Dubbed the best local brokerage in India for 2021, Motilal Oswal is a fast-scaling securities brand that is changing the way people invest in the retail stock market.
In this webinar, we sat down with Mr. Vikram Gosar, Senior Vice President – Digital Transformation at MOSL, to discover how they built a successful phygital customer acquisition and onboarding journey. We also drew tips that retail brokers should know in order to successfully undergo digitization.
Key Discussion Points:
- The current state of the securities market
- Importance of brand building & marketing
- Most effective ways to streamline the sales processes and key metrics to track
- Identifying and scaling up new customer segments
- Building and setting up teams for success
- Technological advancements in delivering sales effectiveness for securities
Speakers
Vikram Gosar
SVP – Digital Transformation, Motilal Oswal Financial Services
Ruchika Mehra
Director – Sales, LeadSquared
