Course Overview
Translate Complex Portfolios into Trust-Building Conversations That Drive Growth Fee: ₹5,000 Duration: 3 Weeks | Fixed-paced Category: Soft Skills / Sales Certification: Marksheet + Certificate Course Overview Designed for client-facing professionals, this course helps you present portfolio strategy in simple terms, handle objections, and pitch long-term advisory using behaviorally aware sales techniques. Key Topics - Explaining diversification, risk, SIPs, rebalancing to clients - Framing expectations: “Don’t chase returns — build discipline” - Handling market downturn questions with facts & empathy - Linking client goals with allocation strategies - Behavioral finance: how clients think vs how markets move - Review meeting templates, WhatsApp summaries & digital reports - Regulatory do’s & don’ts in portfolio sales Who Should Take This - Wealth managers, RMs, bank sales staff - MF & PMS sales agents, IFA networks - Advisors struggling to retain clients or explain strategy