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Certification
NISM
NCFM
MF Training
Examination
Mentorship
Downloads
MF Blogs
Photo Gallery
Our Programs
Demystifying GST for MFD
Sales & Marketing - Smallcase - New AMC Product
Mutual fund – NISM VA Preparation
Equity Research – NISM 15
Portfolio Management Services – NISM 21
Handling Investor Biases
Reading Factsheet & Effective Sales Tools for Distributors
Strategy of Acquiring New Clients &
Cross-Selling & NFO
New MFDS - Early Sales & Portfolio Making
Revenue Model & Business Strategy for MFD
Macroeconomic Parameters & Impact On Capital Markets
Comprehensive Financial Planning Through Excel
Insight to Equity & Equity Market Valuation
Introduction to Fixed Income Securities & Portfolio Making
Fixed Income Securities - Advanced Module
Introduction To Equity Derivative Market
Portfolio Construction & Evaluation
Social Media Marketing & Sales Tools
Audit Preparation & Compliance Requirements For MFDs
Data Security and Role of Technology in Business
AI Tools For Sales & Operational Efficiency
Strategy of Acquiring New Clients & Cross-Selling & NFO
Program Details
01
Data Collection & Filtering
02
Referral & Endorsement
03
Positioning of Portfolio
04
Impact of Sales on AUM & Revenue
05
Test Assessments & Case Studies
06
How Cross-Selling is the Easiest Sales Skill
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