Please enable JavaScript.
Coggle requires JavaScript to display documents.
Equity Sales Mass Market - Coggle Diagram
Equity Sales Mass Market
Solution Presentation
Investment Options for Mass Market
Thematic & Index-based Portfolios
Fractional Eqiuity Investments
Mutual Funds & SIP's
Simplifying Buying Process
AI -Powered Investment Advisors
Easy KYC & Onboarding
Automated Portfolio recommendations
Addressing Common Concerns
Fear Of Marketing Volatatlity
Hidden Charges & Fees Transperancy
Lack of Financial Knowledge
Closing Calls
Conversion & Onborting
First Investment Guidance & Support
Quick Signup
Dedicated Relationship Mangers for Beginers
Post Sales Engagement
Referral Benefits & Community Building
Loyalty Programs for Active Investors
Regular Market Insights & Investment Tips
Handling Objections
"I don't Understand the Stock Market" Provide Free Learning Materials
Are they hidden charges? - Transparent Fee Structure
Is it Risky ? - "Diversification Strategies & Risk Mitigation
Prospecting
Channel Outreach
Social Media Campaigns
Parnerships with Influencers & Financial Blogs
Online Webinars & Educational Content
Lead Qualification
Financial Awarness Level
Risk Appetite
Investment Goals
Identifying the Right Audience
First time stock market participants
Retail Investors
Small Business Owners and Salaried Professionals
Sales Approach
Sales Channel
Physical Sales Teams in Tier 2 & 3 Cities
Digital Platforms (Apps, Websites)
Call Centers & Customer Support
Communication strategy
Timing and Engagement
Time taken for every work
Market Trends & Investments
Targeting Paydays & Bonus Seasons