Description:

This course provides certification for distributors of Portfolio Management Services (PMS) in Series-XXI-A, equipping them with the necessary skills and knowledge to effectively distribute PMS products to clients. The course covers regulations, product knowledge, client management, and strategies for successful distribution.

Key Highlights:

• PMS Distributors Certification
• Regulations and Product Knowledge
• Client Management Skills
• Distribution Strategies

What you will learn:

• Regulatory Knowledge
  Understand the regulatory framework governing PMS products and distribution.
• Product Expertise
  Gain in-depth knowledge of different PMS products and their unique features.
• Client Relationship Management
  Learn how to effectively manage client relationships and cater to their financial needs.
• Strategic Distribution Techniques
  Explore effective strategies for distributing PMS products and expanding your client base.