Business Development

The first conversation with the client is most vital and also the hardest. Jayshree Pyasi lists what you need to tell an investor on why they need an advisor

Appropriate client profiling can help you increase your productivity and effectiveness.

With a young population, attractive entry level salaries the likes of which were beyond the imagination of their parents, the segment of young earners presents a huge opportunity to IFAs

Today as many investors are becoming tech-savvy it is crucial for an advisor to have an online presence. Due to the emergence and adoption of social media, investors can now inspire loyalty through tweeting, blogging, reviewing, following, and so forth. Jayshree Pyasi gives tips on how to use internet and social media to drive sales and loyalty.

Being able to communicate effectively with clients is one of the key success factors for an IFA. Jayshree Pyasi gives you some powerful tips on effective communication.

The Indian Diaspora presents a lucrative opportunity to those who get it right. Ravi Samalad has a few useful tips and insights on managing NRI clients

Senior citizens have different investment needs and concerns. Jayshree Pyasi gathers tips from some seasoned advisors on addressing these needs and concerns more effectively

Interested to know about how you can land celebrity clients but don’t know where to start. We spoke to a few advisors who have dealt with celebrity clients.

Acquiring clients by targeting them at their work place is still a nascent concept in India though it has proven to be an effective approach in many developed markets. Jayshree Pyasi has a few interesting pointers to make it work for you.

Last week, we saw how women investors differ from men counterparts. This week Jayshree Pyasi finds out how advisors need to tweak their approach and pitch with women investors.

Rajan Mehta, Executive Director, Benchmark AMC discusses the pros and cons of various models of compensation

Most of the national distributors plan to add new investment centers to penetrate the mutual fund industry

Ravi Samalad finds that the mf industry is trying to figure out how a nominee can be paid trail even if he or she is not an ARN holder

Mr. Rajan Mehta, Executive Director, Benchmark AMC points to the long-term potential of the investment advisory business in India

A majority of the IFAs feel that skill development and training provide a much needed edge to them while dealing with their clients