Introductory Basic Details
1) Name of the organization :
2) Name of Holding Group :
3) Class of business :
4) Area of operation :
5) Geographical Scope :
6) Size of Net Work :
7) Network Townships :
8) Established in / Total Period :
9) Top Performing Branches :
10) Brief History About Group :
11) Promoters :
(Professional Profile)
12) Major Achievements& Major Falls Last 5 Years
Srl Achievements Contributing Advantage If Can – Figure Out Remarks if Any
No Factors Continuity(Constant/Varying/One Representation in
time) Turnover / Profit
1
2
3
4
5
1
Srl Falls Facts of Rectification If Can – Figure Remarks if Any
No Failure Measures/ out
Period Representation
in Turnover /
Profit
1
2
3
4
5
Back Drop of Mission
Classification of Customer (Selection [A, B, C, D])
(Methodology Applied, Criteria, Parameters, Reasons Considered)
Logical Justification & Accuracy
2
Environmental Appraisal
Categorization of Organization:-
1. Class A: - Organization operating Corporation cities which have a wider network including Municipalities
(eg: Malabar, Joy Alukkas,Tanshiq,Chemmanur jewellers etc
Class B: - Organization operating municipalities & secondary towns which may have limited branches.
(Eg: Appolo, Dubai Gold,Beauty mark,
Class C: - Small scale shops operating Towns & Rural areas with very limited stocks & other resources
(Eg, KGM Gold, Nakshthra,Regal,T.T devassy,
Class D:-Others (Workshops/Individual Goldsmith/Wholesalers/Other Channels What Ever
Parameters Class A Class B Class C Class D
Area of Operation
Maximum Number of 250 10 1 or 2 1
Network Units
Maximum Stock in(KG)
Class of Customer Rich,affluent,Upper middle Upper middle class,Middle Middle class,lower middle Middle class,Lower middle
class,Middle class class,Lower middle class class class
Average Sales Team Size 8000+
Margin Relatively High High Average High
Branding Very high Medium Low Very low
Other Credible Pipelines
Designs Trending or very high High or average Low High or average
Offers Very high Average
Making Charge Very High Average Low Low
Sales man behaviour Professional Professional Average professional Un professional
Educating methods Very high Low Low Low
Traditional
3
Survey Methodology Applied
Sampling Criteria
4
Business Flow (in Percentage)
Customer Class Wise Class A Class B Class C Class D
Affluent
Rich
Upper middle class
Middle Class
Lower middle class
lower class
Category Wise Class A Class B Class C Class D
Chain
necklace
bangles
Rings
Steads & drops
Bracelet
Leg Chains
Belts
Multipurpose Ornaments
Bridal Special Items
Diamond Items
Antique
Customised / Tylor made
Special Design
Purchase Value Range Wise Class A Class B Class C Class D
<10000
10000 - 25000
25000 - 50000
50000 - 100000
100000 - 500000
500000 - 1000000
5
>1000000
Criteria of Selection (Influencing Factor Priority,Scale: 1 to 10)
Criteria Class A Class B Class C Class D
Brand Image 10 5 2 1
Price 9 9
Model \ Design 10 7
Place 10
Promotion \ Schemes 10
Sales Representatives 10 8 6 4
Store atmosphere 10
Reference group
Hedonic and Utilitarian
Values
Beliefs & Tradition
Post Purchase Factors 10
Sales Generation Event Wise (%)
Events \ Triggering Point Class A Class B Class C Class D
Marriage 60 30 8 2
Birth 50
Birthday 40
Festival 60
Anniversary 50
Investment Diversification
6
Growth & Market Share
Criteria Parameters Market Share / Relative Market Share of Growth
Year Growth Class A Class B Class C Class D
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
Opportunities:-
Threats:-
Competitive Factors:
7
Risk Metrix
Risk Areas Low Medium High Very High Remarks
Inflation
Entry of new competitor
Legal & Compliance Risks
Model Change Yes
Unemployment yes
Global Recession yes
Gulf Return yes
Product Alternatives
Political Change Yes
Change in Purchase Power of yes
customer
Revenue Generation
Revenue Types Percentage Remarks
Gold Rate Appreciation
Making Charges
Wastage Recovery
Process - Flowchart
General Business Flow Chart & Process Mapping
Purchase -> Production-> Quality Evaluation Method-> Inventory ->Sales -> Costing Structure & Pricing-> Revenue Generation
Accounting –Taxation - Administration
8
(Each Steps Process in Detail)
Key Findings
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