Investors: Individuals or institutions who buy and hold financial instruments for long-term investment purposes.

Traders: Individuals or institutions who actively buy and sell financial instruments in the short term to make profits.

Brokers: Intermediaries who facilitate transactions between buyers and sellers in the market.

Exchanges: Organized platforms where financial instruments are traded.

Regulators: Government bodies responsible for overseeing and regulating the financial markets to ensure fair practices and stability.

Economic Indicators: Factors like GDP, inflation, interest rates, employment data, and consumer sentiment impact market movements.

Company Performance: Financial markets react to the financial health and performance of individual companies.

Geopolitical Events: Political developments, trade disputes, wars, or natural disasters can affect market sentiment.

Investor Sentiment: Market psychology and investor sentiment can influence buying and selling decisions.

Fundamental Analysis: Evaluating a company's financial statements, industry trends, and economic factors to determine its intrinsic value.

Technical Analysis: Examining historical price and volume data using charts and patterns to predict future price movements.

Sentiment Analysis: Assessing market sentiment through news, social media, and surveys to gauge investor behavior.

Diversification: Spreading investments across different assets or sectors to reduce risk.

Stop-Loss Orders: Setting predetermined price levels to automatically sell an asset if it reaches a certain point to limit potential losses.

Hedging: Using financial instruments to offset potential losses in another investment.

Concept of Sales Management, Marketing, and Sales

Sales Management Functions and role and responsibilities of Salesperson

Customer

Consumer and the difference between the customer and consumer

Introduction to customer success management

Engagement with the customers

Handling the customers

Selling: Basic understanding, Challenging but

Selling Attitude: Attitude is everything in sales/Belief cycle

Selling techniques: ABC of selling

Sale’s Pipeline: The bigger the pipeline, the better is your output

Identifying the target segment

Prospecting (Pre approach)

Product presentation- Product knowledge

Objection handling

Follow-up

Sale closing

Learning common etiquette and practicing them through role-plays and activities

Handling business cards, understanding general meeting etiquette, and practicing them through role-plays and activities

Developing telephone etiquettes and practicing them through role-plays and activities

Understanding grooming standards and power dressing

Identifying the elements of good and bad customer service, exploring moments of truth in customer service

Developing complaint management and service recovery skills

Understanding customer relationship management (CRM)

Learning about benchmark practices in CRM and practicing through role-plays

Developing the ability to work under pressure

Understanding the importance of interpersonal activities

Developing the ability to think creatively and out of the box.