1.Basic understanding of concept of general insurance and products of commercial line.
2.Understanding need and importance of client acquisition.
3.Methods of client acquisitions.
4.Survey for client acquisition.
5.Feeding the data in system.
6.Discussing survey results and finding innovative ways to reaching to new clients.
SPA Group was promoted by a team of finance professionals in 1995 with an objective to provide value added financial services. SPA provides services for securities broking, merchant banking, wealth management, financial advisory, corporate finance, risk management and insurance broking.
SPA is being managed by its promoters along with a young and dynamic team of over 500+ professionals with rich experience, in their respective fields. The Group has established itself as one of India’s leading financial advisory house, offering various financial solutions to its Institutional, corporate and individual clients. Our personal line of financial services for corporate employees includes Investment & Tax Advisory services by providing regular help desk in their office premises only.