Reliance Mutual Fund has launched a Client Relationship Management (CRM) platform called “Business Easy” for IFAs. Business Easy integrates all aspects of CRM which is built on four pillars, each providing a host of features and in a simplified workflow, said a company press release.
“In this volatile and dynamic market conditions, speed of communication is key, both from AMC to distributors and distributors to investors. Moreover, the future clearly demands documented advice. The platform provides the ability to service customers as well. Plus, a key feature is the capability to receive, monitor and fulfill leads. This has been a collaborative effort. Multiple stakeholders, not least our partners, have contributed towards making this a reality,” said Himanshu Vyapak, Deputy CEO, Reliance AMC.
Given below are the features of this CRM:
- View & manage “Reliance Mutual Fund” investor database with ease.
- Maintain a "Diary" providing information about various activities schedule for your existing customers & prospects
- Engage on birthdays & anniversaries with your investors and enhance business relationship.
- Run various marketing initiatives with your branding for your existing and new investors via Email and SMS mode thereby increasing your share with Reliance Mutual Fund.
Service Support
- Instant Service offering access to trigger of E-statement to you and your investors’ registered email id. Also send information about account balance, last five transaction and Net Asset Value (NAV) via SMS.
- End-to-end service request management.
Knowledge
- Critical insights like "Market for you", "News you can use", "What we are reading", "Product notes" etc.
- View market outlook from our fund management’s desk.
- Instant access to investor awareness related newsletters.
- Access ongoing campaigns, addendums, application forms etc
MIS/Sales support
- View asset-class-wise AUM & investor base along with instant access to "Business Snapshot Report".
- Manage your core business and service related data by getting instant access to various reports.
- Business opportunities with the uniquely designed "Lead Management Module".
- Evaluate AUM trend, payment mode & details of monthly brokerage along with the brokerage structure.
How to register?
Log on to the “Business Easy” URL www.rmfpartners.com
Sign up by filling up a simple registration form. Upon successful registration, an email confirmation with a link will be sent to your registered email-id. Click on the link provided to validate your registration request. On successful validation, you will receive an email from RMF containing your Business Easy login details.
RMF plans to add the following tools in the CRM platform soon:
- On-line certification and training programs through our unique “Edge Academy”.
- Integration with “FinNet” platform
- Avail benefit of “Forever Together- partner Recognition Program”
- Ability to generate and send pre filled-forms
- Brokerage Statement
