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Need some help regarding PF.
I joined a company on 7th Dec. Just got the Laptop on the first day. 12th Dec was my induction day where I was supposed to fill different forms like form 11 ,joining report etc. I resgined on 9th Dec . Today I gave my laptop to the company.
Question is will they be able to open PF account with the help of UAN mentioned in salary slips, Adhar number and pan number that i submitted during offer process?
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Stay away from Santander lol
I’ve just heard about their culture. I have friends at CS, NM, & JP Morgan who have heard the same.
I’m interested in what you do for prospecting? I’m new and I’m open to any prospecting ideas
Community Builder
At Citi it’s easy. They give you lots of branches and even though branch staff is not incentivized to refer to you, if anyone even so much as mentions the word of IRA, retirement, investments, stocks, etc, anything within the scope of wealth management they will send you the referral. Besides that, in some cases you’re paired with a CitiGold Relationship Manager that part of his/her job is to refer to you investment leads. You have the branch Citigold book assigned to you on SalesForce which is all customers that have at least $200k plus at your branches if you want to call, and besides all that you have so many customers walkings through the door all you have to do is say welcome to Citi and escort them to your desk. “You’re going to put the money that you haven’t touched in over a decade into a 4% CD during a market that’s down over 20% and that’s averaged 11% for the past 100 years?” Prospecting is as easy as it could possibly get, however, the compliance and admin part is absolute insanity. Unless you’re already a million dollar producer and have a dedicated sales assistant to take care of your admin bull, to open an account here is absolute INSANITY. The account opening process here is like SERIOUS. And when I say SERIOUS it’s hard to even put into words. Far beyond even comparison to any firm on wall st times 10.
Community Builder
Read your contracts carefully. Don’t work for someone else and build them wealth and then have nothing to show for it.