About Course
This beginner-friendly course is designed to help new team members understand the financial advisory industry in India and what are their typical challenges that sanchay can address.. If you’re working with Sanchay CRM or supporting financial advisors in any role—sales, support, marketing, or product—this course will give you clear idea on how Sanchay can help financial advisors manage their advisory business through a systematic approach.
You don’t need a finance background. The content is simple, practical, and focused on your job role.
Course Content
Sanchay CRM
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Sanchay CRM: Product Walkthrough
01:15:55 -
[Website] Sanchay CRM
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[Quiz] Sanchay CRM
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Student Ratings & Reviews
GOOD
Nice
GOOD
Good product
,
Good Experience.Very Useful.
It was so excellent
helpful and informative
This is good experience and I learn to much things from it.
Its Too knowlegable
Very useful
Very useful
It was best summary I have got about MFD and other financial services work flow and how we can solve through crm and best part I like explanation of import of data
good
good
Excellent for MFDs
I really liked this course.
Nice experience
good
CRM is good