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Unraveling potential
Vision & Mission



 To partner with clients, to
 discover and to harness
 inherent potential of people,
 process, and business
 opportunities to help them
 succeed
Credo

• Integrity – we will adhere by strict moral and ethical values while
   conducting our business
• Innovation – we will bring new ideas to life for our clients thru
   collaboration
• Initiative – we will be proactive in addressing challenges of our clients
• Quality – we will deliver superior degree of work excellence in our
   engagement with client
• Value creation – we will accomplish win-win        benefit for our clients by
   innovation, improvement, and enlightenment
• Credibility – we will deliver what we promise
• Discipline – we will follow a systematic and consistent order in our
   chosen area of practice & will be compliant with all regulations of the land




 “It's not hard to make decisions when you know what your
 values are. "
                                                 – Roy Disney
Key Challenges




     BUSINESS               PROCESS               PEOPLE
• Dynamic economic      • Process             • High Attrition
    environment             complexities      • Managerial
•   Changing customer   •   Ineffective           Competence of
    behaviour               Execution             Middle level
•   Customer            •   Compliance        •   High conflicts
    Satisfaction &          failures          •   Unethical practices
    attrition           •   Processing cost
•   Meeting Financial
    and Operational
    goals
Business Streams




TRAINING              CONSULTING
Training with Samvit

• Business development & service
Training to build new business opportunities,
enhancing and embedding customer relationship,
converting enquiry into sales, closing of profitable
deals and managing customer expectation.
• Financial products
Training to Business Development, sales and Service
            understand financial products wrt features,
risk factors, pricing to enable employees to sell right
products to create customer loyalty.
• Risk Management training
Training to increase awareness of various facets of risk,
organisation exposure to it and its mitigation to ensure
consistency of profitable business results
Training with Samvit

• Debt collection & restructuring
Training to familiarize collection strategy, recovery
process, rehabilitation of customers, portfolio
management and MIS & analytics.
• Business Problem solving
Train to equip on BPS structured framework,
knowledge of relevant tools and deployment
           Business Development, sales and Service
techniques to help employees resolve these issues in-
house.
• Financial management
Training to understand key financial metrics, drivers for
cost, revenue & profit, making sound investment
decisions and effectiveness of budgeting.
Training with Samvit


• Corporate governance

Training to create awareness about corporate
governance background & regulations, clarifying roles
& responsibilities for upholding business ethics and
adhering to code of conduct.

• Grooming managers
        Business Development, sales and Service

Training to managers to handle organization challenges
like managing conflicts, improving execution capability,
building winning teams, understanding risk &
compliance, improve tactical and operational planning.
Consulting with Samvit

 • Business process assurance

 To ensure that the organisation is delivering expected
 business results and superior customer experience in
 line with established company strategy, policy &
 process. This is done thru diagnostic of operating
 model, assessing business health, evaluating business
 strategy & process.
            Business Development, sales and Service
 •Risk Management & compliance assurance

 To assist the organisation to assess applicable risks, its
 current exposure & divergence, effectiveness of
 existing mitigating controls and level of compliance.
 To help formulate, implement the process changes,
 reporting to address the potential risk gaps.
Consulting with Samvit

 • Effective receivable management

 To support the organisation to put together a debt
 management strategy, improved process for loss
 mitigation, document policy, & implement better
 information system to free up cash locked up in slow
 or non-moving debtors.
           Business Development, sales and Service
 • Portfolio Due Diligence

 To conduct portfolio due diligence for retail asset and
 SME funding business. To understand portfolio
 quality, robustness of risk & business processes,
 forecast growth & loss projection; performed thru
 data tape analysis, file review, branch walk through,
 strategy review & management interview.
Samvit Advantage

• Tailored to address specific needs -- Personal, Team
    and Business
•   Addresses both Managerial and functional
    effectiveness
•   Gain from practical experience on relevant
    functional and managerial competencies
•   Offer problem-solving tools for handling
    organization/team challenges
•   Independent and Objective sales and Service
            Business Development, Assessment - Current
    Issues, Evaluation of Possible Alternatives &
    Recommendation
•   Customized to Client Needs and Solutions
    Integrated to Business need
•   Collaboration with Assigned Teams Right Through
    from Solution Development to Execution
Engagement & delivery approach

    •   Understand the Organisation - Business objectives,
        People and culture, Training needs
    •   Research and design the program with inputs from
        training and functional supervisors
    •   Conceptualize the program using lectures, work
        related exercises, case studies, role plays and videos.
    •   Effect a monitoring mechanism to review effectiveness
        and implementation of training aids

    •   Scoping the business problem by engaging all
        stakeholders
    •   Exploring root causes
    •   Brainstorm all issues and list possible solutions
    •   Evaluate best possible options through impact and
        ease of implementation analysis
    •   Implement chosen solution through a pilot
    •   Operationalize solution and track implementation
        performance
E-mail : arijitchanda@samvitinsights.com

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Samvit Insights Profile

  • 2. Vision & Mission To partner with clients, to discover and to harness inherent potential of people, process, and business opportunities to help them succeed
  • 3. Credo • Integrity – we will adhere by strict moral and ethical values while conducting our business • Innovation – we will bring new ideas to life for our clients thru collaboration • Initiative – we will be proactive in addressing challenges of our clients • Quality – we will deliver superior degree of work excellence in our engagement with client • Value creation – we will accomplish win-win benefit for our clients by innovation, improvement, and enlightenment • Credibility – we will deliver what we promise • Discipline – we will follow a systematic and consistent order in our chosen area of practice & will be compliant with all regulations of the land “It's not hard to make decisions when you know what your values are. " – Roy Disney
  • 4. Key Challenges BUSINESS PROCESS PEOPLE • Dynamic economic • Process • High Attrition environment complexities • Managerial • Changing customer • Ineffective Competence of behaviour Execution Middle level • Customer • Compliance • High conflicts Satisfaction & failures • Unethical practices attrition • Processing cost • Meeting Financial and Operational goals
  • 6. Training with Samvit • Business development & service Training to build new business opportunities, enhancing and embedding customer relationship, converting enquiry into sales, closing of profitable deals and managing customer expectation. • Financial products Training to Business Development, sales and Service understand financial products wrt features, risk factors, pricing to enable employees to sell right products to create customer loyalty. • Risk Management training Training to increase awareness of various facets of risk, organisation exposure to it and its mitigation to ensure consistency of profitable business results
  • 7. Training with Samvit • Debt collection & restructuring Training to familiarize collection strategy, recovery process, rehabilitation of customers, portfolio management and MIS & analytics. • Business Problem solving Train to equip on BPS structured framework, knowledge of relevant tools and deployment Business Development, sales and Service techniques to help employees resolve these issues in- house. • Financial management Training to understand key financial metrics, drivers for cost, revenue & profit, making sound investment decisions and effectiveness of budgeting.
  • 8. Training with Samvit • Corporate governance Training to create awareness about corporate governance background & regulations, clarifying roles & responsibilities for upholding business ethics and adhering to code of conduct. • Grooming managers Business Development, sales and Service Training to managers to handle organization challenges like managing conflicts, improving execution capability, building winning teams, understanding risk & compliance, improve tactical and operational planning.
  • 9. Consulting with Samvit • Business process assurance To ensure that the organisation is delivering expected business results and superior customer experience in line with established company strategy, policy & process. This is done thru diagnostic of operating model, assessing business health, evaluating business strategy & process. Business Development, sales and Service •Risk Management & compliance assurance To assist the organisation to assess applicable risks, its current exposure & divergence, effectiveness of existing mitigating controls and level of compliance. To help formulate, implement the process changes, reporting to address the potential risk gaps.
  • 10. Consulting with Samvit • Effective receivable management To support the organisation to put together a debt management strategy, improved process for loss mitigation, document policy, & implement better information system to free up cash locked up in slow or non-moving debtors. Business Development, sales and Service • Portfolio Due Diligence To conduct portfolio due diligence for retail asset and SME funding business. To understand portfolio quality, robustness of risk & business processes, forecast growth & loss projection; performed thru data tape analysis, file review, branch walk through, strategy review & management interview.
  • 11. Samvit Advantage • Tailored to address specific needs -- Personal, Team and Business • Addresses both Managerial and functional effectiveness • Gain from practical experience on relevant functional and managerial competencies • Offer problem-solving tools for handling organization/team challenges • Independent and Objective sales and Service Business Development, Assessment - Current Issues, Evaluation of Possible Alternatives & Recommendation • Customized to Client Needs and Solutions Integrated to Business need • Collaboration with Assigned Teams Right Through from Solution Development to Execution
  • 12. Engagement & delivery approach • Understand the Organisation - Business objectives, People and culture, Training needs • Research and design the program with inputs from training and functional supervisors • Conceptualize the program using lectures, work related exercises, case studies, role plays and videos. • Effect a monitoring mechanism to review effectiveness and implementation of training aids • Scoping the business problem by engaging all stakeholders • Exploring root causes • Brainstorm all issues and list possible solutions • Evaluate best possible options through impact and ease of implementation analysis • Implement chosen solution through a pilot • Operationalize solution and track implementation performance