A Day in the Life of a Wealth Manager
We believe that understanding the day-to-day lives, motivations, and struggles of our #feetonthestreet are key to creating a healthy workplace that helps sellers grow. To
Banking Beyond the Desk: How Automation is Transforming the Role of RMs
Agents, advisors, and RMs are the lifeblood of any bank. And understanding their needs, struggles, and pain points is crucial to empower them with the right kind of support. We spoke to Aditya, a RM, to gain some perspective into his day-to-day life, responsibilities, and hurdles.
How Insurers Can Tackle Climate Change Challenges
July 2023 was Earth’s hottest month on record. Last month, scientists announced that the average global temperature will pass the 1.5C threshold for the first time in
Taking Risks and Shattering the Glass Ceiling
When Jennifer Mendes decided to leave the hustle and bustle of Mumbai behind and move to Goa in 1987, everyone called her insane. But, this bold move kick-started her successful career as a Mutual Funds Distributor.Today, she runs her own company with 6,700 clients around the world. Read on…