An initiative by Hitesh Mali’s team

The Workshop starts from:

21 JUNE 2022 ~ TUESDAY ~ 11:00 AM

Are you facing trouble in training your new employees to cope with your clients? Do you want to train your employees so that they are market-ready for your Financial Services company?

Increase your staff’s productivity by providing them with the most up-to-date content, tools, and client interaction tactics. This staff training program handles all of the thinking for you and offers strategies that directly call for action.

Explore even further with us!

The workshop can be attended by the Staff Members of:

This workshop will Boost your Staff with:

This workshop will Provide your Staff with:

The program Coverage will be:

Sessions Schedule:

  • Day 1 – 21 JUNE 2022 ~ Tuesday

  • Day 2 23 JUNE 2022 ~ Thursday

  • Day 3 25 JUNE 2022 ~ Monday

  • Day 4 27 JUNE 2022 ~ Wednesday

  • Day 5 29 JUNE 2022 ~ Friday

All the above sessions will be starting from 11:00 AM onwards

(which will continue to range from 1 hour 30 mins to 2 hours depending upon the session coverage)

trainers with best understanding of financial services

Ms. Bhargavi Dasmanthurao

7 years of excellence

She is a dedicated resource handler, gold medalist HR post graduate with continuous attempt at organization building. Sheer understanding in compliance related matters through certificates and trainings like NISM Certification in Depository, Executive Presence, Gold medalist in Human resources master from the Maharaja Sayajirao University and many more. Her work philosophy is that there is always scope for improvement. Never stop working towards improvement.

Core Competence:

Legal & Compliance issues | Employee and office Management | Effective Operations

Mrs. Priyanka Patil

8 years of excellence

Mrs. Patil is an enthusiastic lead in acquisition of new clients for 6 years with educational background that levels up the stake in the field of finance. Experience with leading coporates as a Business development Executive. Currently managing over 200+ Financial Consultants. She is mastering to excellently understand their needs for a business lifestyle that leads towards collective strategic growth.

Core Competence:

Client Acquisition |Understanding Consumer Behaviour | Strategy executioner

This workshop will enrich your new staff’s working skills:

  • How to Deal with Prospective Clients ?

  • Are you facing difficulty in Managing the Existing Clients under Broking | Mutual Funds | Insurance segment?

  • Learn to Use images, google forms, one to one meetings, excel tools for Client Engagement purposes

  • Extensive usage and understanding importance of Email Communication with Clients

  • How to manage the operations through proper time management with optimum productivity?

  • How to optimize client satisfaction & client experience from the start of journey?

  • Make presentations & excel for reporting activities

  • How to manage their daily routine and work schedule with effective time management & process driven approach?

  • How to develop a specific Skill, Behaviour and increasing your knowledge in particular area to become successful personally & Professionally?

  • How to extract the best out of an individual and encourage them to deliver their level best? ( Individual Attitude, Thinking, Behaviour and Mindset)

  • Get a Chance to Interact live with our effective Team.

Your Investment: INR 1999/- +GST only


  • No recording will be provided for any session. No clippings or any other content from the session shall be uploaded on any digital platform or shared to anyone through other means.

  • All sessions shall be LIVE only.

  • Presentations shall be provided only after completion of 5 sessions.

  • We shall use our Zoom Platform for Webinars, so link shall be provided to you 1 day prior to the session.

  • No refund shall be given once the payment is done.

  • Attendance is compulsory.


These training and the materials presented during the session are only for information purposes and to improve your work practices. We don’t intend to infringe any copyrights or hurt sentiments of any political, religious or legal entities. We don’t intend to provide any advices, recommendation and tips relating to Financial industry or financial products. It is solely for employee development.

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