Hi! I’m Aniket Patel (Mentor Aniket)
Aniket Patel is a young & dynamic development officer in Life Insurance Corporation of India with more than 7 years of experience in the life insurance industry. He is mentoring a team of very successful agents.
He is qualified with an MBA in Marketing. He is believing in acquiring & Implementation of knowledge and hence he has done various courses on the subject of
• Leadership, Communication Skills, Marketing Management, Personal Excellence, Basics of Personal Finance &
Wealth Management, Time Value of Money &
Principles of Life Insurance.
• Financial Pyramid, Financial Products, Usage of (Standard Deviation, Sharpe Ratio, Beta (B), Sortino Ratio &
Treynor Ratio).
• Leading of Service Staff (Motivation, Delegation, Team Spirit, Supervision, Discipline & Work Culture).
• Public Speaking
• Effective Presentation to a group
• Methods of Estimating Life Insurance Cover Needed Covering Capital Need Analysis, Human Life Value and Net
Worth.
• Special Training in Microsoft Excel to Calculate Capital Need Analysis, Human Life Value & Expense Provision
Method.
• Prospecting in 8 Direction.
• Employer-Employee Scheme includes Legal Aspects, Underwriting, Positioning & Taxation
• Legacy Planning Through Life Insurance includes Nominations, Assignments & Married Women Property Act
1874 (MWP Act 1874).
• Key-Man Insurance - Risk Management Tool (Prospecting, Positioning & Procedure)
• Time Management (Planning & Co-ordination, Prioritisation, Organising & Delegation aspect)
• Personal Brand Equity
• Understanding the Stock Market & it's Investors covering topics of IPOs, Secondary Markets, Fundamental &
Technical Analysis of Stocks, Financial Ratios,
PSYECO: Emotions of the investors, Bubbles, Rules of Advising
the Clients to invest in the Equities.
• Corporate & Family Financial Planning for SMBEs covering Studying Profit & Loss Account and Balance Sheet
Statements, Financial Ratios, Succession Planning,
Special Risk Management Solutions Specific to SMBEs.
• Understanding Annual Report and Likely Effect of the proposed IPO - LIC.
• Group Gratuity Scheme from Very well-known International Institute in the Insurance Industry GO-PAST.
• Financial Planning & Financial Services, Understanding Govt Relief Package Announcement of Rs. 20 Lakh
Crores and It's Impact on Equities, Bonds, Mutual Funds & Insurance from CHITKARA UNIVERSITY - FINANCIAL
EDUCATION CENTER.
• Career Orientation for Development Officers of LIC from POWERHOUSE ACADEMY.
He is a man of knowledge and continuously acquiring it. He is regularly conducting a FINANCIAL AWARENESS MEET for creating awareness of the Importance of Financial Planning through different investment instruments on goal-based planning.
His greatest achievement is writing an article in International Magazine named INSCRIPTIONS - A TRUTH STAYS FOREVER, on the subject of NEED AN EXPERT FOR A FINANCIAL PLANNING.
His tag line is "Securing your future financially, today" implemented on both, his agents as well as their agent's clients. His agents are very well trained, equipped with the knowledge, very friendly & Professional due to his way of training, mentoring & leading skills.
Associating with him will deliver you a very fruitful result for your career as well as personal financial planning.
Launch your Graphy
