Business Training & Events

Training & Events for Business Associates

We have a separate vertical which arrange various training sessions and events for Business Associates & their employees.

IGNITE

One day program for Business Associates which talks about current market opportunities, business goal setting, Kotak's offering & trading strategies.

TECH CHAMPIONS FOR FRANCHISEES

Program is focused on Business Associates who are primarily doing offline business & to introduce them to new online tech platforms. Session also includes introduction to BOSS tool and risk management for online accounts.

THE LAUNCH PAD

Two day induction program for new franchisees is taken by business, compliance & operations team which covers: Introduction - Kotak's culture & values | Pitch - Sales master class & Dealing strategies | Compliance related to Franchisees | BOSS & BASS Software | Risk management | Account Opening Process.

PITCH FOR FRANCHISEE

The program is in line with Pitch for Dealers and covers: Introduction to a structured & standardized process to build consistency in sales approach | How to do proper questioning to understand client profile | Seamless objection handling through the "LEAP" method | Learn to create enduring relationships with clients | Why & how to use stop losses | Managing irate clients in adverse market condition | Introduction to tech products.

FRANCHISEE EXCELLENCE AWARDS

In Kotak Securities Franchisee Excellence awards, we celebrate the excellence attained and retained by our Business Associates by honoring the best with Best Franchisee award.

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