• Lead generating through cold calling. Periodical portoflio review through online.
• Coordinating with new prospects to fix an financial plan service consultation.
• Post-consultation follow ups through Calls/WA to convert as our client.
• Chat support.
• Tracking and maintain the enquiries.
• Maintaining records of every customer interaction

Tagged as: finance

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About Holistic Investment Planners Pvt Ltd

We are Financial Planners and Wealth Managers to Senior Corporate Executives and NRIs. We help our clients identify financial goals, develop strategic investment plans for creating, preserving and managing wealth, and achieve results in their wealth management.

Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take right financial and investment decisions.