Sarathi4Corporates
About this Initiative?
Organizations engaged in selling Financial Products or Services (Including Banks, Broking Houses & Insurance Companies-Life, General & Health) find it quite challenging to engage Prospects or Clients due to lack of Technical Knowledge. With increasing competition around, the client meets multiple Relationship Managers from various companies who are all inclined in selling their Company’s Products or Services while they all fail to understand the broader needs & the pain areas of their Clients – Aspects of Financial Advisory & Business Advisory.
With so much information around at the disposal of the Clients, they are
always on a lookout for Genuine Advisors who could discuss & guide them in detail on various aspects such as their Savings decisions, Investment Portfolios comprising of various Asset Classes, Economic Policies impacting their Businesses/Professions/Employment, etc. Even their CAs engaged in Auditing or Taxation with them are also not equipped enough to address their concerns.
If we can display our Technical knowledge around various aspects of Financial & Business Advisory with our Prospects or Clients, then we shall easily be able to develop the Client’s confidence in us and in turn increase our Business also.
Why be a part of this Initiative?
While we have developed dedicated Degree Programs to groom around developing Financial Advisory & Business Advisory capabilities, Sarathi is a Lifelong Engagement Initiative by us to Train & Handhold such Sales Force on various Relevant, Contemporary & Live Economic Policies, Financial Markets and Industry Updates in a very Easy & Layman Language through Weekly Webinars & regular support over Mobile App in the form of contemporary Messages, Images & short Audios. This shall help our SalesForce to engage their Prospects & Clients in a meaningful manner to gain their confidence & shall help to increase our Business with them
- Weekly Webinars of 90 min to cover practical aspects of Economy, Markets & Industry
- Regular Support over Aman Chugh CA App for Relevant, Contemporary & Live Knowledge Updation
- Resolving the queries of Attendees in Practical yet Layman Language
- Enhances Self-confidence with higher level of Technical knowledge
- Helps in engaging Clients & develops confidence in their minds
- Clients engagement develops Bonding & in turn greater Business
Broad areas covered under this Initiative?
- International Financial Markets updates (Including US, Japan, China, Europe & UK).
- Effects of International Financial Markets on Indian Financial Markets & Indian Financial Markets Updates.
- Effects of Indian & International Financial Markets upon Various Financial Instruments including Equity, Indices, Mutual Funds, Bonds, Gold, Oil and major Currencies.
- Industry-wise updates (Like Real Estate, Automobile, Manufacturing, etc).
- Company updates which are in news (Indian & International).
How to be a part of this Initiative?
If your Organization wishes to Collaborate with us on this Initiative, please contact Ms. Anjali at +91 8264097714