Omnipresence 1st June 2021

Fifteenth Edition – June 2021 From JM’s Desk... Reward & Recognition is a business as well as human necessity and a win-win concept. Productivity goes up and positivity at work increases. High-visibility R&R programs automatically become a form of employee engagement and help to build the employer brand. Material rewards are encouraging and recognition in front of peers makes one feel very good because that appreciation is for a job well done. At Omni in MO, we too have brought the spotlight on performing employees. Your work is valued and appreciated. In the last financial year, it was largely through mailers, messages on WhatsApp groups, contest winners, OmniPresence and the annual Omni Trailblazer awards which afforded lavish attention to the business champions. Incidentally, on the incentive front, 91% of RM and Advisors earned incentives in FY21. This year, two specific factors will make a difference in getting RM and Advisors to not only earn incentives but earn much more that they did last year: non-broking sales i.e. Investment and Advisory Products which offer incentives apart from broking numbers and a sharper focus on margins which will enhance per-client revenue. We also had some drives where interaction with our CEO was the prize. Additionally, Omni Trailblazer Awards announced on Omni Day (1st October, every year) ensured that every winner was sent personalised gifts couriered to their house. Now we are going a step further and announcing Omni Ratna Awards. This will be our umbrella R&R brand and many Omniites will shine in the limelight as their achievements illuminate our performance metrics. All this is in addition to MO group level recognition which acknowledges your accomplishments and business triumphs on several parameters. Every reward is a recognition and sometimes the recognition itself is the reward. In Omni, you can win not just via the regular broking incentives (in which there is no upper limit to your earnings) but also through the various ongoing contests and drives going on from time to time in insurance, TGS, IAP, margins, SIP, PMS, AIF and many more products. R&R will be high-decibel in Omni this year and each of us will get the chance to shine, be seen as well as earn more. Grab the opportunity with both hands! And as always, aim high and do well!

OMNI – Some Milestones for May 2021  Outcome Metrics  Brokerage Income DelhiK2, led by RH Praveen Jain, recorded a 130% jump in May 2021 over April 2021. Sunil Kumar (DelhiK2 N), Amit Kumar (Ranchi N3) and Rajeev Ray (Dhanbad N) were amongst the Top 3 Advisors with highest brokerage revenue generated in May 2021. DelhiK2 N branch, led by Unit Leader Ankur, generated the highest brokerage in the month of May 2021 amongst all branches.

Mumbai2 branch, led by UL Gaurang Bhatt, generated the highest brokerage in the commodity segment in May 2021. Delhi branch, led by Area Head Abhishek Manchanda, generated the highest brokerage in the currency segment in May 2021.  New Client Acquisition Rakesh Kumar (Yamuna Nagar), Ramesh Kumar (Sonepat) and Pratap Singh Shekhawat (JaipurK2) were amongst the Top 3 Advisors / RMs with highest number of accounts opened in May 2021.

IndoreK2 Sales branch, led by Unit Leader Kavita Somvanshi, generated the highest number of accounts amongst all Unit Leaders in May 2021. Haryana, led by RH Gourav Tarika, recorded the highest productivity of 8.6 accounts per Advisor / RM in May 2021.  Value Pack Amit Kumar (Ranchi N3) sourced maximum number of Value Packs in May 2021.

Patna branch, led by AH Atish Kumar, sourced maximum number of Value Packs amongst all branches in May 2021. Madhya Pradesh K2 region, led by RH Aklank Jain, sourced maximum number of Value Packs by count as well as amount in May 2021. Amit Kumar (Ranchi N3) sourced highest amount of Value Packs in May 2021.

Ranchi N3 branch, led by AH Vikash Kapil Kumar, sourced highest Value Pack amount amongst all branches in May 2021. Ranchi region, led by RH Abhimanyu Pyara, sourced highest Value Pack amount amongst all regions in May 2021.  SIP Waseemfiroz Mahammadsalim Munshi (Belgaum), Radhey Shyam Verma (Jaipur) and Amit Kumar (Ranchi N3) were the Top employees with highest number of eligible SIP in May 2021.

Noida branch, led by UL Himanshu Singhal, did highest number of eligible SIP in May 2021. DelhiK2 region, led by RH Praveen Jain did highest numbers of eligible SIP in the month of May 2021.  Process Metrics  Offline Traded Clients Bishnu Gopal Bhattacharjee (Durgapur), G Subramanyam (Kurnool) and Veerabadri Gonugundla (Anantapur) were amongst the Top 3 advisors with highest daily average offline traded clients in May 2021.

Advisory Products Update  Rest of Karnataka, Bihar & Jharkhand and AP & Telangana regions led by RH Naveen Kumar, Rajesh Singh, Amar Nath Tiwary and Rajesh Lakkisetty respectively, had the highest number of TGS subscriptions in May 2021.  Gujarat, Chennai and West Bengal regions and led by RH Pranavkumar Raval, Suresh and Siddhartha Ganguly respectively, had the highest IAP AUM in May 2021. FLAVOURs of the month, June 2021  NCA  OTC Sultan  Omni Ratna

Omninterview – Amit Deonath Kumar, Ranchi Q1. How’s your feeling when you see yourself as an eminent part of the Omni vertical? A1. I feel very glad for been part of Omni vertical. Q2. Since your joining the Omni vertical there must have been few great events / achievements, share any one event/achievement you think was the greatest? A2. The greatest achievement was when I got first position in SIP on a pan India basis. Q3. Your leaders have shared their vision of FY22, how does it motivates you? A3. Our company is growing in every vertical now and the vision of FY22 ensures that its now our time to do well and grow with the company. Q4. Senior Leadership in Omni has always demonstrated that quality and improvement in work is most important, to what extent do you agree and why? A4. I strongly agree and in this competitive market scenario with existence of discounting broking, we need to excel in our quality of work and advisory for survival. Q5. Do you agree that the strategies made by Omni leadership helps you close your targets easily? A5. Definitely the strategies’ help in breaking the larger target into small targets and then achieving them, eventually we end up reaching the larger target as well.. Q6.What one thing/activity help you the most in doings your work efficiently and effectively? A6. One thing which helps me in doing my work efficiently is the morning research outlook which helps me a lot in understanding the market trend. Q7. What is your feeling when you see senior leadership so much invested in the success of the team? A7. I feel proud to be a part of my team and my team leader always help me in improving my quality of work. Q8. During this Covid times, how are you able to manage work life balance efficiently? A8. It's too easy to work from home, I’m able to spend quality time with my family also. I’m enjoying my work life. Q9. Would you like to share your Mantra for Success at MOFSL? A9. Buy Right Sit Tight. If I suggest our research to clients which gives them good returns then they will remain my clients forever.

Hardbound Impact! Author: Chet Holmes Book: The Ultimate Sales Machine Reviewer: Jayant Manglik, Omni This is the book which was once mandatory reading across Motilal Oswal group and was followed up by an exam on it! Take time out to read it & you will understand why it was so. The author is an acknowledged master of sales, and is a speaker at the best companies to help drive sales. The key theme of the book is simple: Follow few important things which will make a difference instead of trying anything and everything you come across. Not only is the author an expert in this field, he is also gifted in being able to translate his thoughts into text well with practical examples which clearly explain the concepts. Apart from 12 specific strategies, he underlines ‘pig-headed determination’ i.e. relentless focus as the most important ingredient to succeed. One powerful idea is the stadium pitch: What would you say if you had the initial attention of all possible buyers of your product but they could walk away at any time? Isn’t that the exact situation we are all in every day? Clearly this is something each of us must spend time thinking about. Another great idea is the one which Motilal Oswal group uses – the Dream Buyers list. It is even built into our Saathi CRM and works very well for those who use it. Go ahead and try it today! And the best thing is that all ideas in the book are simple to understand and apply, but ‘pig-headed determination’ is necessary to convert the idea to achievement. Overall it is a very, very good read. On my scale, this book scores 11 out of 10! Note: We gave out one copy to the winners of Omni Trailblazer Annual Awards on 1st October 2020 and will continue doing so in future. Or you can just buy the paperback version on Amazon!

Omninformation Winner of the last month’s Q&A– This month we had only one correct answer by: 1) Manas Puri, Lucknow Answers to last Month’s Q&A: 1) C 2) C 3) C This month’s Q&A: Answer the following three 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 2021 – ANSWERS” Q1. As per New KRA, what is the minimum amount of cash margin required to make and account eligible? a) Rs 10,000 b) Rs 15,000 c) Rs 20,000 d) Rs 25,000 Q2. What is the incentive for RM and Advisors on selling TGS? a) 6% b) 3% c) 5% d) 4% Q3. What is the incentive amount per qualified/eligible NCA with effect from 1st June 2021? a) Rs 400 b) Rs 600 c) Rs 500 d) Rs 1000

The Other Side - Featuring: Ankur Khandelwal –Regional Head MP Social Work is Ankur’s other side! He has been associated with an NGO called “Ek Pahel”- translated to mean “a start”. The mission of this NGO is transformation of society through Education, Enrichment & Empowerment of the underprivileged. This is an NGO that works on several layers, ranging from education for underprivileged children, school dropouts, vocational training and also the conduct of medical camps. From its modest beginning in 2009 , this NGO which commenced its noble actions from the city of the Taj with just a few likeminded youngsters has grown today to include several benefactors that encompass society’s who’s-who. This has been possible only through the sustained effort and life transforming work carried out. Poverty alleviation through education of children who were hitherto exploited through child labour to a very unique concept called ‘School on Wheels “, Ek-Pahel is unique. The school on wheels is a mobile school that travels from location to location educating children through a concept of doorstep education. Commendable and laudable effort, to say the least .Medical camps focused on preventive and curative treatment to focused adolescent health camps and counselling. Vaccination drives to blood donation camps, they do it all! Hidden talents are meant to be brought to light and competitions to foster the identification of such talent is often conducted for children to build their confidence and enhance a more participative and competitive spirit amongst them. While focusing on the children, Ek-Pahel also maintains the development of the women through vocation development programs thus ensuring a balanced focus on building up of the family as a unit. A 360-degree impact on life is what Ek-Pahel aims to achieve. Countless children have benefited, innumerable women have had their lives transformed and families have been rebuilt. Societal transformation is the result of this mission – Ek-Pahel, a start that leads to a positive impact. Ankur Khandelwal is part of this and each of us must similarly give back to society over the coming years! (If you want to be featured here, please do write in with your ‘Other Side’!)

Omni Ratna presents Shining Stars of “The Pattaya Contest” Top 25- Individual Category Region Branch Employee Name Profile ORISSA OMNI-BHUBANESHWAR N Jangyaseni Sahoo Advisor-Omni BIHAR & JHARKHAND OMNI-BHAGALPUR Md Kamran Siddiqui Relationship Manager DELHI OMNI-DELHI SALES1 Pawan Mittal Relationship Manager MADHYA PRADESH K2 OMNI-INDOREK2 Kavita Somvanshi Sales Team Leader CHHATTISGARH OMNI-RAIPUR Vinit Kumar Soni Relationship Manager CHENNAI OMNI-T NAGAR2 Gokulakrishnan . Relationship Manager REST OF BENGAL OMNI-DURGAPUR Subhamoy Basu Advisor-Omni MADHYA PRADESH K2 OMNI-INDOREK2 Ankit Kanugo Relationship Manager CHENNAI OMNI-T NAGAR2 Sankar Muthukrishnanan Relationship Manager MADHYA PRADESH K2 OMNI-BHOPALK2 Shweta Dwijendra Mishra Relationship Manager REST OF MAHARASHTRA OMNI-PUNE Shikha Omprakash Sharma Advisor Team Leader-Omni MADHYA PRADESH K2 OMNI-INDOREK2 Ishaan Gilhotra Relationship Manager MADHYA PRADESH OMNI-INDORE Poonam Singh Tomar Relationship Manager GUJARAT OMNI-AHMEDABAD Amol Pareshbhai Shah Advisor-Omni GUJARAT OMNI-AHMEDABAD 1 Hardikkumar Prakashkumar Patel Advisor-Omni MADHYA PRADESH K2 OMNI-BHOPALK2 Komal Bhagchandani Sales Team Leader REST OF MAHARASHTRA OMNI-NAGPUR Mohammad Rizwan Shaikh Advisor-Omni AP & TELENGANA OMNI-GUNTUR Pundla Sreenivas Advisor-Omni NORTH EAST OMNI-SHIVSAGAR Kushal Konwar Advisor-Omni REST OF MAHARASHTRA OMNI-PUNE Rushikesh Pralhad Shinde Relationship Manager GUJARAT OMNI-RAJKOT Pithadiya Sagar Relationship Manager GUJARAT OMNI-RAJKOT Vyas Ronak Jitendrabhai Relationship Manager HARYANA Omni-Karnal Dimpal Rani Sales & Customer Support-Omni MADHYA PRADESH OMNI-INDORE Nidhi Maheshwari Advisor-Omni MADHYA PRADESH OMNI-INDORE Bhupendra Jain Advisor-Omni-Commodities

Top 10- UL Category Region Branch UL Name MADHYA PRADESH K2 Omni-IndoreK2 RAVIPRAKASH RAI MADHYA PRADESH OMNI-Indore UDAY SINGH RATHORE REST OF MAHARASHTRA Omni-Nagpur KHUSHAL SITARAMMOUNDEKAR REST OF MAHARASHTRA Omni-Pune SHAILENDRA SINGH PAMAR CHENNAI OMNI-T Nagar2 RAMESH A N ORISSA Omni-Bhubaneshwar N RANJAN KUMAR MOHANTY GUJARAT Omni-Rajkot KOTAK VIJEN ASHOKBHAI NORTH EAST Omni-Shivsagar LAKHYAJIT PHUKAN GUJARAT Omni-Ahmedabad 1 PATEL DEVANG SURESHBHAI Top 3 - AH Category Region AH Name MADHYA PRADESH K2 NITIN KULSHRESHTHA DELHIK2 PRAVEEN JAIN REST OF MAHARASHTRA UMESH SINGH Top 3 - RH Category Region RH Name MADHYA PRADESH K2 AKLANK JAIN GUJARAT PRANAVKUMAR RAVAL MADHYA PRADESH ANKUR KHANDELWAL