Managing Clients Effectively | Investwell Mint Training | Session 1 - Client Management скачать в хорошем качестве

Managing Clients Effectively | Investwell Mint Training | Session 1 - Client Management

Welcome to Investwell Mint Training: Your Complete Software Guide! In this video, we explore the features and functionalities of the Investor Portal. Learn how investors can log in and make the most of their investment journey. What you'll learn: 00:01 - Introduction to the Investor Portal 00:42 - Welcome Email and Login Process 01:34 - Alternative Login Methods (OTP, Gmail) 02:17 - Dashboard Overview 03:40 - Goal Achievement and Insurance Overview 04:18 - Document Upload and Risk Profile Submission 04:54 - Investment Journey 05:47 - Reports (Portfolio Valuation) 13:00 - Portfolio Summary Report 17:00 - Asset Allocation Report 18:36 - Capital Gain Realized Report 21:11 - Capital Gain Unrealized Report 22:41 - Dividend Report 23:05 - Profit and Loss Report 23:42 - Portfolio Performance Report 25:29 - Portfolio Rebalancing 27:22 - Portfolio Snapshot 28:21 - Transaction Menu 29:56 - Insurance Menu 30:35 - My SIP Menu 31:44 - My Folios 32:16 - Document Vault ( Upload Imp Doc for easy access) 32:38 - Risk Profile Assessment 32:58 - Watchlist ( One Day and Historical Change of Investment Schemes) This video is the second part of session one of a comprehensive training module. By the end of this session, you'll have a clear understanding of the foundational features of Investwell, empowering you to enhance client interactions and streamline your workflow. Make sure to watch the entire series! For more info go to www.investwellonline.com