How to report upon completing a tele-call
Contents |
Steps for customer relationship management
- Tele Script seeking confirmation of email id before sending an introduction
- How to report upon completing a tele-call
- wait for a minimum of 24 hours
- enquire whether they have received our email and suggest a meeting with our Head of Investment Banking ( SN to prepare a draft tele-script .. )
- To write to Distribution@sumedhaFiscal.com for updating their database. They should send you the corrected entry.
- To write to Distribution@sumedhaFiscal.com to set up a reminder. They should send you a copy of the reminder.
- Other administrative issues ..
Paragraphs needed in reporting upon completion of a tele-call
An email should be sent to the head office ( ie. s.._s..@s..f...com ).
The report should have the following paragraphs..
a draft mail
Sir,
A brief about this prospect is given below for your n/action ..
Bus Dev Team
to Mr.Yogesh Sharma@?.com
Sub.: Introduction to Sumedha Fiscal Services ..
Dear Mr. Yogesh Sharma,
GM (Finance),
Sea TV Netwok.
We have been reading about your firm in the national economic Press.
We introduce ourselves as a Category I Merchant Banker registered with SEBI and a stockbroker being a trading member of National Stock Exchange of India (NSE) in the Capital Market & Derivative Segment. Sumedha Fiscal Services Ltd. (SFSL) is listed at the Stock Exchange, Bombay with Registered and Corporate Office at Kolkata and full fledged Branches at Mumbai, New Delhi, Bangalore, Hyderabad, Ahmedabad, Chennai, Jaipur & Guwahati. Over the years, SFSL has developed a niche in syndication of funds, due diligence, corporate advisory services related to resolution of distressed debts and merger & acquisitions. The company managed by a team of professionals having rich and varied expertise in the Banking and Corporate Financial Services Domain is operating in the following key business areas:
Syndication of funds – Debt and Private Equity
Financial Restructuring and Rehabilitation
Portfolio Resolution of Stressed Assets for Banks/ Financial Institutions
Due Diligence, Valuation & Related Services for Merger & Acquisition
Capital Structuring and IPO Advisory Services
Equity & Derivative Broking (Retail & Institutional), Commodity Broking
Distribution of Mutual Fund schemes, Bonds, Life Insurance products
SFSL has successfully completed various syndication assignments across sectors including steel, textiles, media, Oil & Gas, Power, Infrastructure, Construction etc. We have been in the financial markets for last more than two decades and in the process has developed excellent professional relationship with various Financial Institutions, Nationalised Banks, Private Equity Funds and other intermediaries.
I shall be calling you up to seek a suitable time to discuss mutual business.
A phone number.
- Remember to make sure that this is mentioned only ONCE. This saves us the bother of reading the same info thrice.
- Mention the name of the PA
- Mention whether the no. is a pbx number or a direct no. ?
Address for courier
e.g.
N.H.P.C Ltd
N.H.P.C Office Complex,
Sector-33, Faridabad - 121003 (Haryana)
Remarks
e.g.
his collegue has given Mr.jayanth kumar's email Id. mr jk himself was not available.
About the company
Elysium Pharmaceutical Ltd., established in the year 1996 as a formulation unit, situated at Dabhasa, 19 kms from Vadodara city, Gujarat State, India. The company commenced its manufacturing operations in the year 1997.
The company is involved in manufacturing of sterile formulations like Liquid and Dry Parenterals, and non sterile formulations like Tablets, Capsules, Liquid orals, Ointment, Dry Syrups. Elysium is committed to maintain and improve the quality of manufactured products to meet customer satisfaction.
The company has a well established documented procedure for receiving of raw material, packing & packaging material, its verification and releases. The company has well documented procedures for various production operations i.e. material dispensing, batch manufacturing, in-process quality check for intermediate products, assurance of quality through in-process control, verification of in-process parameters at various stages like filling, compression, coating and packing which is done by production , quality control and quality assurance. The final batch release for dispatch is given by Quality assurance based on document & process review.
Reference from where we got the name of the firm
As per the latest circular from Prime Database
The IPO for this firm Offer Document has been withdrawn. This might mean an opportunity for us.
