Session 1 ( Entrepreneurship & BIG Picture orientation) - Welcome to Unnati and the objective of this course. Discussion on Entrepreneurship and opportunity as an entrepreneur in this financial industry.
Session 2 (Motilal Oswal and Opportunity as Business Associates) - The journey and success of Motilal Oswal since 1987, started as a Business Associate. The current business network and successful business associations. Discussion on the support system.
Session 3 ( Macroeconomic & Financial Markets- Integrated world) - Understanding of Macro economic factors which influence the market movement in short term and long term. Role as an entrepreneur to focus and analyze with opportunities in financial market.
Session 4 (Multi-Product Business Approach) - Single Product Vs Multi Product growth opportunity, how to devolve own self to expertise into multi product business. How to manage client profiling and present the correct product for client.
Session 5 (Customer Acquisition– Networking and Phygital way) - Power of existing network to build the foundation of your start up and how to use the network to acquire more potential clients.
Session 6 (Marketing – Usage of Digital Platforms) - The optimal use of social media and digital platform for client acquisition. The marketing plan to promote your business for the next level through Google.
Session 7 (Referral Business & Networking Skills) - The power of network and referral in todays world, how 1 referee can multiply your business by 15 time.
Session 8 ( Client Servicing & Advisory process) - In digital world how to service your client in most effective way, so that client should always stay with you for longer time. Learn skills to add value through your advisory.
Session 9 (Understanding & Responding to Different Types of Objections) - Learn the skill to understand your client and the objections. Develop yourself to handle different objections in different way.
Session 10 (Team Building for Sustainable Business) - How to create bigger opportunity for yourself by building a team. The correct way to build a team to get success and tracking the IPO method.
Session 11 (Business Planning and Tracking– Break Even Simulator) - Learn from expert to do the business in the effective manner and manage the profitability by using revenue planner.
Session 12 (Mobile Applications – Research 360 and MO Investor) - Best use of mobile applications to develop the client engagement and business devlopment
Session 13 (Financial Management and Planning for Client) - Portfolio Management and financial planning for your clients through different investment and trading options. Utilization of Portfolio Restructure tool to prepare a better portfolio for you
Session 14 (Utilization of Research Reports for Business) - The reading of different research report and utilization of a research report for business growth through investment opportunities.
Session 14 (Utilization of Research Reports for Business) - The reading of different research report and utilization of a research report for business growth through investment opportunities.
Session 16 (Deep Drive with Option Trading) - Understand the advance option strategies with technical chart.
Session 17 (How become Lakhpati with Alternates) - Think beyond the equity investment and focus on alternatives to maximize your revenue more than 1 lakh in a month.
Session 18 (Secret Formula of Success) - Learn from expert with their secret formula to become successful and more successful in this industry as a business associates of Motilal Oswal.