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Bangalore IFAs give "guru-dakshina" to LEAP

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In December 2015, Ashok Kanawala gave us a curtain raiser on HDFC MF's LEAP training initiative (Click Here). Since then, LEAP has travelled to six cities so far - Bangalore, Mumbai, Ahmedabad, Delhi, Chennai and Kolkata. The entire program covering 6 modules has now been completed in these 6 cities, and LEAP is preparing now to travel to the next 6 cities in its list - Pune, Vadodara, Indore, Hyderabad, Chandigarh and Lucknow.

LEAP's journey began in Bangalore on 23rd October 2015. While the program was then executed in parallel across 6 cities between October and December, Bangalore will always be special for LEAP, since this is where it all began.

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At the conclusion of the 6th and final module in Bangalore, to mark the completion of the 1st LEAP program, a special one-off "Convocation" ceremony was held, where the participating IFAs were awarded their certificates, in true graduation style!

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Participating IFAs quickly got into the mood, tossing their graduation hats high up in the air - in true graduation day style!

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Here is feedback from some of the Bangalore participants on their LEAP experience

Vitthal Prabhu (ARN 99249)

The consolidated 6 module training program is the most extensive one that i have undergone compared to any other trainings that other fund houses have done. They were a mix of theory based, soft skills and practical skills that were taught. Those who were serious of increasing their business have really benefited from them. The techniques of selling, if followed properly, can result in increase in business by at least 30% to 40%. The trainings by themselves were evenly spread out over 6 weeks which gave time to absorb the learnings.

The 30 odd IFAs who got trained under LEAP were so very thankful to HDFC that we decided, that as guru dakshina, we would each sell at least one lakh worth of HDFC funds in the month subsequent to graduation from the program.

K K Venkatachalam (ARN 103828)

At the outset, I would like to congratulate the entire HDFC Mutual Fund team for designing such a concept and inviting Advisors to impart a well-planned training. The entire training program that was conducted spread over six days was managed efficiently by both freelance and in-house trainers who are thorough professionals. Such programs go a long way in boosting the confidence of IFAs. The approach in handling clients and their money was conveyed appropriately. Some of the role plays that was enacted provide you an opportunity to implement a similar strategy to boost your business.

Nagraj Gupta (ARN 100844)

LEAP Certificate program was well organized by HDFC AMC. This program made me to learn on Personality development, Communication Skills, Presentation and finally how one should provide Goal based Financial Planning to their clients rather than just selling a product without assessing the Risk Apatite of the client. Also, it enabled me to meet other veteran IFAs and getting to know each other was also a good experience. Once again thanks to HDFC for conducting this wonderful continuous education program.

Kavitha V (ARN 47141)

Leap progam was a very well integrated, designed training program. It touched most of the aspects that an IFA would require to ecxel in there business. The convocation atlast was an icing on the cake. Through this program I am able to chanalise my thought process in an appropriate and definitive way with more precision towards my business goal. Last by not the least, I take this opportunity to thank HDFC for organizing such a priceless event.

S. Gourishankar (ARN 26066)

I thank HDFC mutual fund and the LEAP team headed by Mr Mihir Shah for having given me an opportunity to be a student after a long time. It has been a enlightening experience to attend the HDFC Leap program. What this program did was to equip me with the soft skills that were necessary in my business, but for some reason was not available to us in any of the program that I have attended so far. I have already implemented a lot of what I have learnt and some I am trying to implement. I am sure that what I have learnt would become habits in due course and surely help me leap frog my business to the next level and beyond. The key takeaways may vary form person to person but there is surely a lot for everyone from a beginner to the more advanced IFA. Given a chance an IFA should consider himself lucky that he got chosen. I wish the HDFC mutual fund and the LEAP team all the very best in their noble endeavor.

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Content is prepared by Wealth Forum and should not be construed as an opinion of HDFC Mutual Fund.



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