i have cleared AMFI but still find difficult to deal on mutual funds when i market it. kindly help me?



i am in wealth management group in ICICI bank. But due to lack of training on mutual funds.I feel not up to the mark on what to talk on mf with the customers. kindly help how to start the conversation

3 Replies to “i have cleared AMFI but still find difficult to deal on mutual funds when i market it. kindly help me?”

  1. You have choosen a right profession. You need to train yourself with self study so that you feel confident when you talk to customers. You should get more knowledge on Mutual funds. You should go through the valueresearchonline.com articles & update yourself of the market. Also show the benifits of mutual funds to customes & update them about low charges in comparision to Insurance products.


  2. Please consider following aspects
    1) Please make your basics right
    2) Keep the update on Capital Market and Money Market
    3) Attend seminars organised by fund houses
    4) study the Portfolio of MFs
    5) Gain confidnence


  3. Attend the Training seminars organised by fund houses, this will make you represnt better, I am too a AMFI-distributor, and the clients are well satisified because of clear advice and presentation of facts, Firstly convince yourself with the facts and then present them to your clients and you will surely gain sucess.





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