Six Pillar Support

Elite supports the Associate through their business journey. From setting up their shop to efficiently managing the back end processes, the Associates enjoy our Super Six Support.

ELITE’S SUPPORT TO ITS BUSINESS ASSOCIATES

To summarize, the Business Associate need not spend resources of time and money on back-office, research, or even customer service. Elite Wealth shall have the responsibility of servicing the clients of the Business Associate on his/her behalf.

BACK OFFICE & CUSTOMER SERVICE SUPPORT

  • The Business Associates would have the benefit of using the services of Elite’s existing Customer Service team
  • In the service sector the differentiating factor becomes the customer satisfaction. All customer queries and Back-office work will be carried out at Elite’s end

RESEARCH SUPPORT

  • Moreover Elite’s Research Reports for Investments or for Daily Trading will be also provided to all the clients of the Business Associates
  • The Business Associates`s Clients can also avail Elite’s SMS subscription for Elite’s Commodity Calls.

TECHNOLOGY SUPPORT

  • Research Reports for all part:
    Fully automated online back office, DP and Risk management system
  • Online trading platform fully responsive to Desktop/Laptop/Tablets/Smartphones
  • Email/SMS/Whatsapp/Live Chat with our Technical Analyst
  • Online Mutual Fund Account
  • Online IPO Participation facility
  • Online pay-in & pay-out of funds available.

SALES AND MARKETING SUPPORT

  • Marketing Support via Newspaper, Website, Brochures, Banners, Mailers, SMS and Watsapp campaigns.
  • Conducting seminars and training for all cross selling products – IPO, MFs, Insurance, etc
  • Business events can be organized where experts will discuss about Elite Wealth Advisors Ltd. products, current happenings in financial markets, analysts tips etc.
  • Our experienced team of RM and BMs will assist you in meetings and closure of clients.

TRAINING SUPPORT

  • Training on how to manage risk of the clients. KYC, on how to fill forms, proofs required, etc.
  • WMS training provided on building up the knowledge in Debt and Equity Markets
  • Sales Training provided to the RMs of the franchise to improve the conversion of clients.