What does the Mutual Fund Opportunities tab show, and how does it help Authorised Persons manage SIP-related issues?
What does the Mutual Fund Opportunities tab show, and how does it help Authorised Persons manage SIP-related issues? |
The Mutual Fund Opportunities tab surfaces three key SIP-related client categories: Failed SIPs — SIP installments that didn't go through, so Authorised Persons can follow up before the client's investment plan is disrupted. Cancelled SIPs — SIPs that clients have discontinued that flag a potential re-engagement opportunity. Clients without SIPs — Clients who haven't set up a SIP at all that represent a clear cross-sell opportunity Each category shows a detailed count so APs can quickly spot and resolve SIP disruptions or pitch new SIPs to the right clients. Never Miss a SIP Opportunity All SIP in one place to turn every gap into a follow-up or cross-sell opportunity. Have a Question? Email Us: partnerdesk@jainam.in || Call Us: 0261-6725528 |