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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[Launch Event Video] Sanchay CRM
01:51:58 -
[Website] Sanchay CRM
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[Quiz] Sanchay CRM
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Student Ratings & Reviews
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
Very Informative and product was explained well to understand all the features of the CRM
It was a good course to do learned new things about it
Very good experience
It was good
Sanchay CRM is a user-friendly tool designed for financial advisors, offering features like ready templates, automated reminders, and a mobile app for on-the-go access. It helps streamline client management, portfolio tracking, and follow-ups, making it ideal for both beginners and experienced advisors.
Easy to Understand and use.