| Module |
Topics |
Session no. |
Dates |
Time |
Session Recordings |
| 1.Overview & evolution of Indian MF industry |
| Understanding the role of mutual funds in helping investors achieve their financial goals |
| A brief history of Indian mutualfund industry; The opportunities ahead for the industry |
|
|
|
| 5 PM to 7 PM |
| 10 AM to 12 PM |
|
|
| 2. Role of
an MFD |
| Who is an MFD; Scope of services and products; regulatory framework |
| Dynamics of MFD's business; Future of MFD's business |
|
|
|
| 5 PM to 7 PM |
| 10 AM to 12 PM |
|
|
| 3. Business Planning |
Vision, mission and
business goals |
Components of a business plan
for MFDs |
| Math of business plan; Resources required; Lifetime value of customer relationship |
Putting the business
plan together |
|
|
| 24-May-24 |
| 25-May-24 |
| 31-May-24 |
| 01-Jun-24 |
|
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
| 10 AM to 12 PM |
|
|
| 4. Marketing & Branding |
Difference between branding,
marketing & sales; components
of a marketing strategy |
Sharpening of your
marketing axe |
Marketing activities -
online and
offline |
Personal branding - what it
is and
what should one do? |
|
|
| 07-Jun-24 |
| 08-Jun-24 |
| 14-Jun-24 |
| 15-Jun-24 |
|
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
| 10 AM to 12 PM |
|
|
| 5. Customer Acquisition |
| Why customer acquisition is key to MFD's business growth |
| Laying the foundation for effective customer acquisition; how to communicate in sales meetings (different formats of meetings - online, offline, seminars, one-to-one calls, casual acquaintances, introductions (formal/informal); understanding body language; your pitch (elevator pitch, a long walk pitch); story book; credibility statement; presenting oneself as a professional / expert |
| Customer acquisition activities - suitability to your practice, cost of acquisition v/s lifetime value, tracking and monitoring |
|
|
| 21-Jun-24 |
|
|
| 29-Jun-24 |
| 05-Jul-24 |
| 06-Jul-24 |
|
|
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
|
| 10 AM to 12 PM |
| 5 PM to 7 PM |
| 10 AM to 12 PM |
|
|
|
| 6. Customer Engagement & Relationship Building |
Why a bird in hand is more
than two in the bushes for an
MFD - show cost of retention
v/s cost of acquisition |
Relationship building plan -
goal,
resources, activities |
|
|
| 12-Jul-24 |
| 13-Jul-24 |
| 19-Jul-24 |
| 20-Jul-24 |
| 26-Jul-24 |
| 27-Jul-24 |
|
|
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
| 10 AM to 12 PM |
|
|
|
| 7. Data Mining for Business Opportunities |
Understanding your book of
business to find growth
opportunities |
Getting more business from
existing customers |
|
|
|
|
10 AM to 12 PM
|
|
5 PM to 7 PM
|
|
|
| 8. Tech
Support & Sytems |
Transaction platforms, CRM,
MIS and customer reporting
software |
Product research and risk
profiling software; accounting
& other support functions |
Technology for customer
acquisition & customer
engagement |
|
|
| 10-Aug-24 |
|
16-Aug-24
|
|
17-Aug-24
|
|
| 10 AM to 12 PM |
|
5 PM to 7 PM
|
|
10 AM to 12 PM
|
|
|
| 9. NISM Series X-A |
|
|
| 23-Aug-24 |
| 24-Aug-24 |
| 30-Aug-24 |
| 31-Aug-24 |
| 06-Sep-24 |
| 07-Sep-24 |
| 13-Sep-24 |
|
14-Sep-24
|
|
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
|
10 AM to 12 PM
|
|
|
| 10. NISM Series X-B |
|
|
| 20-Sep-24 |
| 21-Sep-24 |
| 27-Sep-24 |
| 28-Sep-24 |
| 04-Oct-24 |
| 05-Oct-24 |
| 11-Oct-24 |
|
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
| 10 AM to 12 PM |
| 5 PM to 7 PM |
|
|
