I, Mr. Abhishek Kantak, 37 years, am a Financial Planner. I have completed my graduation in BCom and have done my CFP.
After Graduation, in 2005, for 6 months I worked for LIC as an Insurance agent, but people back then not only looked for Insurance but other Investments as well like Gen. Ins., Medi Claim, Mutual Funds and Wealth creation. There use to be a Mutual Funds AD on T.V. that use to run, which became popular later on.
In 2007, I joined Mutual Fund Distributorship and got my license for Mutual funds. There were plenty of Insurance agents and Fixed Deposit offers. But, Mutual Fund was not easily accessible. Gradually, people invested happily and we were encouraged with trainings.
Sparrows Sprout, contribution has been great. After a point, work becomes monotonous and we can’t repeat the same 10 things to clients so, Sparrows Sprout helped us bring new services to clients. Financial Awareness Program also helped us build our client relations.
My message to the agents out there is that, Agents work for companies but Advisors work for clients. Financial Advisory has huge scope and you can have great growth in this career.
Thank you!
About Sparrow’s Sprout :
Sparrow’s Sprout is a training institute for business development. We work extensively in financial services sector for building financial advisors and wealth management firms.
For more information,
Visit : sparrowsprout.in
+91 9372042248
Co-editor – Ms. Palak Shah
Creative Editor – Ms. Nishigandha Mahajan
