SUMMER TRAINING REPORT

ON

MARKETING AND SALES AT UAS INTERNATIONAL PVT.LTD.

MANAGEMENT EDUCATION & RESEARCH INSTITUTE

Janakpuri, New Delhi

Bachelor of Business Administration

(Batch: 2021-2024)

GURU GOBIND SINGH INDRAPRASTHAUNIVERSITY

Dwarka, New Delhi

SUBMITTED TO: SUBMITTED BY: SUHANI DIXIT

 MS.PREETI VERMA
ENROLLMENT NO. 09315101721
ASSISTANT PROFESSOR

UAS International
(A Unit of United Accrual Services Pvt. Ltd.)
Unit No. - 12G, 1 st F tool Vi gLj| Agora Mall.
’ "' '
Trade Mark No . : J751d9b Sector 28, Near MG Road Metro Station,
’ CIN: U93090DL20 13PTC2598G2 G ›w qi ant, IHary‹Jna 12200

30 Sep, 2023
To,
Suhani Dixit
45C DDA FLATS ASHOK VIHAR PHASE 3, NEW DELHI
SUHANIDIXIT040@GMAIL.COM
9953288372

We are pleased to confirm that Suhani Dixit from MERI has successfully completed her Summer Internship
with 'WEALTH MANAGEMENT AND TRAVEL & TOURISM' from 2nd
August 2023 to 30th September 2023. Location for Summer Internship: (Delhi)
Score card on the basis of her performance during the Summer Internship: 60°4.

ALL THE BEST FOR YOUR FUTURE ENDEAVORS!

Best Wishes

{Authorized Signatory)
Mr. Ishan Taneja
Group MD/ CEO
UAS International Group of Companies

Fe i r d i» Forfeits. Future of Indie Business Amends 2020 Edition

0 1 24 -4 28a 9 1 1 in for uo sinterncttiona I.in 'www.uasinternational.in

DECLARATION

I, SUHANI DIXIT , hereby declare that the project report on the topic of “ SALES AND
MARKETING AT UAS INTERNATIONAL PVT. LTD.” is an original work and it has not
been submitted to any other organization, university or institution for the fulfillment of the
requirement of any degree/diploma/certificate of Management program (BBA).

Suhani Dixit
Roll no.-0931510172

Batch (2021-2024)
 ACKNOWLEDGEMENT

I am highly indebted to Ms.Preeti Verma, MERI College for her guidance and constant
supervision as well as for providing necessary information regarding the project & also for
their support in completing the project.
Finally, I also acknowledge with deep gratitude, immense support I received from my
family members who have always encouraged me and have been a source of inspiration
and helped me in continuing my efforts.
At last, I would like to thank all those who have given all the secretarial support despite all
other commitments.

Suhani Dixit
 TABLE OF CONTENT

S. no CONTENT PAGE NO.

1. Executive summary
2. Chapter 1: introduction
1.1 about the company
1.2 origin of the company
1.3 growth and development of the organisation
1.4 present status of the organisation
1.5 organisational structure and organization chart
1.6 product and service of the organisation
1.7 market profile of the organisation
3. Chapter 2: Literature Review
2.1 Tasks Handled
2.2 Business Strategies of UAS International
2.3 Porter’s five forces
2.4 Swot Analysis
2.4.1 Swot Analysis of UAS International
4. Chapter 3: Research Methodology
3.1 Objective
3.2 Research Design
3.3 Sampling
3.4 Limitations
5. Chapter 4: Data Analysis and Interpretation
6. Chapter 5: Conclusion and Limitation
5.1 Limitations
5.2 Conclusions
7. Bibliography/References
8. Appendix
-Questionnaire
EXECUTIVE SUMMARY

As a part of my under graduation program, I have completed my internship in the UAS

INTERNATIONAL PVT. LTD. company. During the period of my internship, I was
officially appointed to work in the sales and marketing department. UAS INTERNATIONAL
Private Limited is a portfolio company with a dream to enables investors to grow their
investments while minimizing risk and volatility. They believed that the real progress of our
nation lies in the hands of our youth leaders who can make a massive impact on the world if
given the right tools.
The major objective of this report is to investigate the sales distribution strategy of UAS
international Pvt. Ltd. It is a descriptive research in nature. Most of the data are collected
 from both primary and secondary sources. But major parts of the report I have prepared by
secondary data. I have studied all the courses they provide.
In the first section, I discussed introductions and others like the courses, passes and the
coaching they provide. The second section describes my overall responsibilities and tasks
assigned during the internship. The next section I have described about the work I have done.
Finally, I have discussed the problems and also some recommendations of UAS international
I have tried my level best to use this opportunity to enrich my knowledge on Sales &
marketing strategy of UAS international pvt. Ltd.. After observing thoroughly, I have
prepared this report on the basis of my findings and observations relating to this topic. This
practical operation is also having positive development in the professional field.

CHAPTER-1
INTRODUCTION
 Chapter-1 INTRODUCTION

1.1 About the Company

UAS International is a wealth management and Training & Development Company.

Keeping in mind the most critical needs in today context, it has emerged as a service
partner providing the clients a one stop solution offering a gamut of services –
Training & development, International & National Internship, International &
National Placement & Student exchange program abroad.
The company is based on the principles of delivering high returns to their clients
through their network of government sector banks like Punjab National Bank, Bank of
Baroda, Andhra Bank, Bank of Karnataka, etc. The company has trained 52000 and
above interns till date and has tie ups with 26 universities in India and 80 universities
abroad.
The client base is spread across, BFSI Sector and Telecom but has a large client base
in BFSI. Banking, Financial services and Insurance (BFSI) is an industry term for
companies that provide a range of such financial products/services such as universal
banks. BFSI usually comprises commercial banks, insurance companies, non –
banking financial companies, cooperatives, pension funds, mutual funds and other
smaller financial entities. The key challenge in the BFSI sector is Insurance. The
insurance industry of India consists of 53 insurance companies of which 24 are in life
insurance business and 29 are non – life insurers. Among the life insurers, Life
Insurance Corporation (LIC) is the sole public sector company. Apart from that,
among the non – life insurers there are six public sector insurers. In addition to these,
there is sole national re – insurer, namely, General Insurance Corporation of India. The
company features the product of Pub MetLife, Max Bupa, Reliance mutual funds etc.
The company helps the clients to make efficient investment decisions which he has
invested in different sectors to earn high returns and also save taxes.
1.1 Origin of the Organization
Keeping in mind the most critical needs in today context, we have emerged as a
service partner providing our clients a one stop solution offering a gamut of services -
Training &development, International & National Internship, International &
National Placement & Student exchange program abroad.
Moreover, we are India's 1st Organization to launch a customer care for the
students for the mentioned services Training &development, International & National
Internship, International & National Placement & Student exchange program abroad.
Thus, our mission is to establish high standards of professional etiquette and to
effectively facilitate a comprehensive and accomplished system of continuing
professional development for every possible profession through our exceptional
training solutions.
An ability to build, develop and nurture brands and enable them to achieve leadership
position in the key markets. Deft in coordinating sales territories, quotas and goals
and establishing training programs. Adept in analyzing sales statistics gathered by
staff for determining sales potential and inventory requirement and monitoring the
preference of the customers.
High energy, results-oriented leader recognized for proactive initiative and
enthusiastically meeting deadlines. Experience in all aspects of sales cycle and
management: lead generation, customer needs assessment, presentations,
negotiations, staff management & training.
We understand the multiple needs of business world and recognize that there is a gap
in what enterprises expect and what people perform. We can meet the needs from a
single source, with the facilities, resources and learning expertise to fully achieve the
desired goals. For the purpose, UAS International has come up with a unique
International Internship Program, International Live Projects, Various Training
Programs on Personality Development/Career Management/How to get a desirable
Job etc. & 3 days Workshops on how to choose career options to train and develop the
knowledge and resource based skills in the candidates to fill the void of the business
environment. This is not all, we also look forward to the successful placements of our
Interns with the top companies of national and international repute.
1.2 Growth and development of the Organization

UAS International (A Unit of United Accrual Services Pvt. Ltd.) is a people training
and development company. Established in 2013, on the principles of developing and
delivering high quality training, the company is able to facilitate various training and
development programs/internships in India and abroad with top B-schools and has
trained almost 40000 and above interns till date. The Services of the company are
spread beyond the national boundaries of India (UK, USA, Dubai, Singapore,
Malaysia) etc. Keeping in mind the most critical needs in today's context, we have
emerged as a service partner providing our clients a one stop solution offering a
gamut of services we have emerged as a service partner providing our clients a one
stop solution offering a gamut of services.
UAS International (A Unit of United Accrual Services Pvt. Ltd.) is a people training
and development company. Established in 2013, on the principles of developing and
delivering high quality training, the company is able to facilitate various training and
development programs/ internships in India and abroad with top B-schools and has
trained almost 40000 and above interns till date. Liaison with 26 universities in India
with the base size of 900 & above campus. International Liaison with 80 universities
in abroad with the base size of 500 & above. Having a Team of 42 exclusive
corporate trainers. The operations of the company are spread beyond the national
boundaries of India.
Keeping in mind the most critical needs in today context, we have emerged as a
service partner providing our clients a one stop solution offering a gamut of services
Training &development, International & National Internship, International &
National
Placement & Student exchange program abroad. Moreover, we are India's 1st
Organization to launch a customer care for the students for the mentioned services
Training &development, International & National Internship, International &
National Placement & Student exchange program abroad. Thus, our mission is to
establish high standards of professional etiquette and to effectively facilitate a
comprehensive and accomplished system of continuing professional development for
every possible profession through our exceptional training solutions.
We understand the multiple needs of business world and recognize that there is a gap
in what enterprises expect and what people perform. We can meet the needs from a 10
single source, with the facilities, resources and learning expertise to fully achieve the
desired goals. For the purpose, UAS International has come up with a unique
International Internship Program, International Live Projects, Various Training
Programs on Personality Development/Career Management/How to get a desirable
Job etc. & 3 days Workshops on how to choose career options to train and develop the
knowledge and resource based skills in the candidates to fill the void of the business
environment. This is not all, we also look forward to the successful placements of our
Interns with the top companies of national and international repute.
1.3 Present status of the Organization

UAS International (A Unit of United Accrual Services Pvt. Ltd.) is a people training
and development company. Established in 2013, on the principles of developing and
delivering high quality training, the company is able to facilitate various training and
development programs/ internships in India and abroad with top B-schools and has
trained almost 40000 and above interns till date. Liaison with 26 universities in India
with the base size of 900 & above campus. International Liaison with 80 universities
in abroad with the base size of 500 & above. Having a Team of 42 exclusive
corporate trainers. The operations of the company are spread beyond the national
boundaries of India.
 Their Associates

1.4 Organization structure-and Organization chart Ishan Taneja (Managing

Director)
A dynamic oriented professional with more than 5 years of experience with the ability
to engage with clients keenly gauge and targeting their needs. Exposure in handling
client queries, providing them feasible solutions & building healthy relationships,
thereby achieving high customer satisfaction. Expertise in setting up international and
national level marketing networks and driving them to attain key objectives. An
ability to build, develop and nurture brands and enable them to achieve leadership
positions in key markets. Deft in coordinating sales distribution by establishing sales
territories, quotas and goals and establishing training programs. Adept in analyzing
sales statistics gathered by staff for determining sales potential and inventory
requirements and monitoring the preferences of customers. High energy, results-
oriented leader recognized for proactive initiative and enthusiastically meeting
deadlines. Experience in all aspects of sales cycle and management; lead generation,
customer needs assessment, presentations, negotiations, staff management and
training. Keen ability to inspire and motivate employees via fruitful relationship
building skills. Diligent and fair leadership that secures profitability. Trainings &
Workshops Trained nearby 11800 Management Interns from various Top B schools.
Conducted 100 & Above workshops on career management in top b schools in India
& Abroad. 15 Conducted 200 & Above Workshops on Placement talks in top b
schools in India & Abroad. Covering nearby 350 above B Schools in India & Abroad
for International Internships, International Live Projects & for Various Training
Program on career management.

Dr. Anamica Chopra is an Academician & Researcher catering her services to the
education world. A management graduate, she obtained her MBA degree from IP
University (Delhi). M.Phil and Graduate Diploma in International Business adds up
to her qualification. To excel in her field, she attained her PhD in Business
Management from Guru Jambheshwar University of Science & Technology (Hisar).
In her academic experience she has taught the Management and Marketing related
papers to the students of BBA programme of IP University, PGDBM (AICTE), and
MBA of different universities. She has guided research projects of many management
students. Being a prolific writer, she has authored a book titled “Marketing
Management” published with Galgotia Publishers and two more are in pipeline. She
has to her credit a number of research papers in reputed and refereed National and
International journals. She has also attended and presented research papers in
National and International Seminars/Conferences. Having good academic
achievements to her credit, she plans to devote full time to her passion for research
and consultancy.

Arpandeep Narula

President High Court Chandigarh

Central Govt. Standing Counsel Executive Member-
High Court Bar Assn., Chandigarh.
Practicing as Advocate at Punjab & Haryana High Court, Chandigarh, Distt. Courts,
Panchkula, Consumer Courts at Panchkula & Chandigarh and D.R.T. dealing in all
types of cases relating to Civil, Revenue, company matters, working as arbitrator with
various firms and also specially empaneled on the professional firms of Chartered
Accountants for dealing and drafting of notices, cases, agreements, appeals and
revisions of all sorts and also in Banking Sector and Public Sector Undertakings.

Anirudh Sharma

SENIOR MANAGEMENT PROFESSIONAL (Business Development /

Marketing / Strategic Marketing & Brand management)
May 2007 to oct 2013 Planman Consulting (IIPM), New Delhi National business
head – Centre for Mentoring and Training, All India.
Trainings & Workshops
• Bayer: - Conducted outbound training program with over 150 participants from
the organization at Jaipur for two days.
• GODREJ: - Conducted various Training modules for Godrej Industries Ltd., one
of
India’s largest business houses with interests in FMCG and other consumer products.
For the organization, developed a three-day module on team building and effective
communication which was imparted to about 120 of their middle level managers for
improving team synergy and bringing in effective communication.
• Electrolux Hindustan Lever Networks :- Team Challenge: - As part of the
assignment, developed an experiential learning module which was conducted at an
outdoor location for bringing about greater synergy between various departments
within the organization.
• GAIL: - The assignment with this public sector enterprise was for developing the
communication skills of fifty of its middle level managers. The exercise was an in-
house programme where two days on class room sessions were taken to impart basics
of communications for these managers. 18
• Reliance Infocomm: - This was an extensive programme carried out by a team of
five consultants for educating about two thousand dealers of the organization over a
period of three months. In addition, for giving product training the dealers were also
imparted training on customer handling, CRM and basic modules of complaints
handling.
• Hindustan lever network:- Conducted training programmes on sales and soft
skills for Hindustan Lever Networks across five cities in India. This assignment
included conducting sessions on communications, leadership and motivation. Each
programme was a three-day unit which was repeated for the employees across five
cities of India.
• British Gas: - Conducted a training session spreading over two days for their
senior and middle management in India on communication and team building. There
were over eighty participants who were taken through the whole module.
• Airtel: - The workshop spreaded over two days on effective communications and
team building for middle and junior management.
• INGAF (Government of India): - Conducted two workshops on communication
and team building for over 100 doctors who are working on a WHO funded projects
for eliminating AIDS from India.
• Conducted a workshop on “New Branding Strategies” with Professor Russel S
Wiener, Deputy Dean Stern School of Business at the New York University. Here the
programme was repeated over four cities (Delhi, Bangalore, Chennai, Hyderabad)
where Chief executives and directors of various leading organizations were trained on
new branding and communications strategies.
• Conducted a workshop with Prof. Michael Goodman of the New York
University on “Trade Marketing” across cities such as Delhi, Bangalore, Chennai,
Hyderabad and Pune.
• Conducted two other such workshop series with international faculties across
major cities in India.

Neeti Saxena

(NET-JRF, MBA – HR with over 7 years of experience) Currently

pursuing PhD in HR from Gautam Buddha University.
 Proficient in taking lectures for the Undergraduate and Postgraduate Management
students on General management and HR subjects. Experience of placing students
in top Indian and Multinational companies. Effective in Campus – Industry
interaction and building and nurturing relationship with the Corporates. An effective
communicator with exceptional interpersonal skills.
Experienced in overseeing smooth implementation of HR policies for manpower
planning, recruitment & selection, performance management system, induction,
orientation and development of new employees in the organization through career and
succession planning. Exposure of conducting various training sessions of
subordinates for enhancing the performance and quality of service.
1.5 Product and Service profile of the Organization

Examinating Programs
Their Training Programs
1. Gain insight about business world s2. Gain awareness and better knowledge of the
business and management principles
3. Acquire new managerial skills, to meet up the cooperate demands
4. Build their self-esteem
5. Attain leadership qualities
6. Total personality development
7. Develop team building and group cohesiveness Helps to vigor their strengths and
overcome their weakness
8. Upskilled to do new and different tasks (multi-task/ multi-talent) and keeps them
motivated and fresh
9. Updates about the latest market trends

Modules Include:
Importance and Implications of Career Management
Discover Yourself Aptitude Test
Impact of First Impression
Promote Yourself- Importance of Professional Presence
Resume Writing
Fundamentals & Applications of Group Discussions (GDs)
How to effectively fill Interview Forms
How to Market Yourself in an Interview
Fundamentals & Applications of Personal Interviews (PIs)
Evaluation Parameters of GDs & PIs
Winning Mantras of GDs & PIs
Sure Success Tips for GDs & PIs

1.6 Market profile of the Organization

UAS International (A Unit of United Accrual Services Pvt. Ltd.) is a people training
and development company. Established in 2013, on the principles of developing and
delivering high quality training, the company is able to facilitate various training and
development programs? Internship in India ans abroad with top B-schools and has
trained almost 40000 and above interns till date. Liaison with 26 universities in India
with the base size of 900 & above campus. International Liaion with 80universities in
abroad with the base size of 500& above. Having a Team of 42 exclusive corporate
trainers. Company is having assest under management of 50cr. The operations of the
company are spread beyond the national boundaries of India.

VISIONS AND MISSIONS OF THE COMPANY

VISION
"To be progressive leader and first choice for dynamic solution integrating people,
process and performance”
MISSION
"To establish high standards of professional etiquette and to effectively facilitate a
comprehensive & accomplished system of continuing professional development for
every possible profession through our exceptional training solutions"

Marketing:

Marketing can be defined as "the activity, set of institutions, and processes for
creating, communicating, delivering, and exchanging offerings that have value for
customers, clients, partners, and society at large." Sales is a part under marketing
which focuses on the intense communication between the company's product and the
target audience.

Recruitment & Selection:

Recruitment and selection are two of the most important functions of personnel
management. Recruitment is a process to discover the sources of manpower to meet
the requirement of the staffing schedule and to employ effective measures for
attracting that manpower in adequate numbers to facilitate effective selection of
efficient personnel. Every organization needs to look after recruitment and selection
in the initial period and thereafter as and when additional manpower is required due
to expansion and development of business activities. Right person for the right job is
the basic principle in recruitment and selection.
 CHAPTER – 2
LITERATURE
REVIEW
2.1 Tasks Handled
So, to generate the revenues, UAS International makes it mandatory for every intern to enter
the sales profile for a good exposure. So, for 26 days I was exposed to a sales profile For the
initial 12 days, induction classes were conducted in which I got:

• the overview of the company's profile

• overview of the project that all the interns were supposed to be allocated
• Learnt about different HR modules like the policies, recruitment process, dos & don'ts in
an interview, CTC break up, designing of salary slip , salary negotiation and different types
of interviews, types of business letters, HRMS demo, Payroll system demo and data entry in
online portals.

• Learnt about digital marketing, search engine optimization, social media optimization and
online marketing.
• Understood about the taxation like the taxation policies, flow of tax calculations,
fundamentals of various heads of income, income tax act of 1961, 80C,80D ,10 10 D
&different tax slabs in India.
 • Introduction about the different financial sectors in India, knowledge about BFSI sector,
awareness about Insurance Sector, merits and demerits of each financial sector and career
planning in BFSI sector.
• To understand the pnb MetLife, Max Bupa Health Insurance, Reliance mutual funds
matching its capabilities to the market needs, positioning and to focus on the maximization of
sales for the company. • Concept of Portfolio Management & financial investment.
• How to Pitch the product to the client, role plays, lead generations, customer satisfaction
and closing of sales.
After the 12 days of induction, I was sent on field for 14 days to pitch the product and do
sales. In the two-week time period, I generated the leads, met with the clients and tried to
close the deal by convincing a client to buy the product. I was focused to generate the
revenues for the company and maximizing the profits as well. I sold out some SIP (systematic
Investment plan).

2.2 Business model and strategy of UAS International

• BUSINESS MODEL
UAS International works on The Affiliate Model. An affiliate is simply someone who helps
sell a product or service in return for commission. However, they may never actually take
ownership of the product or service (or even handle it). They simply get rewarded for
referring customer to a company when they make a sale.
• BUSINESS STRATEGY
UAS International works as a service partner of various public sector and private sector
banks, such as Bank of Baroda, Andhra Bank, Bank of Karnataka, Punjab National Bank etc.
UAS provides a platform through which banks make business. For the purpose of bringing
business to banks UAS International follows following strategies:
1) Hiring The interns are hired throughout the year for 1 month or 3months based on college
policy. 2) Training The interns are trained for the banking product that has to be pitched.
3) Sales Finally, the interns go on field, meet the clients and pitch the product to clients to
bring sales.
Finally, the interns go on field, meet the client and pitch the product to clients to bring sales.

2.3 Porter's five forces

2.4 Swot analysis
SWOT analysis is a tool for auditing an organization and its environment. SWOT analysis is
first stage of planning and help marketers to focus on key issues. SWOT stands for strength,
weakness, opportunity and threats.
Strengths and weaknesses are internal SWOT factors. Opportunities and threats are external
SWOT factors. Strength is a positive internal factor. A weakness is a negative internal factor.
An opportunity is a positive external factor. A threat is a negative external factor.

2.5 Swot analysis of UAS international

STRENGTHS

• Unique Business Model

• Cost Effectiveness
• Effective Communication
• Strong Management Team
• Unique approach towards customer satisfaction, growth and retention •
Strong presence in North India.
WEAKNESS
• Brand Awareness
. • Fewer Staff

OPPORTUNITIES
• Expansion of company in South India and Abroad.
• Increase clients from other industries.
• Rise in the variety of products and services. • Rising of Insurance and Banking
sector in India.

THREATS
• High competition in Investment sector.
• Currently, only one branch
• Change in Government policies can fluctuate profit generated.

CHAPTER – 3
RESEARCH
METHODOLOGY
3.1 Objectives of the study
• To study the factors affecting the market conditions.

• To understand the marketing strategies of UAS International.

• Studying the market condition for the successions of the organization.

• To find the reasons for failure.

• Finding area for development through study.

3.2 Research design Data

Collections Methods:
Primary Data:
• Primary data is the raw data that is collected by the researcher as first-hand information
from the sample taken into observation for specific purpose. The primary data is collected
through surveys, personal interviews with the help of designed questionnaire, observation.
• Collection of data is done with help of designed questionnaires and personal interviews.
Questionnaires are closed end, like scale method is been used to design the questionnaire.
• Primary data is collected through questionnaire and personal interviews of management
level and worker level employees.
Secondary Data:
• The secondary data refers those, which are already stored somewhere for someone’s
requirement or reference. It can be collected from sources like books, internet etc. For my
study purpose I have also used various sources of secondary data. I have used sources such
as Internet, books, discussing with friends, etc.
• Secondary data is collected through company periodical, broachers etc. of the company.

• Sample frame: - Employee from each department and each level in the department
• Sample size: 100 Employees for questionnaire

3.3 Sampling technique

Random sampling refers to the sampling technique in which each and every sample item has
an equal chance of being included in the sample. The selection is free from personal bias and
the sample depends entirely on chance. The employees of UAS International have been
randomly given the questionnaires to fill.

3.4 Limitations
Every study has got some limitation, during the project “analysis of marketing strategies” in
UAS International. I have also faced some constraints and limitations. They have been listed
as follows:
• Some employees who were interviewed didn’t share their personal observation or
problems they were facing because they didn’t find it important to share because of their
personal opinions and views.
• Many employees and organization have low awareness about the marketing strategies and
why it is needed in the organization, as well as what benefits will it bring to an individual or
group of people and in turn the organization.
• Some respondents were not aware of the information asked in the questionnaire. So could
not fill the questionnaire appropriately.
 CHAPTER-4
DATA AND INTERPRETATION
 1. One year growth chart

2. Annualized Return

years 2017 2016 2015 2014 2013

Fund return 38.34 1.75 0.93 54.64 3.31

3. Fund management

Sponsor Name Reliance Capital Limited

Fund Manager Shailesh Raj Bhan
Since 30/06/1995 Active
Status 30/06/1995
Setup date

Address Reliance Centre, 7th Floor, South Wing, Off

Western Express Highway, Santacruz (East)
Mumbai- 400055

Email Customer_care@reliancemutual.com

4. Rs 1000 a month invested through SIP

 1 years 3 years 5 years
Amount invested 1200 36000 60000
(Rs)
Fund value(Rs) 12,219.61 44,031.86 87,723.55
Benchmark value 12,434.33 43,986.76 83,061.07
(Rs.)
CHAPTER -5
CONCLUSION AND
LIMITATION
5.1 Limitations of the projects
Although it was very exciting to work on the project since they made me to step out
of my comfort zone and gave me a real hand on experience of the corporate world but
I faced certain difficulties and was limited to my area of research. These were:

• Some clients were not aware about the Insurance Company.

• Some respondents were not aware of the information asked in the questionnaire so
could not fill the questionnaire appropriately.
• Some clients did not share their true investment information due to their
conservative mentality.
• Some clients were in a hurry, so they took the filling up of questionnaire very lightly
and just filled out random information.
• The time span to complete the projects was limited so one to one interaction with
every client was not possible.
5.2 Conclusion
UAS international is a big name in itself, it has served a huge number of clients.
Working with the UAS was exciting for me I got a good exposure. The sales of the
company are decent however it has a great scope for expansion, it can target southern
region of India and can expand its branches to international market as well. Many of
the clients were not aware of its brand name therefore it can do some advertisement
that will develop a sense of knavery in the mind of the customer. Also, the company
should look upon its competitors as many new companies are nowadays entering into
the insurance sector.
REFERENCES

1. UAS https://www.uasinternational.in/about-us.html
2. MAGAZINE
https://www.forbes.com/
ANNEXURE
QUESTIONNAIRE

Few important questions kept in front on clients helped in approaching them in better
way and generating more sales:
1. From which sources you get to know about different Investment options.
• Broker
• Bank
• Relative/ Friend
• T.V./ Newspaper

2. What is your saving objective?

• Retirement
• Healthcare
• Children’s Education
• Growth
• Home Purchase
• New House
• Children marriage

3. Inwhich sector would you like to invest your money?

• Private Sector
• Public Sector
• Foreign Sector
• Government Sector

4. Do you have a formal budget for family expenditure?

• Yes
• No

5. Do you invest your money in fixed deposit?

• Yes
• No

6. Usually do you consult your friend/ relative before making an investment?

• Always
• Often
• Sometimes
• Never

7. What % of your income do you invest?

• 0-15%
• 15-30%
• 30-50%
8. What is the time period would you like to invest?
• Short Term (0-1year)
• Medium Term (1-5years)
• Long Term (>5years)

9. Where you would like to invest?

• Debt
• Equity
• Tax Saving

10. Important factors you consider before making an investment?

• Liquidity
• Opportunity for steady growth
• Safety of investment
11. Would you like to invest in risky venture?
• Always
• Often
• Sometimes
• Never

12. How do you intend to use the earnings received from investment?
• Reinvest 20-80%
• Reinvest total earnings
13. How much interest rate do you expect from your investment?
• 4-5% • 6-7%
• More than 7%

14. Where you would like to invest?

• PPF
• Fixed Deposits
• Savings Accounts
• Gold
• Mutual Funds

15. Are you satisfied with your investment options?

• Yes
• No