We have partnerships with all the leading financial product manufacturers in the country
To truly help your customers get the best we have tied of with 15 insurance companies across life and general insurance, 10 banks for loans and have access to almost all mutual funds via BSE Star MF Platform. Finally, we also integrated with a tax-filing firm to help customer with both filing and advisory
We belive that we can maximise you potential only when we equip you will all finanical products and not just a few products or few types. This means that we are continously tie-ing up with mutliple financial manufacturers across proucts
To ensure that customers have complete trust on you we ensure a very rigorous due diligence on products and partners being selected. You might find us not selling products which are right for customer even if that means short term pain
Get trained not just in products but also in basics of products and selling skills.
The training section is divided into multiple sections. It starts with an overview of financial products, then tells you about why each of them is important for client and at what stage. Once you have understanding of that it tells you product features and finally ends with login processes
We understand that without awareness its hard to make consumer aware. That is why we run centralised campaigns. Along with it as soon as you join you would be a given a personal brand kit to help you scale