Ideally, IFA should spend more time on acquiring new clients, advising clients, educating clients about markets and investments and reviewing portfolio periodically.
But majority of the IFA's time goes into -
- Continuously following up with 40 AMCs
- Transaction related work
- Back office and customer services related work
- After sales services - Maintaining records, preparing account statements, etc.
- Brokerage reconciliation
- Query resolution
Due to this they get very less time to focus on their business.
The platform addresses this issue and it provides all the features and flexibility which helps an IFA in saving time and trimming costs.
- Dedicated online desk for partners and clients
- Client login facility through partner's website
- Various analytical tools to grow business
- Secure and user friendly online transaction facility - FundzBazar
- Automated form filling
FundzBazar: Do your Business anytime and from anywhere
Not just that, FundzBazar comes with a unique feature - Partner Initiated Transaction.
Here, IFAs can send a personalised transaction request to their clients and the same can be executed with the client's consent at a simple click and completion of the relevant banking transaction. This not only saves time and transaction cost but also reduces the error and failure rate in transactions.
The program is designed to drive new business, increase productivity and demonstrate business value for long term relationship. (ANI-BusinessWireIndia)