Mr. Jaykumar Suresh Patel(Son) & Mr. Sureshchandra Patel(Father)
Q. Please introduce yourself and also share your vision and mission or goals in life.
Answer : SURESHCHANDRA : We have roots in this business since 1988. Initially I started the Financial journey with Life insurance corporation of India (LIC) and later started the Health and General Insurance business with Oriental Insurance Company Limited.
In the year 2006, I joined NJ INDIA INVEST Private Limited .
My son, Jaykumar S.Patel pursued B.E Mechanocal and later joined the business in the year 2015, and since then He have been actively promoting Mutual Funds through Financial planning and mentoring for Our clients.
We have our office at our small home town Killa pardi as well as in Vapi. As of now we have a dynamic team of 8 people at our office and have 3000+ satisfied clients in our kitty ( combined LIFE, GENERAL, HEALTH, MUTUAL FUNDS, FIXED INCOME ).
We are always dedicated to constantly support and mentor our clients for the various products across Insurance, Mutual Funds, Fixed Income Etc.
We have an experience of over 25+ years in this business
Our Business Goal : 100 crore by the end of 2025.
Q. Please tell us anything on your business or processes which you believe makes you stand out from the other IFAs in the industry? How has it helped you in making your business more successful?
Answer : Sureshchandra : Well , The first thing is trust upon you of the clients which comes through years of bond and Second is service as well as the readiness to help them in their Investments & Insurance Gaps.
We focus on serving them to the best and servicing needs employees ! So We have 8 people ready to provide the service on a regular basis whenever needed.
Q. In this Dhanteras SIP Challenge, you registered great success. Please tell us about what your strategy was and the activities you did to make the SIP Login Day successful.
Answer : Jaykumar : Initially we thought of motivating clients for Investments after a rough year due to Pandemic and it was high time to make them realize their Financial goals. So we thought of Celebrating A SIP campaign ( Dhanteras - SIP day ).
We started by making a client list for approaching them for SIPs. After segregating the names we started tele-calling them and explained about the celebration and also about the future opportunities. We even made promotional videos for sharing with clients.
One more important thing we would like to add is all the transactions were completed through E-Wealth and without it wouldn't have been possible. Thanks to NJ INDIA for providing such a user friendly Platform.
Q. Please tell us of your preferred method /strategy to promote SIP investments today which has been giving good results. Can you share any valuable suggestion /piece of advice to our Partners to be successful in promoting SIPs?
Answer : Jaykumar : Well, SIP is one of the most favourite products between the people nowadays. But there are certain ways we have started to promote SIP is through GOAL planning, FAMILY NEEDS MASTER TOOL and explaining about the GAP in their GOALS. This is the most effective way to sell SIP as well as to retain it. Basically it's the future of our business.
Secondly there is Courier activity we do of one pagers which we order from NJ bizmall ( MCS - VIDEOS & IMAGES most effective ).
We also conduct tele-calling methods and Webinars to promote SIP
Lastly, we do promote on Social media platforms ( whatsApp, Facebook, Instagram ) which is alo the most effective ways to reach out existing as well as to generate new Leads for SIP.
This above practices shall surely give you positive results
Q. Lastly, please share any mantra or guiding philosophy or any personal habits that you follow in your life or business to be successful.
Answer : Jaykumar : Five Different lessons from five different stalwarts ( NJ Partners ) of this business in VAPI
1. Sureshchandra Patel ( My Father ) : Put your thoughts into action quickly! Basically work hard and also client centric attitude ! And Keep prospecting, make it a habit!
2. Ashok Shah : Think a lot before taking a decision, but once you take a decision act upon it aggressively.
3. Sanjay Shah : Always be Self motivated !
4. Sandip Shah : Think out of the box Always ( Think differently ) !
5. Dhansukh Shah : Presentation, Public Speaking & Office Management !