Summer Internship Project on Iifl

"Our goal is to be a retailer with the ability to see opportunity on the horizon and have a clear path for capitalizing on it. To do so, we are moving faster than ever before, employing more technology and concentrating our resources on those elements most important to our core customers."

To win new customers and retain existing ones, as a wealth management advisor, I must be perceived as competent, dependable and empathetic. Clients must also perceive that they are paying a justified price for the value that they are receiving. Client opinion is formed through a combination of personal experience, word of mouth and marketing. To compete effectively, the wealth management advisor must have a brand like Merrill Lynch that is firmly associated with the qualities demanded of a wealth management institution.

The Core values and visions of the company are based on the customer satisfaction which plays a very important role in the company progress. The mission of the company is to deliver high technology promise to its customer service.

I strive to provide my clients with the best possible investment advice and service by employing proven investment strategies and techniques in order to achieve superior investment returns over the long term. I keep my business simple and straightforward in order to ensure that clients understand and easily participate in our ongoing

"At JPMorgan Chase, we want to be the best financial services company in the world. Because of our great heritage and excellent platform, we believe this is within our reach."

Suncorp Group Limited was formed in 1996 through the “merging of three of Queensland’s largest financial institutions (Suncorp, Metway Bank and Queensland Industry Development Corporation)”. Suncorp was now become “one of the top 20 ASX listed companies with $96 billion in assets” (“History of Suncorp”, 2016) and streamlined its services into 5 core sectors, being personal insurance, commercial insurance, Vero New Zealand, Suncorp Bank and Suncorp life, due to significant structural changes in 2010. The company holds the strategic mission to “deepen relationships with customers through our portfolio of market-leading brands while benefiting from the efficiencies of scale achievable as a large organisation.” (“Who we are”, Suncorp, 2016).

To provide you with the highest quality marketing materials that will help make your business stand out among the competition. Whether you are in need of ads, brochures, a catchy company jingle, fun tag line or complete marketing package, one of our expert account managers will help you get what you need. We

Respect the individual, provide the best service to their customers, strive for excellence, and exceed customer expectations. Their corporate mission focuses on a global growth strategy through concentrated integration. The company continues to expand its

"At JPMorgan Chase, we want to be the best financial services company in the world. Because of our great heritage and excellent platform, we believe this is within our reach."

In order to grow Best Financial’s business steadily in the future and make it become a leader in the Sarnia market, it has to address the following:

Financial Advice and Distribution Services: It provides services to the retail client in terms of wealth management/protection, investment strategies, retirement planning and stock broking with the help of extensive network of financial advisers and stockbrokers.

“ Our mission is to be a Premier Bank in the Asia- Pacific region, committed to providing Quality Products and Excellent Customer Service.”

By submitting this coversheet and case, I acknowledge that I have not given nor received any assistance on this assignment. If I used an editor the editor did not comment on the content, i.e., issues, analysis or recommendations

“We aim to become a super regional bank. This involves growing our presence in the Asia pacific region and sourcing 25-30% of earnings from our Asia Pacific Europe and America division by 2017, while also being very focused on growth in our core domestic businesses in Australia and New Zealand.”

The company consistently provides superior customer services to its clients before and after providing investment solutions (Invesco Ltd., 2013).