THE NEXT BIG THING
BUSINESS DEVELOPMENT KA
BIG BOSS
1PROGRAM 3BENEFITS
“SELF, CLIENT & STAFF BANAO TEENON KO SUPER STAR!”
The NEXT BIG THING is created to foster simultaneous growth in
all three cornerstones of your business.
Strategy Formulation Product Knowledge Market & Client Behaviour Importance of Book Reading Learnings from our surroundings
Client Acquisition Client Engagement Client Retention Client Webinar Training
Sales Training Marketing & Branding Understanding Tool Kit Time Management &
Process Driven Approach How to be Efficient &
Effective at Work Place
Everyone who has the potential to grow and is looking for proper guidance and right support. Everyone who dreams of taking their business to the next level.
Independent Financial Advisors (IFA) Mutual Fund Distributors Certified Financial Planners (CFP) Insurance Agents
Registered Investment Advisors (RIA) Wealth Managers Sub-brokers
Everyone who has the potential to grow and is looking for proper guidance and right support. Everyone who dreams of taking their business to the next level.
Independent Financial Advisors (IFA) Mutual Fund Distributors Certified Financial Planners (CFP) Insurance Agents
Registered Investment Advisors (RIA) Wealth Managers Sub-brokers
Concept of Business Planning Investment Vehicles & Strategies Sales Strategies Regulations & Business Promotions Risk Management in Business/Investment New Marketing Strategies (Traditional + Digital) Office Management & Client Management Knowledge & Information Normal Vs Emotional Marketing Technology & Tools Presentation Skills & Brand Building Business Process & Performance
Basics of Making PPT & Images Basics of Excel Tools Importance of Communication Process Driven Approach Interviewing Skills Time Management Marketing Tactics How to Celebrate Every Event Digital Marketing How to Manage Google Tools Email Etiquettes
Yoga & Fitness Dietician & Nutritionist Image Consultancy & PR Development HR Consultant Fund Manager Talks Software Training Case Study from NBT Partners
Concept of Business Planning Investment Vehicles & Strategies Sales Strategies Regulations & Business Promotions Risk Management in Business/Investment New Marketing Strategies (Traditional + Digital) Office Management & Client Management Knowledge & Information Normal Vs Emotional Marketing Technology & Tools Presentation Skills & Brand Building Business Process & Performance
Basics of Making PPT & Images Basics of Excel Tools Importance of Communication Process Driven Approach Interviewing Skills Time Management Marketing Tactics How to Celebrate Every Event Digital Marketing How to Manage Google Tools Email Etiquettes
Yoga & Fitness Dietician & Nutritionist Image Consultancy & PR Development HR Consultant Fund Manager Talks Software Training Case Study from NBT Partners
Disclaimer: *All the sessions are subjective to the market scenario & availability of the trainer. We hold all rights to replace or cancel the subjects mentioned above.
12 fixed online classroom training of IFAs 12+ market behaviour training for investors 6+ well-designed modules for staff
12+ thematic client presentations Client acquisition, retention & engagement strategies 10+ tools, templates & calculators
12 months (365 days with 52 hours training) 1 RM allotted for execution of strategies Quarterly review meetings with RM or Program coach*
12 fixed online classroom training of IFAs 12+ market behaviour training for investors 6+ well-designed modules for staff
12+ thematic client presentations Client acquisition, retention & engagement strategies 10+ tools, templates & calculators
12 months (365 days with 52 hours training) 1 RM allotted for execution of strategies Quarterly review meetings with RM or Program coach*
* Depending upon requirement & performance
Disclaimer: *All the sessions are subjective to the market scenario & availability of the trainer.
We hold all rights to replace or cancel the subjects mentioned above.
Doubling the sales is everyone’s need, but only a few succeed. Sales is no magic, it requires focused efforts and exceptional skills. But what efforts and which skills?
Enter KICK – our unbeatable sales training programme designed for sales success.
KICK stands for Knowledge, Imagination, Commitment and Kiss!
The correct mix of the right knowledge, clever imagination, undeterred commitment and loads of love and passion for your job is what will make you hit the sales bulls eye, every time!
This session designed to guide you on the fundamentals of broking business. Know what a broking business is, what do you need to run it successfully and how do you accelerate and sustain its growth.
Strategic business guidance to take your business to the next level.
Mindset is a set of assumptions and beliefs which has a significant impact on why people continue to adopt or accept prior behaviors, choices, or tools. And so it has a definitive impact on decision making and goal setting. Based on his insights, Hitesh Mali has identified a new mindset that is vital in financial business.
The RICH Mindset – think rich to become rich.
When it comes to sales you need to think beyond limits, think possibilities and opportunities. Our consultancy programme helps those with a well established financial business change your perspectives, shorten the roadmap towards your goals and develop an effective strategic business plan.
“People in good mood make optimistic judgements
while people in bad mood make pessimistic judgments”
People usually make investment decisions based on their product preference, performance perception of a particular product or by simply following friends and family.
With so many investment products around how do you decide where to invest and how much?
4:8:12:16:20 -that’s the ratio. For more details join our module!
Life Style, Infrastructure, GDP, Market Cap everything is changing and growing for the better. It’s time to forget the outdated, welcome the new and march ahead with better knowledge and more confidence.
Risk tolerance depends upon the ability and willingness to take risks. And usually is a major influencer when it comes to asset allocation. This section deals with many such aspects of asset allocation.
50% of sales persons don’t call after first rejection. Only 4% – 5% keep trying after 4 rejections. Building a high performance sales team is hence not just about hiring but more about keeping them motivated and trained.
An informative event on financial investments, it had sessions on wealth creation for various sections of the advisors and investors. Eminent experts along with Hitesh Mali undertook seminars to spread awareness on how planned regular investments guarantee higher returns.
Seminar For The Youth On SAVING-INVESTING-GROWING
A talk on RETIREMENT-WEALTHLIFESTYLE MANAGEMENT
Seminar For traders
Seminar For Doctors and HNls on Wealth creation through PMS
Interaction Event With Hitesh Mali – TALK-ASK-KNOW
Times have changed and so must we. This new exciting era demands a fresh approach and new thought processes in financial investments. It necessitates an updated understanding of concepts and identification of emerging growth engines. Hltesh Mali’s programme NAYA ZAMANA NAYI SOCH focuses on driving this change through interesting analogies and examples.
An informative event on financial investments, it had sessions on wealth creation for various sections of the advisors and investors. Eminent experts along with Hitesh Mali undertook seminars to spread awareness on how planned regular investments guarantee higher returns.
Back in the 90s, everything was just about work. Aspirations were limited and so were avenues. The new millennium bought a wave of economic reforms that encouraged increased incomes and higher ambitions. Today we live in an age of aggressive consumption. What was considered a luxury has now become common. How do we tap opportunity of surging demands? How do we benefit from the very positive lifestyle trend?
A local tea stall, a mid-range coffee shop and a premium cafe chain all sell coffee. Then what is it that sets them apart?Why do we pay Rs. 300/- for a cup of coffee that generally costs Rs. 20? We pay for the BRAND PERCEPTION – the experience that we enjoy every time we visit the cafe.
Educating the audience on why Mutual Funds is a great investment option forms the core of this session. It helps advisors and investors learn about the types of mutual funds and the features and benefits of each of them.
• Debt Fund | • Equity Saving Fund | • Balance Fund |
• Large Cap | • Mid Cap | • Small Cap | • Multi-Cap |
• Thematic / Sector Fund | • ELSS
NEW ECONOMIC REFORMS
Launch of various schemes and laws in the past few years have enabled better transparency and security across financial transactions and products. A session on how they impact helps drive informed investment decisions.
The old models of economic and shareholder value creation have become obsolete. Today’s customers need new and effective solutions to satisfy their ever increasing and ever evolving needs. And to create such opportunities it is critical to understand how economic and shareholder value has moved away from an increasingly outmoded business designs.
Gone are the days when financial investing meant focus on profits. The dynamic growth scene requires emphasis on systematic planning and process for continued returns.
Investments sirf ek cheez se chalti hai
discipline, discipline, aur discipline!