Meher Supriya Residency, Sarada Nagar Colony, Murad Nagar, Hyderabad, Telangana
• Having 10 Years of Exp. in Protecting Families and Entrepreneurs in meeting their dream goals
• Manages 55 Crores of Family Fund
• We are helping 100+ Families to achieve their dream goals.
1 customer review
Ajay Saini
Financial Advisors
It was a great n fruitful discussion with Mr. Kota Rama Mohan. Found him an expert of his field with great listener. I am fully satisfied with the advice he provided to me.
Reply from MM Insurance
Thank you so much
What do you love most about your job?
1. Helping people to meet their dream goals by figuring out their risk tolerance. Providing need based solutions.
2. Do build strong relationships with clients in long run.
3. Continuous learning and helping customers with latest market updates.
4. Balancing work and family needs with flexible working hours.
What inspired you to start your own business?
1. Relaxation in providing tailor made solutions to client needs.
2. Good earning potential
3. Huge market scope in Financial Advisory role in market.
Why should our clients choose you?
1. We do have knowledge in providing need based solutions.
2. We am Capable in designing Personalized Plans understanding customers short term, long term goals which includes Retirement Planning, Loan/Liabilities Protection, Wealth Creation, Wealth Protection till 3rd Generation.
3. We are Disciplined and Accountable for my customers hard earned savings.
4. We do Provide emotional support to my clients during hard times.
5. We do Thorough Analysis on market trends by learning continuously and save my clients time & energy.
6. We are Trust Worthy and Valuable Partner to my clients.
Can you provide your services online or remotely? If so, please add details.
We do provide online services also in addition to offline services. Like
Online Services:-
1. Customer can schedule appointment from our portal
2. Virtual Meetings with customers those who are staying out of Hyderabad.
3. Customer can view and compare products of specific from our portal
4. Policy Issuance online.
Offline Services:-
1. Personal Visit / 1-2-1 Meetings.
2. Free Phone Consultation on specific pain area.
3. Generating Customer Portfolio Report.
Ideal Scenario : Mix of online and offline.
What changes have you made to keep your customers safe from Covid-19?
1. More virtual meetings than physical meetings.
2. Added more features to our portal
3. More telephonic consultations
4. Advise customers on wealth protection areas like enhancing Health Insurance Coverage.
5. Adhered safety guidelines.
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