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Big Idea - Addressing the gaps between what is being offered to clients and what they should have got.
Set up own investment committee and every employee learned how funds were selected and market movements. So employees were knowledgeable when talking to clients and made them feel comfortable.
Created a pool of relatinship managers. Even if we wanted to change a relationship manager, another could step in and service would still be seamless.
This led to more referrals.
Going forward, the speed at which we respond to clients will be key and technology will play a huge role.
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Your concept towards MF business along with interaction really applauded
Well said Sir ............will try to follow ur valuable advise !
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