+91 9883818627 Sign up

HELP LINE +91 9883818627

Scheme selection is not a rocket science. Focus more on risk appetite and time horizon.
  • July 12th, 2017
  • 0
Meet two clients today. Repeat every day.
  • October 4th, 2017
  • 1
Selling life insurance is not bad. Selling without understanding the clients need is.
  • March 30th, 2018
  • 0
Sell term Insurance. It will automatically increase your mutual fund sales.
  • September 18th, 2017
  • 1
Make first time investors in mutual fund as your client. They shall stay longer with you
  • July 5th, 2017
  • 1
One relationship can handle no more than 200 active clients. Choose clients wisely.
  • November 13th, 2017
  • 0
Meet two clients today. Repeat the performance every day.
  • September 5th, 2017
  • 1
Follow-up with client is important but don't overdo it.
  • August 11th, 2017
  • 1
You can't grow your mutual fund AUM by focusing mostly on life insurance.
  • September 30th, 2017
  • 0
Don’t just sell performance. It will not stay for ever.
  • July 4th, 2018
  • 0

Thought Categories

Quick Links