Awareness and Distribution Programme for Sanchay CRM Across India and West Asia

From News Desk

Sanchay CRM is a special CRM for mutual fund distributors and financial advisors. This innovative product from Enjay IT Solutions has received fantastic responses from the financial industry.

To create awareness about the product, Enjay has partnered with various mutual fund advisor associations across India and a flagship event and media company, CafeMutual Events, which has a national presence.

The company has already held events in Mumbai, Delhi and Kolkata and plans to hold events in Ahmedabad and Pune in the upcoming weeks. We have also identified 10 other cities to host events.

MFDs use various platforms, such as Investwell, Redvision, Advisorkhoj, M2M, Vijaya etc., to manage their clients’ portfolios. Sanchay CRM does not replace these platforms but works alongside them. They have developed integrations with these software platforms.

Sanchay CRM helps MFDs in many ways. Some of them are as follows –

Organise and categorise their clients according to AUM and various other parameters as they define.
Manage the tasks/queries that they receive from their clients.
Manage internal tasks and team members.
Communication platform for marketing and notifications, using WhatsApp, SMS and email.
Manage and track portfolio review meetings.

More than 25,000 companies are engaged in mutual fund distribution and the financial advisory business. This presents a massive opportunity for all Enjay partners to become sales or implementation partners. As with Sanchay CRM (like all other Enjay Products), the revenue is also recurring for partners. This helps them create a predictable, recurring revenue system for their business. Enjay also seeks an exclusive distribution partner for this and other Enjay products.