To evaluate the current financial advisory process at ICICI Prudential, including client interactions, needs assessment, product recommendations, and post-sales service.
To identify areas of improvement in the financial advisory process to enhance customer satisfaction and increase sales performance.
To suggest recommendations for enhancing the effectiveness of financial advisors at ICICI Prudential.
Conduct interviews with financial advisors to understand their current processes, challenges, and successes.
Analyze customer feedback and complaints to identify any gaps in the financial advisory process.
Compare the financial advisory process at ICICI Prudential with industry best practices to determine areas for improvement.
Develop a report with recommendations for enhancing the financial advisory process at ICICI Prudential.
