did a quick check to see what some of the leading fund houses are doing to keep
distributors engaged through their websites.
Fund houses are increasingly trying to engage with
their distribution partners through the online world, be it social media or through
their websites. AMC websites today are not about just about product information
and other mundane details. Now you can learn, transact and do many more things.
fund house launched an exclusive website
for advisors in October 2011. It can be accessed through the ‘distributor
centre’ section on its website. The site is loaded with extensive features and
from providing forms, calculators, industry news, updates from the AMC and
regulatory updates, it runs a monthly quiz for advisors. One participant,
selected randomly, who answers all five questions correctly receives a gift
hamper. The winner is also featured on the AMC’s ‘wall of fame’ on its website
for the entire month.
also get to use the simple and easy to understand educational videos which are
available in Gujarati and Hindi also. Their Chairman, Hemendra Kothari, gives a
special message to advisors through a video.
are the main features of the portal:
can also request for videos, collaterals or banners.
can read BlackRock’s global views and perspective.
site provides a transaction URL feature through which distributors can
first key in their ARN code and clients can make payment through Internet
banking. This way the ARN is captured by the fund house and commission is
paid to the distributor.
rules/circulars are simplified so that the information is easy to
can find industry sales data every month.
can also subscribe to their weekly market update which provides all key
more is on the anvil, says the AMC.
has revamped its website (http://www.idfcmf.com/advisorcorner)
recently to give it a jazzy and de-cluttered look. The AMC has featured videos
which show distributors how its ‘Game Changer’ tools can help garner more
business and help them communicate with their clients effectively. Distributors
can find educational videos as well. Advisors can also show their clients a
short educational film Bachat Nivesh Bhadhat
about the virtues of investing.
can visit the ‘distributor centre’ (www.reliancemutual.com/DistributorCentre)
on the AMC’s site. RMF invites suggestions from its partners through an
initiative called ‘Idea Express’ on a host of topics. RMF selects three best
ideas which it can implement. Distributors who come up with these ideas are rewarded
by the AMC.
can generate pre-filled application forms for their existing investors by keying
in their ARN and folio number. An application form is automatically generated
with all the details and distributors can just download and take the investor’s
signature on the application. For fresh investors who are new to RMF,
distributors can upload details of up to 50 clients at a time in an Excel sheet
on its site. The system will generate 50 applications forms with details
extracted from the Excel sheet which can be downloaded by distributors.
go ahead and explore them for yourself. Let us know if you have found an
interesting feature or utility on any AMC website.