(4 Ratings)

Investor Service Blueprint

By Shobhit Kumar Uncategorized
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About Course

Introducing the “Investor Service Blueprint” Online Course for Mutual Fund Advisors in India!


Are you a mutual fund advisor in India looking to enhance your investor service skills and take your career to the next level? Look no further! Our comprehensive online course, the “Investor Service Blueprint,” is specifically designed to equip you with the knowledge and tools necessary to provide exceptional service to your clients.


Here are the key features of our course:


  1. User-Friendly Tools: Our course offers a suite of user-friendly tools that will simplify your investor service processes. From managing client portfolios to tracking investments, these tools are designed to streamline your workflow and enhance client satisfaction.


  1. FREE for Life: We believe in providing value to our participants. That’s why our course is completely free of charge, ensuring that you have access to top-notch education and resources without any financial burden.


  1. Tutorials for Every Section of Advisors: Our tutorials are meticulously crafted to cater to the diverse needs of mutual fund advisors. Whether you’re a beginner or an experienced professional, our course covers all essential topics and ensures that you gain valuable insights and skills at every stage of your career.


  1. Layman Language Tutorials: We understand that not all advisors are tech-savvy or have a deep understanding of complex technical jargon. Therefore, our tutorials are presented in easy-to-understand layman language, making it accessible to even non-computer-savvy professionals. You can confidently learn and implement the concepts without any confusion or hassle.


  1. Mobile and Desktop Compatibility: In today’s fast-paced world, you need the flexibility to serve your clients from anywhere, at any time. Our course enables you to provide investor services seamlessly from your mobile, laptop, or desktop, allowing you to stay connected and responsive to client needs.


  1. Insights and Tips from Industry Experts: Our course draws upon the wisdom and experience gathered through working in the mutual fund industry for more than a decade and a half. You will benefit from the practical insights, proven strategies, and valuable tips shared by our team of seasoned professionals.


  1. Easy Implementation: The “Investor Service Blueprint” course is designed to be straightforward and easy to implement. You’ll learn practical techniques and best practices that can be seamlessly integrated into your daily operations, enhancing your investor service capabilities without adding unnecessary complexity.


Enroll in our “Investor Service Blueprint” course today and gain the knowledge, tools, and confidence to excel in providing exceptional investor service.

Take charge of your professional growth and elevate your career as a mutual fund advisor in India. Don’t miss out on this invaluable opportunity to enhance your skills. Sign up now!

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Course Content

Introduction to NewAge service ecosystem

  • The Framework
  • Yours’s does and don’ts
  • Personalize your services

Client Portfolio monitoring tools

Business Operations tutorials

Student Ratings & Reviews

Total 4 Ratings
4 Ratings
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Very useful for the MFDs.
5 months ago
It's a good one.Got new insights about customers portfolio tracking.
Shobhit Kumar
5 months ago

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