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Investor Awareness Initiative conducted in over 376 locations touching over 41000 investors in more than 750 sessions
Awareness campaign through the use of Mobile Vans spreading the knowledge of investment in different locations through the use of audiovisual programmes
Awareness Camapaign conducted in housing societies though the use of health checkup and wealth check up camps.
An infotainment programme done for the families discussing about the family budgets, goals and their acheivement.
GIFT A SIP Campaign Conducted on 15th Aug, for the cause of Good Health and Financial Independence. Over 1800 customers participated in 61 Outlets Pan India.
Children’s Day Celebration is conducted across our Business Partner Outlets Pan India. Games, Drawing and Essay Competition for children are organized along with session on Children’s Career opportunities for the Parents.
SIP Carnival is organized in our various Partner outlets. Here the client’s families participate in multiple games that relate to their goal achievement and financial Planning. These activities help partners to engage in an informal environment with their clients to discuss and know about the different aspects of long term investment.
Senior Citizens Week is celebrated in the first week of October. The Parents of Clients are invited to celebrate and share their stories, perform their favorite song. The session turns out very exciting with their enthusiastic participation. Important financial advices like will drafting and investment are discussed with the participants.
Customers are regularly invited for information sessions and training on various products like equity, margin, FnO, Mutual Funds etc. ICICIdirect Relationship Manager assist our Business partners to conduct these sessions at their outlets. These sessions have proved to increase client engagement and assist our partners to introduce new products to their clients.
Regular engagement meet is conducted with our IA/IFAs in major cities pan India. Information on Products, Markets and sales strategy is discussed. Performers and acknowledged for their contribution through accolades and rewards.
A platform for Reward and Recognition for our Top Mutual Fund Distributors.
Engagement and Reward and Recognition Platform for our Authorized Person in top locations Pan India.