MFRT ZONAL EXPERIENCE -26TH APRIL 2012, ROYAL BENGAL ROOM KOLKATA

MFRT ZONAL EXPERIENCE -26TH APRIL 2012, ROYAL BENGAL ROOM KOLKATA

 

About The Event

 

        ASK CIRCLE MFRT ZONAL EXPERIENCE -26th April 2012
        Royal Bengal Room , City Center I. Salt Lake ,Kolkata
9.30 - 10.30 Conference registration And Tea
10.30 - 11.00 Welcome address
11.00 - 12.10 Financial Planning to drive meaningful penetration for Mutual Funds
        Smart practices to build strong client relations and  Increase
        your market share’ or ‘How do you get your clients to charge a fee?(PPT)
        Equity as a major driver for Indian Economy
        How do we make MFs relevant to first time savers?
        Get clients to trust your advice & importance in person meeting
         
12.15 - 1.30 Using Social media,technology and E Commerce model to drive growth
        E commerce as growth drivers(PPT)
        Leveraging MF Utility to drive growth
        Social Media as an important tool in sharing informaiton
        Using technology to drive new business growth
        Key operating challenges that hamper retail expansion
         
1.30 - 2.30 Lunch
2.30 - 3.45 Sales strategy to win market share
        Nine Important Building Blocks that is essential for developing a 
        Business Model- Balance Score Card. (PPT)
        Building your practice around your core competencies
        Sharpening focus on your target client segments
        Creating a valued Proposition for the core clients
        Investor Awareness Programs for retail
3.45 - 4.00 Tea/ Coffee
4.00 - 5.00 Managing portfolios in volatile markets through Asset Allocation
         
        Opportunities and challenges for the IFA fraternity
        Manage volatility by managing client behaviour
        Going beyond STPs to make volatility work for you
        Using hedging techniques selectively to protect downside
        Using direct equities to manage volatility/ Derivatives
        Selective use of structured products
      Wrap Up

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