Course Overview
Communicate, Position & Sell AIFs to Ultra-HNI & Institutional Clients Fee: ₹5,000 Duration: 3 Weeks | Fixed-paced Category: Soft Skills Certification: Marksheet + Certificate Course Overview This course focuses on the art of selling high-ticket investment products like AIFs. It trains relationship managers and private bankers to handle queries, objections, and onboarding challenges for AIF clients, while maintaining regulatory ethics. Key Topics - Positioning AIFs vs MF/PMS in a client portfolio - Pitch scripts for HNI, Family Office, NRI clients - Handling objections: lock-in, ticket size, liquidity - How to explain IRR, fund terms, and NAV reporting - KYC, onboarding documentation, FATCA - Client profiling and suitability conversations - Building trust post-sale: updates, valuation reports Who Should Take This - Private wealth RMs, IFA networks, family office reps - Institutional sales teams - AMC and fintech distributor teams offering AIFs