Without Customers There is no Company: Service defines difference between Agent & Advisor

Without Customers There is no Company: Service defines difference between Agent & Advisor

“Excellent customer service is the number one job in any company! It is the personality of the company & the reason customers come back. Without customers there is no company!”

"It starts with thousands, goes into lac and then into crores . When focused on Returns it stops at thousands, when focused on goals it stops at lacs and when focused on consistent wealth for generations to come, it goes into crores & continues due to trust, transparency, Consistency & life long connectivity" - Rasmeet

Agent sells products where as Advisor fulfill client requirement according to client needs & Meet customer expectation. At Green Hedge Capital we are committed to long term business & focused on each & every segment of financial planning , In the process we are building an ecosystem (network of interconnected systems) that takes every part of service whether its transparency, information , enhancing financial awareness, operations  etc

(IAP) –Investor awareness programs for our valuable clients and new customers as well to create financial awareness among them. How they can add value to their earnings, how to generate second source of income apart from their regular business, goals achievement such as child Education / marriage planning, retirement planning and many more.

Relationship managers at GHC maintain good relationships with clients so that the business can maximize the value of those relationships by resolving any customer complaints in a prompt and efficient manner and moreover sharing worth information about financial products via what’s app twice a week.

Training (Mentoring) - on regular basis in morning at office to enhance knowledge and interpersonal skills and to keep our team updated about various market scenarios.

In- house research - Mutual funds (Advisory), our monthly magazines (GHC BILLIONS)  , Stocks (Stocks Research Report), Insurance (Health, Term , General & Life), AAA Papers (Fixed Deposits) etc. We believe in a tradition of hard work and Research is integral part in our line due to dynamic nature of financial markets & economy. Every segment requires detailed thorough research & update relative to past & its effect on the future events.

WhatsApp groups & Broadcast - plays a vital role in data/news sharing among our clientele. Each interaction and touch point impacts client satisfaction and loyalty.

Blogging – With the help of blogging we try to develop and strengthen relationships with our Existing clients by connecting them with our brand and creating opportunities for sharing our knowledge by educating them what our business do for them

Workshop - Doing workshops for clients/employees or attending training programs focused on customer service/business innovation. Workshops with various activities to expand our network and for the purpose of enhancing our skills at every level to provide best of our services.

Infrastructure : As we are committed to long term business so we are heavily invested in our infrastructure relative to other IFA (Independent Financial Advisors). It is only physical presence & open environment that builds credibility of trust & transparency.

Technology:   This is most important part in any business especially in our field. As time keeps running and service is continuous part we keep on updating our website, mobile app, various forms forms of connectivity. Lot of things already lined up for this year so that everything is available 24 by 7.

Thanks

Rasmeet

Green Hedge Capital

Family Wealth Advisory