Mr. Dharmesh Soni, DRS Wealth Creator - Rajkot
Mr. Dharmesh Soni, DRS Wealth Creator, is one of our early Partners from Rajkot, Gujarat. Mr. Dharmesh has managed to build a strong clientèle of over 3,000 investors in his journey to success. He is an active marketeer and user of BizMall, and places Client Centricity at the top. He is a firm believer in the asset allocation principle for portfolio management and is also active in promoting MARS and TADA to his customers. He is also using My CRM aggressively to manage is daily work flow and customer management part. We are glad to present to you the thoughts of the rising star from Rajkot.
(1) Very briefly tell us what inspired you to choose the career of a financial advisor /distributor?
Answer: I was working in Dubai as an Accountant and Finance had been my favorite subject. When I returned to India, I decided to build my career in the financial domain. Mutual funds caught my eyes and I chose to start with the same.
(2) You have a good client base. Please tell us how you have managed to build your clientèle?
Answer: Initially, I acquired most clients through referrals as I was a newcomer in Rajkot. Later, I started with one page insertions and advertisements in local news papers, followed by NJ Biz Mall products. These three things have helped me build the clientele that I have today. I would suggest Partners to use NJ Biz Mall products actively in promoting their brand.
(3) You are using 'My CRM' extensively since its launch. Could you please share with us as to how you have incorporated it into your business practice?
Answer: We are trying to make it a discipline to keep CRM open for all our employees, it becomes easier for us to assign tasks to employees & follow time lines. The employees in the evening see the task report to check if there is any task pending or not. It is thus helping us to follow task time lines without fail and does not leave any scope of forgetting them.
(4) How you have integrated CRM with Client Acquisition Process and what is your experience?
Answer: I was looking for options through which I could serve my clients in a better and simple manner. I tried various CRM softwares, but either they were too costly or difficult to maintain. Thanks to NJ, for bringing 'My CRM' to my rescue, it wiped out all my problems and enabled me to serve the clients in a better manner. I believe that in long run, with regular use of CRM, our business will be at an edge over others.
(5) What advantages do you feel CRM offers to both Clients and Partners?
Answer: It helps us keeping a track of our daily client meeting timelines, conversation records, a record of what we did & what's coming next and it also takes care of all petty things. At empowers us to send relevant reports and presentations to the clients. We send greetings along with the documents that we want to send. The minute recorder keeps a record of all minute details of our meeting, which will help us in future in case of any dispute. These features are very helpful to us Partners as well as the clients.
(6) What advice would you like to give about use of CRM in advisory business to existing and upcoming NJ Partners ?
Answer: We have found CRM to be very helpful in managing clients, their meeting dates, mailing presentations before meetings and sending greetings to prospective clients etc.I feel CRM wan work wonders for all advisors, it can support us not only in managing our business , but also help us managing relationships with the client. Just make it a habit to incorporate and use CRM in your daily business activities.
(7) Can you please share your short term and long term targets for your business.
Answer: We are considering AUM figures for our targets. Our Short Term target is to reach at an AUM of Rs.150 crores in the next five years. The Long Term target is to reach at an AUM of Rs.500 crores in the next 10 years.
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