Strategies of Lead Generation of Banks-A case of Everest Bank

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Project Title: Strategies of Lead Generation of Banks-A case of Everest Bank
Author: Niswarth Tola
Advisor: Dr. Chanatip Suksai
Degree: Bachelor of Business Administration (International Program)
Major: Marketing
Faculty: Business Administration
Semester / Academic year: 2/2020


Niswarth Tola. (2020). Strategies of lead generation of banks-A case of Everest Bank. (Cooperative Education). Bangkok: Siam University.


This Cooperative report entitled “Strategies of Lead Generation of Banks-A case of Everest Bank” has the goal to examine the operational system and financial strategies used by a multinational company at a regional level. Objectives of the study include:

(1)to understand the financial strategies used at the regional level.
(2)to implement the knowledge gained in regards to financial activities.
(3)to gain the knowledge on the alignment required to carry out operational activities. With thecompany Everest Bank which is primarily a branch of the main company in India of PNB Bank,I was assigned to work as Marketing assistant and was responsible for working in the departmentof operation. The main responsibilities included maintaining customer relations, preparation andtracking of FDs, assisting in the making of financial strategies and proper allocation of fixedRates and many more. Various problems were faced while doing the internship, however properguidance and supervision from the supervisor made this experience wonderful and full oflearning. I believe this has helped me to implement the theoretical knowledge I had in thepractical world. I, as an individual, have learned so much more about the work ethics and havebeen able to further develop my communication and interaction skills which is very important forcareer development and profession.

Key Words: customer relations, financial strategies, learning, knowledge

Strategies of Lead Generation of Banks-A case of Everest Bank

Faculty of Business Administration, Siam University, Bangkok, Thailand

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