A Lesson in Staying Updated
It was a regular Tuesday morning at Bharadhwaj Investsmart,
the air buzzing with client calls and portfolio updates. But something was
different. The usually composed Vaidy Sir, the founder and brain behind
the firm, was unusually glued to his laptop, flipping through PDFs, scribbling
notes, and muttering financial jargon under his breath.
Curious, Sunil, the senior relationship manager, leaned
over to Tabassum, his colleague at the desk next to him.
“Do you know what's going on with Vaidy Sir? He’s behaving
like a student during finals week!” Sunil whispered.
Tabassum nodded, amused. “I overheard him telling someone that
he’s registered for an exam next week. Apparently, it’s a new certification
SEBI has mandated for anyone who wants to distribute the new SIF (Specialised
Investment Fund) product.”
Sunil raised his eyebrows. “But he’s got over 25 years of
experience! Why would he need to take an exam?”
Just then, Vaidy walked by, holding a printout of practice
questions and a highlighter in hand. He chuckled overhearing their
conversation. “Ah, yes! The old man’s back in study mode!” he smiled.
Sunil and Tabassum grinned, but Vaidy continued more
seriously, “You know, it doesn’t matter how long we’ve been in the business.
SEBI wants only certified professionals to promote SIFs. And honestly, that’s a
good thing. Our industry is evolving, and if we don't upgrade ourselves, we
become outdated—fast.”
Tabassum nodded thoughtfully. “It’s inspiring to see you take
it so seriously.”
“I have to,” Vaidy replied. “Clients today are smarter, and
regulations are tighter. What worked 10 years ago isn’t enough anymore.
Knowledge is like milk—it goes stale if not refreshed.”
That afternoon, the team gathered for their regular weekly
huddle. But instead of the usual market update, Vaidy took a few minutes to
speak from the heart.
“If any of you are thinking that learning stops once you get
your degree or job, think again. This field is dynamic. Whether it’s tax laws,
mutual fund norms, or risk profiling standards—there’s always something new to
understand. I want Bharadhwaj Investsmart to be known not just for experience,
but for being ahead of the curve.”
That evening, Sunil signed up for an online refresher course
on mutual fund taxation, and Tabassum began reading up on investor grievance
redressal mechanisms.
Because when the leader leads by learning, the team follows by
example.
The content made available in this article is for general informational purposes only. While every effort has been made to ensure the accuracy and completeness of the content, it should not be considered as a substitute for professional consultation.
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