Omnipresence 1st September 2021

Eighteenth Edition – September 2021 From The Desk of Jayant Manglik Ultimately two characteristics define Omni and Omniites - discipline & ambition. As a unit, we have tried to follow processes and cultivate inputs which result in output. For example, the simple activity of tracking calls on Callyzer and Drishti ensures focus, revenue, product sales and more incentives for all RM and Advisors. After all, if the input is good then the output is bound to be better. Add ambition to this and you have a lethal combination. We set out to become a team with nationwide branches in the shortest possible time, even in the face of the pandemic. This team is Omni’s strength and the aggression & growth is purely the cumulative output of the team. On the discipline front, there are some clear objective steps for each job family to maximise individual professional growth and incentives: RM – plan client visits on the previous evening for the next day, revise the plan in the morning, meet clients, use Saathi without exception, use a prepared pitch for broking and IP. The main job is to acquire new-to-MO clients. This is the single most important role in our business. Advisors – Start your day with the morning research call, call clients before markets open, aim for maximum traded before 10 am when markets are most active, use Drishti for productivity and compliance. At the very minimum, everybody has to earn incentives, which is what works best for all of us. UL/AH – Focus on hiring – for a larger, efficient team as well as to account for attrition, give actual help to each individual team-member with joint calls, your level of knowledge in IP (PMS, AIF, LI, HI, SIP, MF, IAP, TGS) should be much higher than your reportees. Be hands on. Ideally all UL should try to do 1x revenue themselves every month even if it is not part of the KRA. Regular monitoring and review is also a key component of your responsibilities - regular means at least once a week with each reportee and based on data, not just an open-ended conversation. RH & above – Remember T.I.N.A – There is no alternative! In our case it stands for Team, IP, NCA and Advisory & Sales multiplier. These four macros will decide how your year turns out. It’s easy to get distracted, keep your eyes on the ball. To sum up, discipline will take us places and ambition will take us far beyond what we ourselves thought we were capable of. It helped when we started and will continue to be as important in future. Continue to aim high and do well!

OMNI – Some Milestones for August 2021 (All photograph Top to bottom shown as Left to Right)  Individual Category Offline Traded Clients (On Actuals) Basavaraj Parasappa Makkoji (Belgaum) G Subramanyam . (Kurnool) Veerabadri Gonugundla (Anantapur) Bishnu Gopal Bhattacharjee (Durgapur) B Nayeem Basha (Bellary) NCA (On Actuals) Sagar Shivshankar Khadpe (Mumbai1) Mitul Chandrakantbhai Prajapati (Ahmedabad) Yogesh Kumar Gupta (Kanpur) Kalpana Kushwah (IndoreK2 Sales) Munavver Ahmed Ansari (Kota) Vinit Kumar Soni (Raipur)

SIP (On Actuals) Amit Kumar (Ranchi N3) Veerabadri Gonugundla (Anantapur) Anand Singh Sisodiya (Raipur) Koyyakala Rajani Kumar (Kurnool) Rakesh Sahay (Ranchi N3) Value Pack (Amount) (On Actuals) Sudarshana Reddy (Gulbarga) Mohammad Toosheed (Mumbai2) Amar Agarwal (Kolkata N2) Amit Kumar (Ranchi N3) Lalit Kumar (Jamshedpur) IAP AUM (On Actuals) Rajan Kumar (Delhi3) Biswajit (Ranchi N3) Prashanth Gopal Netrekar (Jayanagar Sales) Syed Farooq Ali (Bhopal) Amit Kumar (Ranchi N3)

Insurance (On Actuals) Prashanth Gopal Netrekar (Jayanagar Sales) Biswa Jyoti Sarmah (Shivsagar) Shulinder Arora (Gurgaon) Sanjay Kumar (IndoreK2) Jayanta Madhab Bhuyan (Guwahati) PMS (On Actuals) Harshit Singhal (Noida) Soumya Banerjee (Haldia) Bishnu Gopal Bhattacharjee (Durgapur) Client Referrals (On Actuals) Kushal Konwar (Shivsagar) Nimish Khandelwal (BhopalK2 Sales) Pithadiya Sagar (Rajkot)

 Unit Leader Category Broking Revenue (On Gross Growth) Moksheshkumar Bhikhamchand Chhajed (Baroda Sales) Kavita Somvanshi (IndoreK2 Sales) Brajesh Parihar (Jaipur) Ranjan Kumar Mohanty (Bhubaneshwar N) Chetan Gangwar (Delhi Sales1) Commodity Revenue (On Gross Growth) Kavita Somvanshi (IndoreK2 Sales) Md Hasim Khan (Maldha) Pratap Kumar Singh (Delhi1) Trivedi Keyurbhai Arunbhai (Ahmedabad) Jatin Chawla (Gwalior) Currency Revenue (On Gross Growth) Chetan Gangwar (Delhi Sales1) Dinesh Mehan (Shri Ganganagar) Kotak Vijen Ashokbhai (Rajkot) Saurav Basu Mallick (Kolkata N2) Trivedi Keyurbhai Arunbhai (Ahmedabad)

Offline Traded Clients Per Advisor Shashidhar Kalugotla (Kurnool) Uday Sankar Maji (Durgapur) Kaushal Kumar Pandey (Haldia) Dinesh Mehan (Shri Ganganagar) Abhay Seth (Agra) NCA (On Gross Growth) Vivek Vilas Chouthaiwale (Pune1) Akash Sharma (Kanpur) Prasad Ramakant Jadhav (Mumbai1) Pratap Kumar Singh (Delhi1) Manas Puri (Gorakhpur) IAP AUM (On Actuals) Saroj Kumar Muduli (Jayanagar Sales) Ramalingam S (T Nagar1) Rasmi Ranjan Sukla (Bhubaneshwar) Chetan Gangwar (Delhi Sales1) Ramesh A N (T Nagar2)

SIP (On Actuals) Kotak Vijen Ashokbhai (Rajkot) Rudrappa Lohar (Hubli) Ravi Prakash Sharma (Jamshedpur N) Shashidhar Kalugotla (Kurnool) O Madhusudana Rao (T Nagar) Value Pack (Amount) (On Actuals) Rashmi Kumari (Delhi3) Gaurang Bhupendra Bhatt (Mumbai2) Saurav Basu Mallick (Kolkata N2) Himanshu Singhal (Gurgaon & Noida) Kavita Somvanshi (IndoreK2 Sales) Insurance (On Actuals) Saroj Kumar Muduli (Jayanagar Sales) Himanshu Singhal (Gurgaon & Noida) Gaurang Bhupendra Bhatt (Mumbai2) Vivek Vilas Chouthaiwale (Pune1) Saurav Basu Mallick (Kolkata N2)

PMS (On Actuals) Himanshu Singhal (Gurgaon & Noida) Kaushal Kumar Pandey (Haldia) Uday Sankar Maji (Durgapur)  Area Head Category Broking Revenue (On Gross Growth) Nikhil Hirabhai Patel (Baroda) Manjunath Telagi (Belgaum) Rajesh Kumar Jha (Delhi Sales) Commodity Revenue (On Gross Growth) Abhishek Manchanda (Delhi1) Umesh Singh (Pune) Rajeev Kumar (Delhi2)

Currency Revenue (On Gross Growth) Rajesh Kumar Jha (Delhi Sales) Sandeep Agarwal (Agra) Nitin Kulshreshtha (BhopalK2) Offline Traded Clients Per Advisor Manjunath Telagi (Belgaum) Sunil Kumar Gembali (Vizag) Sanjay Kumar Chourasia (GwaliorK2) NCA (On Gross Growth) Sandeep Agarwal (Agra) Umesh Singh (Pune) Ponduri Sambasiva Rao (Guntur)

IAP AUM (On Actuals) Vikash Kumar (Ranchi N3) Rajesh Kumar Jha (Delhi Sales) Siddayya Hiremath (Hubli) SIP (On Actuals) Vikash Kumar (Ranchi N3) Manjunath Telagi (Belgaum) Sanjay Kumar Chourasia (GwaliorK2) Value Pack (Amount) (On Actuals) Siddayya Hiremath (Hubli) Abhishek Manchanda (Delhi1) Vikash Kumar (Ranchi N3)

Insurance (On Actuals) Lakhyajit Phukan (Shivsagar) Sanjay Kumar Chourasia (GwaliorK2) Shasank Chaubey (Guwahati)  Regional Head Category Broking Revenue (On Gross Growth) Manjeet Singh Sabharwal (Rajasthan) Commodity Revenue (On Gross Growth) Aklank Jain (Madhya Pradesh K2)

Currency Revenue (On Gross Growth) Manjeet Singh Sabharwal (Rajasthan) Offline Traded Clients Per Advisor Naveen Kumar GB (Rest of Karnataka) NCA (On Gross Growth) Himanshu Joshi (Uttar Pradesh)

IAP AUM (On Actuals) Suresh (Chennai) SIP (On Actuals) Rajesh Singh & Amar Nath Tiwary (Bihar & Jharkhand) Value Pack (Amount) (On Actuals) Naveen Kumar GB (Rest of Karnataka)

Insurance (On Actuals) Sridhar Krishna N (Bangalore) PMS (On Actuals) Sriudar Ojha (Rest of Bengal) Praveen Jain (DelhiK2) FLAVOURs of the month, September 2021  OMNI PREMIER LEAGUE  Activation Lotto Contest  Super September NCA Contest

Omninterview – Naveen Kumar G B, Mysore Q1. How has been your journey in the Omni vertical and what are the important take- aways? A1. I take pride in my organisation where even in a pandemic situation we are able to set up branches and succeeded in establishing them. Our people-first culture is significant in contributing to our success today. Review rhythm is very important. Q2. Your inputs on what motivates you and your advice to new generation to keep them self-motivated? A2. Motivating factor is the work culture and the time organisation spends in educating their employees. My advice to the new generation is that since we are in an industry where knowledge is most important, everyone should try learning new things every day. Q3. You have been quite consistent in achieving your goals, please share your process of setting up team targets? A3. In our industry client is an asset and the priority should be engaging the client frequently. Team will be driven based on their professional excellence. Q4. Please share an important factor which you think will help people have long association with in Omni. A4. Opportunity is more in Omni to build the individual career path, as we just started our steps. Dream your career and get it. Q5. Please share your experience which has helped you emerge as a leader? A5. Need to look for opportunity in everything and every time. Take time to look back where you failed and spend more time to improve it. Q6. How do you guide your managers to ensure that individual’s talents and strengths are utilized effectively within the team and individually? A6. Frequent discussion with the Managers on their individual strengths and weakness and discuss on effective utilization of people, time and other resources.

Q7. How you encourage team members to work for common goal of the organisation? A7. Always appreciate the effort, if effort is there naturally results will come and need to stand with colleagues and strengthen them when they feel they are stuck. Q8. How do your managers ensure that their team as a whole understand what the goals and vision of the organisation are? A8. My managers always work with the team and make them understand the goals. Each individual is important in achieving the common goals. Q9. How you create an environment where team members take ownership of the project and how they participate in the decision making process. A9. Every week, we pick the weaknesses and strengths and discuss how to overcome weaknesses and how to improve more on our areas of strength. Q10. How do you develop team-members? A10. Whenever we find the leadership quality in any person, I will show them the path where he can dream and will see his effort in reaching it. If his efforts are strong, I will help him to achieve the dream.

Hardbound Impact! Author: Philip Kotler Hermawan Kartajaya Book Title: Marketing 3.0 Iwan Setiawan Reviewer: Regi Thomas, Chennai Today's customers are choosing products and companies that satisfy deeper needs for creativity, community and idealism. Leading companies realise they must reach these highly aware, technology enabled customers, and that the old rules of marketing will not help them do this. Legendary marketing sage Philip Kotler and his colleagues Hermawan Kartajaya and Iwan Setiawan have identified this definitive break with earlier models as Marketing 3.0. This moves beyond product based and consumer based approaches. This book takes a holistic approach to customers as multidimensional, values-driven people, even as potential collaborators. Marketing 3.0 lays out the authors' key ideas with real world examples that can be implemented and practiced in any progressive organization. This goes beyond \"messaging\" customers to encompass how a company defines and embodies its values for a variety of stakeholders. It explores values-driven marketing impacts employees, channel partners and shareholders. Importantly, Marketing 3.0 explains how engagement with customers can help position the brand as a positive force and collaborating successfully in enabling customer-advocates. This book has important ideas for all Sales Managers. The innovative 'ten credos' integrate marketing and values and provide personality and purpose to companies practicing them. To me, what appealed the most was this: \" When a brand brings transformation, consumers will unconsciously accept the brand as part of their daily lives.\" This transformation is what every \"Omniite\" inside us must strive to achieve. Marketing 3.0, a must read for the serious marketers in us.

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