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Right knowledge with right skills to run a successful broking business

Expert hand-holding in booming Indian economy

Unleash your growth potential and earn your worth in just 8 weeks

Get Skilled with MOSE’s UNNATI

1 Year Mentorship with a community of 1700+ Unnati participants

Blend of entrepreneurial and technical education

Certified by NSE Academy

Program delivery by industry experts

Partner With Us

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?

Employees Working In Broking /Financial Service Industry

You can acquire valuable knowledge and skills related to entrepreneurship, which can help them start their own business or advance their careers within the industry.

Second And Third Generation Business Owners

By enrolling in this course, you can acquire new skills and knowledge related to entrepreneurship, which can help you to expand and take your businesses to the next level.

Key Focused Areas of UNNATI

Foundation of financial intermediation

Financial Products and Services

Connect & Convert

Customer to Consumer Social Skills

Business Intelligence

Technical Prowess

Opportunities Post Program

Become a Franchisee

Efficient back-office system and simplified operations management
Staff training program implementation
Assistance with migrating current customers
Guidance and mentorship provided by senior management
Comprehensive assistance for business development

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Course Highlights

Mentorship

Year-long personalised mentorship program, focussing on both business & technical aspects, ensuring their success

Pioneering Initiatives

India’s first-ever program that seamlessly blends entrepreneurial and technical education tailored for the broking & distribution sector

Certified by NSE Academy

Technical curriculum is meticulously curated and delivered by NSE Academy

Industry experts

Program delivery is undertaken by seasoned professionals bringing invaluable industry experience

Program Details

Eligibility

Any graduate

Mode of delivery

Webinars + Classroom (Optional)

Course Structure

34 online sessions spread across 2.5 months

Languages available

English and Hindi

Lecture Resources

Available

Evaluation

Online Exam

Certification

Joint certification with NSE Academy

Refund

₹25,000 cashback of your fee once you become our partner*

Fee

UNNATI LITE (20,000/- + GST ) AND UNNATI ELITE (30,000/- + GST)

Course Structure & Timeline

Module 1 - Financial Intermediation Basics

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

Module 2 - Basics of Financial Products

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)

Module 3 - Connect & Convert

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

Module 4 - Customer to Consumer

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

Module 5 - Business Intelligence

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

Module 6 - Technical Prowess

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

Module 7 - Payment details

MOTILAL OSWAL BROKING AND DISTRIBUTION LIMITED
H.D.F.C. BANK A/C/ NO.57500000446464
IFSC code: HDFC0000060
BRANCH: FORT, MUMBAI

Our Unbeatable Advantage

Get Trained from Industry
Experts and Leaders

Personal advisor with your interest in mind

Certificate from MOFSL and NSE leading to Growth Opportunities

Exclusive Community Access
Upon Course Completion

Success Stories Of Our Franchisee

https://dbs7qpzv4mcv.cloudfront.net/big_business_league_where_success_takes_the_center_stage.mp4

multi-video-item

https://dbs7qpzv4mcv.cloudfront.net/big_business_league_the_inspiring_story_of_building_a_dream_business.mp4

multi-video-item

Upgrade to the next level (MOSE)

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