Financial Product Distributor Blueprint

Financial Product Distributor Blueprint

This is a beginner level course that will help you understand, plan and start your journey to become a Financial Product Distributor. This industry includes Mutual Fund, Life Insurance, General Insurance, Tax Savings products, Retirement Products, Govt issued Gold Bonds Etc. With this course you can start building your own business, which can be scaled to any level based on your commitment, discipline. More than 1000+ AMFI distributors in India are currently earning more than rs 1 Crore per annum from only Mutual Fund distribution business. 

This course will help you visualize the path, set up the business and work to reach your goals to become a multi million financial distributor. I share the three secrets in this course to be successful.

This is a step by step guide to help you know and understand the business, to help you set up your business,

1. Orientation

2. Business Overview

3. Foundation & Pillars of this business

4. Code of Conduct Setting Intention & Goals

5. Setting up the Business

6. Agency

7. Research

8. Planning & Record

9. All about Mutual Fund

10. All about Life Insurance

11. All about Health Insurance

12. All about Auto Insurance

13. Other products

I have an advanced version of this course is an advanced version course, going into more details of the financial product distribution industry. This course will help you expedite your setup process and is a kind of mentoring course. Details will be shared with my students, who are registered for my Level 1 Beginner Course.

Financial Product Distribution Business In India including Mutual Fund, Life Insurance, Health Insurance, Bonds

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What you will learn

• How to Set Up a Financial Distribution Product Business which includes, Mutual Fund, Life Insurance, Health Insurance, Auto Insurance.
• How to start your own Multi Million Mutual Fund & Insurance Business in 30 days
• What are the Foundation pillars, Skillsets and other requirement

Rating: 0

Level: Beginner Level

Duration: 6 hours

Instructor: Rajesh Dalmia