| Title: | Understanding the Dynamics of Financial Markets: From Sales Strategies to Research Methods |
| Author: | Sushrabya Aryal |
| Advisor: | ดร.ศรีสุดา จงสิทธิผล – Dr. Srisuda Chongsithiphol |
| Degree: | Bachelor of Business Administration Program in Finance and Investment (International Program) |
| Major: | B.B.A. Finance and Investment (International Program) |
| Faculty: | Business Administration |
| Semester/Academic year: | 2/2567 (2024) |
Abstract
This report summarizes my 16-week co-operative education experience at Axis Securities, Ahmedabad. It offers an overview of the company’s background, core services, products, and organizational values. The report outlines my responsibilities as an intern, including my involvement in sales and research tasks. It highlights how I contributed to day-to-day operations by assisting in lead tracking, improving client communication, and supporting reporting of the assigned companies by the supervisor. A significant portion of this report is dedicated to the challenges I encountered which ranges from limited infrastructure and interdepartmental coordination to adapting to workplace culture, technical complexities, and how I tackled them through observation, initiative, and learning. Overall, the report reflects the practical understanding I gained about the functioning of a financial services firm, with particular focus on sales trategies, compliance, and investment advisory processes, thus contributing to my growth both professionally and personally.
Keywords: Portfolio Management Services, Research, Sales, Annual Report
ดร.ศรีสุดา จงสิทธิผล – Dr. Srisuda Chongsithiphol, บธ.บ. การเงินและการลงทุน (หลักสูตรนานาชาติ) – B.B.A. Finance and Investment (International Program), บริหารธุรกิจ (Business Administration), บริหารธุรกิจบัณฑิต สาขาวิชาการเงินและการลงทุน (หลักสูตรนานาชาติ) – Bachelor of Business Administration Program in Finance and Investment (International Program), 2/2567 (2024)