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Axis MF and Cafemutual have jointly launched the ‘Sanjeevani MFD Awards’ to celebrate the extraordinary achievements of MFDs/RIAs. The awards will felicitate six MFDs/RIAs who are ‘Sanjeevani’ for clients and have created a significant difference in their lives.
You can nominate yourself by reaching out to Nishant Patnaik, Associate Editor, Cafemutual at nishant@cafemutual.com or 73039 03692 by January 20, 2023.
How to write a compelling nomination?
Share how you have helped your clients to achieve their aspirations and how you have become an indispensable part of their lives. There is no word restriction and you can narrate in as much in detail as you like. Do note, video/written testimonials of clients can make your nomination stronger.
Also, don’t forget to share AUM details as awardees will be announced across three categories - Emerging Star (For AUM of up to Rs. 100 crore), Shining Star (AUM between Rs. 100 crore and Rs. 250 crore) and Golden Star (AUM over Rs.250 crore).
Each category will have two winners.
How will the jury decide?
The jury members will evaluate each entry on any of the five parameters where they will assess how you have -
- Helped client realise a key milestone - retirement or children’s education, or
- Helped a client fulfil materialistic goals like buying a house, owning a luxurious good or visiting a dream destination, or
- Helped a retiree lead a tension-free life by generating regular income, or
- Rescued a client from a difficult situation like a debt trap and financial constraints, or
- Helped people achieve milestones such as becoming a crorepati
‘Sanjeevani MFD Awards’ will be held at Cafemutual Ideas Fest 2023 (CIF 23) on February 16, 2023.
CIF 23 is the most-awaited event in the mutual fund industry. Themed ‘Accelerating the growth’ the one-day event is scheduled for February 16, 2023 (Thursday), at The Lalit, Mumbai.
Click here to know more about CIF 23.