THE NEXT BIG THING

BUSINESS DEVELOPMENT KA

BIG BOSS

Become the ‘Wizard of Business’ with The Next Big Thing – an online business development module initiated with the sole purpose of educating & motivating financial entrepreneurs and individuals who aspire to invest and earn.

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.

Self Development

   Strategy Formulation
   Product Knowledge
   Market & Client Behaviour
   Importance of Book Reading
   Learnings from our surroundings

Client Development

   Client Acquisition
   Client Engagement
   Client Retention
   Client Webinar Training

Staff Development

   Sales Training
   Marketing & Branding
   Understanding Tool Kit
   Time Management &
Process Driven Approach
   How to be Efficient &
Effective at Work Place

Who Should
Join This
Program?

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.

This program is for

   Independent Financial Advisors (IFA)
   Mutual Fund Distributors
   Certified Financial Planners (CFP)
   Insurance Agents

   Registered Investment Advisors (RIA)
   Wealth Managers
   Sub-brokers

Who Should
Join This
Program?

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.

This program is for

   Independent Financial Advisors (IFA)
   Mutual Fund Distributors
   Certified Financial Planners (CFP)
   Insurance Agents

   Registered Investment Advisors (RIA)
   Wealth Managers
   Sub-brokers

COURSE
CURRICULUM

COURSE
CURRICULUM

  • Sessions by
    Hitesh Mali
  • Sessions by
    TEAM NBT
  • Sessions by
    Guests
    (NBT Specials)

  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

COURSE
CURRICULUM

Sessions by
Hitesh Mali

  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

Sessions by
TEAM NBT

  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

Sessions by
Guests (NBT Specials)

  Yoga & Fitness
  Dietician & Nutritionist
  Image Consultancy & PR Development
  HR Consultant
  Fund Manager Talks
  Software Training
  Case Study from NBT Partners

PROGRAM
DELIVERABLES

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.

Live Sessions

  12 fixed online classroom training of IFAs
  12+ market behaviour training for investors
  6+ well-designed modules for staff

Content Collaterals

  12+ thematic client presentations
  Client acquisition, retention & engagement strategies
  10+ tools, templates & calculators

Time & Support

  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

PROGRAM
DELIVERABLES

Live Sessions

  12 fixed online classroom training of IFAs
  12+ market behaviour training for investors
  6+ well-designed modules for staff

Content Collaterals

  12+ thematic client presentations
  Client acquisition, retention & engagement strategies
  10+ tools, templates & calculators

Time & Support

  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.

Highlights of our programs

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!

ESSENTIALS OF BROKING BUSINESS

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.

STRATEGY

Strategic business guidance to take your business to the next level.

RICH MINDSET

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.

HOW DO PEOPLE MAKE JUDGEMENTS?

“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.

THE RIGHT MIX

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! 

BEETA HUA KAL, YA AANE WALA PAL

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. 

ASSET DISTRIBUTION

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.

A GREAT SALES TEAM

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. 

INVESTMENT NO MAHAKUMBH

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.

KAL KE SUPERSTAR

Seminar For The Youth On SAVING-INVESTING-GROWING

60 & YOUNG

A talk on RETIREMENT-WEALTH­LIFESTYLE MANAGEMENT

DANGAL ON D'STREET

Seminar For traders

WEALTH CHECK UP

Seminar For Doctors and HNls on Wealth creation through PMS

LET'S TALK

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.

RICH MINDSET

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.

LIFEST YLE - THE NEW CONSTANT

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?

OLD V/S NEW

CASE STUDY

Three Cups and One Story

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

LIFEST YLE - THE NEW CONSTANT

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.

VALUE MIGRATION

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.

WHERE IS YOUR FOCUS?

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!