OmniPresence! July 2023

FORTIETH EDITION JULY 2023 From The Desk of Jayant Manglik As we forge ahead, Team Omni is doing well and poised to do even better. A significant percentage of Omniites are earning incentives and the ongoing contests are also playing their part in creating winning opportunities for team-members. A record number of 131 people qualified for the Phuket trip, which was the top prize for the JFM multi-product IP & AP sales contest. Congratulations to the winners! That done, we will continue our focus on IP. Persisting with insurance sales through the year is a good idea, especially now that it is an all-season product and there are regulatory caps on the tax-free amount. As a retail channel we are best placed to benefit from this opportunity – all we have to do is present the wide range of products to our clients and they will surely pick at least one policy. This is part of the IP initiative, the other side of which is PMS/AIF sales which, together with insurance, will help in ensuring high revenues and profits to augment our core business of broking in equity, currency and commodity segments. Likewise, Advisory products like TGS and IAP will remain a key part of our revenue initiative. We also have to increase the number of clients sourced by Omni. This will help in getting core broking revenue as well as sales in other investment and advisory products. For this, new client acquisition (NCA) is the key. The ongoing Dubai contest for NCA too saw many winners (Congratulations, again!) and I am sure the number of NCA will only increase from here on as the central team continues to facilitate quality acquisition in good quantities. To do all this consistently, we have to make Omni bigger than it currently is. We need more RM and more Advisors. More good people like you who make Omni what it is today. Continue to refer your colleagues from your previous organizations and we will make it rewarding for you to do so just as we have done earlier. Incidentally, most of the best people we have hired have been from internal referrals. Aim high & do well!

OMNI Stars – June 2023  Individual Category Broking Px IAP NCA

Insurance Paid Products

Unlisted  Unit Leader / Reactivation TL Category



 Area Head Category



 Regional Head Category

Omninterview – Gaurav Khanna (MIS & Analytics, Delhi) Q1. How would you describe your personal and professional growth during your time with Omni? A1. Over the past three years, I have experienced significant personal and professional growth. I have honed my communication skills, developed a stronger leadership presence, and gained a deeper understanding of my strengths and areas for improvement. Q2. What have been the most valuable lessons you’ve learned during your time with Omni? A2. One of the most valuable lessons I learned is the importance of adaptability in a dynamic work environment. Being open to change and willing to embrace new technologies and methodologies has been instrumental in my growth. Q3. Are there any specific areas you would like to focus on for further development? A3. I plan to continue expanding my skill set by pursuing professional development opportunities and attending relevant industry conferences and workshops. Q4. How has been your overall experience in planning and execution of some of the most popular contests of Omni? A4. My overall experience in planning and executing contests for Omni has been positive and rewarding. These contests have proven to be effective in driving motivation, engagement, and healthy competition among our team. The planning phase involves carefully defining the objectives, selecting meaningful metrics, and designing exciting and achievable targets. Execution requires clear communication, regular updates, and providing the necessary resources and support to participants. By monitoring progress, providing timely feedback, and recognizing top performers, we have seen a boost in performance and team morale. Q5. What is one change you would like to bring in Omni? A5. Implementation of data-driven decision-making culture. I believe we can enhance the decision-making process, improve efficiency, and drive better outcomes.

Omninformation: Winner of May month’s Q&A: 1. Neeraj Kumar (25357_OMNI-IndoreK2) 2. Ganesh U M (16534_Omni-Davangree) Answer of last Month’s Q&A: 1. (D 2. (A 3. (B 4. (B This month’s Q&A: Answer the following questions correctly and get a chance to see your name highlighted in this section in next month’s edition. Please send your responses to [email protected] with the Subject – “OMNIPRESENCE June 2023 – ANSWERS” Q1. Who amongst the following Individual did highest NCA in June 2023? a) Lalcheta Dhara b) Odedara Mayur c) Udit Joshi d) Rahul Gour Q2. Who amongst the following Unit Leader did highest paid products in June 2023? a) Rameshwar Dabhade b) Mridul Jha b) Dikshant Jain d) Ramesh Darla Q3. Who amongst the following Area Heads did highest advisor Broking Px in June 2023? a) Dharmendra Manohar Khadye b) Gaurang Bhatt c) Dinesh Mondal d) Jaydeep Pattanayak Q4. Who amongst the following Regional Heads did AIF in June 2023? a) Yogesh Wahi b) Ankur Khandelwal c) a & b Both d) Pranavkumar Raval