Multiple choice

To sell funds effectively, an agent need not

  1. be fully aware of the important characteristics of the scheme

  2. know his/her client's risk profile

  3. give after sales service

  4. offer large investment rebates
Reveal answer Fill a bubble to check yourself
D Correct answer
Explanation

An agent needs product knowledge, client risk assessment, and after-sales service to sell funds ethically and effectively. Offering large rebates to attract investments is not required - in fact, SEBI regulates rebates to prevent mis-selling. Good sales practices rely on advice and service, not financial incentives.

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