Hello, am I speaking with Mr/Ms [name]?
Good [morning/day/evening] Mr/Ms [Name], I am [Agent] from Appreciate regarding a Distribution Partnership opportunity. Appreciate platform is bringing some of our distribution partners crores of additional annual revenue. I need only 5 mins of your time to discuss this. Can I explain the benefits to you now?
[If yes]
Thank you for the time!! I will cover three important areas of information quickly: (1) Benefits to the end customer (2) Your earning potential, and (3) How Appreciate is different.
Why this is good for the end customer
Appreciate offers seamless 1-click investing in US shares and mutual funds. Diversifying their current portfolio using US shares and mutual funds provides 3 key benefits - reduction of country risk, currency appreciation upside and using the current buying opportunity as stock prices have been lower over the last 9 months. Indian residents also get the chance to invest in fractions.
[Ask if they have any questions so far and answer accordingly]
What your earning potential is
You can leverage the power of Appreciate to deepen your relationship with your customers by offering them multiple products in one app. We offer our distributors revenue based on - the number of customers onboarded, the AUM and the trail commission from ongoing investments. You can earn substantial amounts per annum, and there is no cap on earnings.
[Ask if they have any questions so far and answer accordingly]
How Appreciate is different
1. We also offer you a distributor portal free of cost.
2. You can see all your customers and support them seamlessly.
3. You can further add to your distribution network by creating and managing agents in your network.
4. Appreciate offers one click investing with many innovative features.
5. We have both passive investing and active investing options.
[Ask if they have any questions so far and answer accordingly]
We are reaching out to key people like yourself to establish a distributor partnership. We are confident that Appreciate can help you increase your revenues & clientele by offering a great solution. You can visit our website www.appreciatewealth.com for more details.
[If Mutual Fund Distributor OR IFA]
I would love to introduce you to the Appreciate leadership team to explore this partnership further. Please advise a convenient time for me to setup this virtual meeting.
[If yes]
[Confirm date and time for meeting] Perfect. I will send you the invite via email shortly. [Send email to customer with Neelam, Neeraj, Shlok, Yogesh, Subho, Srishti in CC]
Thanks for your valuable time. Have a great day ahead!!
[If no]
Is there any information I can provide that can help you decide? Or any questions that I could answer?
[If LIC agent]
Do you want to get started today? There are just two simple steps:
We sign a standard mutual agreement
We provide you access to the distributor portal free of charge so you can start right away
I just need a few details to send you the agreement:
Name of your company
Official address
Signatory name
Signatory designation
Signatory email
Signatory phone number
[Take this info and email to Neelam, Neeraj, Shlok, Yogesh, Subho, Srishti]
[If no]
No problem. Is there another time that would be more convenient to talk?
[Confirm date and time to call next] Perfect. I will call you then. Have a good day!