Ready to take your skills to the next level?
Get Skilled with MOSE’s UNNATI
Industry’s First Certified Course on Broking
Unnati is industry's first certificate course on Broking & Distribution business that transforms you into a skilled and knowledgeable Entrepreneur in just 8 weeks.
The Unnati programme addresses all your needs that includes knowledge, skill and business ideas. This unique financial industry course gives you an opportunity to learn entrepreneurship with the right skills and technical know-how to start your own Broking and Distribution business.
Who Should Join MOSE UNNATI?
Key Focused Area’s of UNNATI
Opportunities Post Program
- Zero infrastructure cost
- Manage business from MOFSL branch offices
- Dedicated dealing & back office support from branches.
- Get access to solid research and advice for free
Course Highlights
Program Details
Course Structure & Timeline
Session 1 - Introduction to Unnati
Introduction of Unnati Participants
History and Evolution on Unnati
Course Outline
LMS Orientation
Session 2 - Opportunity as an entreprenuer in this Financial industry
Session 3 - Function and Scope of Financial Intermediatory
Role of a Financial Service provider
Role of Parent Broker in Financial Intermediatory
Session 4 - Introduction to Capital Markets
Session 5 - Derivatives Primer
Session 6 - Fundamantals of Commodity Markets
Session 7 - Asset & Distibution Products - 1 (IP/IAP Products)
Session 8 - Asset & Distibution Products - 2 (Fixed Income Products)
Session 9 - Sales Models
SPACER/SPANCO
USM
Session 10 - Meeting for Impact
SPIN Selling Model
Probing & Profiling Techniques, Need Identification,
Closing Techniques
Session 11 - 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.
Objections can be
1. How to fetch accounts from other brokers (Full service and Discount)
2.How to justify brokerage
3.How to handle irated customer with an example.
Session 12 - Customer Acquisition - Through Conventional Mode
Session 13 - Customer Acquisition-Through Digital Media (Part-A)
The optimal use of social media and digital platform for their client acquisition.
The marketing plan to promote your business for the next level through Google
Session 14 - Customer Acquisition-Through Digital Media (Part-B)
The optimal use of social media and digital platform for their client acquisition.
The marketing plan to promote your business for the next level through Google
Session 15 - Personal Branding
What is Branding
Building your personal brand
Innovating and new age ways to build your brand
Session 16 - Prospect Engagement Techniques
Session 17 - Customer Life Cycle
How to enhance client's life-cycle (Shelf-life)
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.
Caselet of franchise for customer retention, Best practices of successful
franchises
Periodic reviews with customer
Session 18 - Financial Planning for Client - Goal Orientation
Portfolio management and financial planning for your clients through different
investment products
Utilization of portfolio restructure tool to prepare a better portfolio for your
client.
Utilization of Research Reports for Business Growth
Session 19 - Maximising Customer Wallet Share
Session 20 - Upselling & Cross Selling Techniques
Session 21 - Business Planning - Breakeven Simulator
Learn from expert to do business in the effective manner and manage the
profitability by using revenue planner
Session 22 - Reports and Analytics
Various reports of franchise should track
Analysis of report for meaningful outcome
Session 23 - Business Management
Understanding brokerage fees, commissions, and managing business
expenses
Risk management, Internal controls, fraud prevention and client asset
protection techniques
Financial requirements(recurring and one time)
Session 24 - Secret Formula of Success
Learn from experts with their secret formula to become successful and more
successful in this industry as a business associates of Motilal Oswal
Session 25 - Introduction to Technical Analysis (TA),
Understanding Price Action, and Chart Patterns
Session 26 - Advanced technical indicators
(Moving averages / MACD, RSI, Stochastic oscillators)
Session 27 - Advanced Technical indicators (Moving averages / MACD, RSI, Stochastic
oscillators) & to F&O
Session 28 - Introduction to Greeks: Part 1
Session 29 - Introduction to Greek: Part 2
Session 30 - Risk management and trading psychology
Session 31 - Live Market: Part 1
Session 32 - Live Market: Part 2
H.D.F.C. BANK A/C/ NO.57500000446464
IFSC code: HDFC0000060
BRANCH: FORT, MUMBAI
Our Unbeatable Advantage
Experts and Leaders
Upon Course Completion