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AMCs have different initiatives and ideas and IFAs can reach out to the respective RMs to take advantage of those initiatives, content, tools and analytics.
Organize your client base in data form. Non-commercial transactions such as change of city, address, bank account correlate with some event in the client's life and can be a good opportunity to cross sell.
During tax season, make effort to reach out to offices, and offer tax consultion, gettingaadhar/pan card sorted etc. It can be a great start to engage with potential clients.
Ask your client to bring a friend or two for investment discussion. These sessions help to connect with existing clients and get referrals. SMS work far better than emails in terms of conversion.
IAPs in vernacular language generates far more interest. There is plenty of information in English language but very limited info in local languages. Newspaper-partnered IAPs can be a huge success.
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Dear Mr Shah,
Thanks for sharing great ideas but sorry to write you that basic things like IPRU Touch registration in 1 month time frame, STP initiation are not being taken care in your amc. Please give attention to these basic things on priority.
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