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Engage with clients better. Use these client communication templates on various subjects. You can create your own too.
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Date:
Client’s Name:
Client’s Address: (optional)
Client’s Contact No: (optional)
Subject:
Mail Body :
Sender’s Name:
Company Details
Company Name:
AMFI Registered?
Address Line1:
Address Line2:
Mobile No.:
Email Id:
Dear Sir / Madam / Name At the outset, we would like to introduce ourselves as a leading investment distribution company, dealing in mutual funds and other products. We have been into this profession for over xx years. We have over xx satisfied and loyal clients. We seek a 30 minutes personal meeting with you to explore the possibilities of working together. Let us know a convenient date and time for the same. Look forward to meeting with you shortly. Regards,
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