhan
Portfolio Management services
(PMS) & the various schemes
available that the client can
choose based on their individual
profiles.
Usage:
- As collateral within your office (at
reception)
- Can be offered to HNI client.
- NOT to be used as Newspaper
inserts.
Cost:
- 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 (jinal@sharekhan.com)

THANK YOU