Onboarding with Kristal is fully digital and seamless.
Overview of the process:
Detailed understanding of the process:
After reaching an agreement on Fee Sharing and other terms and conditions
with Kristal's Sales team, we will proceed with initiating a legal agreement.
Upon signing the agreement with Kristal, we will request you to provide your team's data using a predefined template. This template will allow you to specify the details of your Relationship Managers (RMs), Senior Relationship Managers (SRMs), and other team members based on their geographic location and client book, among other relevant factors.
Moreover, you will have the flexibility to define specific access levels for certain RMs within your setup, including options for read-only access or restrictions to their own clients only. Once the profiles are created from our backend system, an email containing login credentials will be sent to your team, enabling them to begin using the RM App for efficient client onboarding.
For a more in-depth understanding of the RM App's functionalities, please refer to the links provided below.
RM Journey Guide
RM App Functionalities