The company is a SEBI-approved Category I Merchant Banker catering to Individual Investors, Corporates, HNI and NRI clients. The commitment of the company to create wealth for its clients with independent, need-based and research based advice has been recognised by 8,00,000 individual investors and over 3000 institutional clients.
As a BFSI company, they have multiple products offerings for their clients, with the largest portion being investment linked products, followed closely by insurance products and with some element of debt products as well. We work on the following categories with the client.
The challenge faced by the client was to move the existing customer to online and app-based self-servicing.
At the same time also ensure that each customer uses a minimum of 2 products from the overall product offerings.
10-15 new customers / CCE / month