Mr. I S Phani Kumar
Malleswaram (Bangalore)
Team e-Saathi presents a story of the NJ Partner in his on wards who is celebrating completion of 10 Years being with NJ.
As I had celebrated just recently (22-Jan -2016) the 10 year journey as an AMFI Advisor (ARN Holder, ARN-36744) you must be wondering why did I venture into writing this long post.
My tryst with NJ Group officially started exactly a decade ago (8th Feb 2006) the day on which my code (16329) was made official(though I became an ARN holder officially on 22-jan -2006) and that forced me write this piece.
Having entered the unknown territory of Financial Services through Life Insurance Agency assignment ,the field I was entering presented an opportunity and at the same time many challenges which continue through the years till today.
The journey so far with NJ group helped in every inch of my Advisory career right from the Training provided on the stroke of the exam to the basic training and in the process a right foundation was getting formed I still remember the basic Training provided by the ever energetic Mr Misbah Baxumusa who had flown in exclusively to give the basics of MF industry and the ground realities related to the Advisory career were touched upon in a detailed way (if I remember correctly),for a period of three days.
Since then ,the great journey of working together had started together towards the respective goals i.e. as an Advisor for me to come up in the career and as a National Distributor of repute for NJ (In fact they were a known force by then itself.)
The constant and continuous training sessions arranged exclusively for NJ partners both internally and externally are the things I liked most. Even today the zeal and enthusiasm with which the meetings or the training sessions- arranged by NJ -are of the highest order.
The Data compilation work done and circulated by NJ group through various means like Fundzwatch,Performance watch, the tools& calculators developed had helped people like me to save millions of seconds in analyzing various factors before I present myself to my customers. The SIP calculators, the returns calculators, the Goal based approach (GAP presentation), the Dynamic calculators that help in quick calculations based on different needs and approaches,etc ., are some of the things that helped me a lot and are still helping in my day to day Advisory Life.
The monthly meets,the regular interactions with NJ officials and the AMC personnel help a great deal in not only enhancing the knowledge but also the conviction towards the opportunity that is present in front of us.
The PBC (Partner Business Convention) being conducted year on year is a spectacle in itself and gets conducted in a grand gala manner amidst industry stalwarts and the top class NJ Advisors form part of the convention. Touted as the "Meet of the MF Community" ,"the MDRT of MF Industry ",by many Industry Stalwarts and the established MF advisors, the NJ PBC is a must attend for every aspiring IFA associated
with NJ .The knowledge sharing, the bond that gets created though interactions with Industry personnel and the Co- Advisors, the presence of the celebrity guest and the unwinding that takes place are the unforgettable memories one could carry from the PBC year on year. The mid year event, an event, many of us look forward to be part of, is the most awaited moment in my diary of events. In my Ten years association I am happy to be part of 7 PBCs so far and eagerly looking forward to be part of the 10th NJ PBC and my 8th overall. The addiction of being Part of NJ PBC keeps me on tenterhooks as every year to qualify for the coveted event keeps me focused on the job.
The 10 year Association made us build strong relationships that got converted to personal friendships and the bond formed is so strong that it would require a super human effort to break the same.
The challenges that became part of our Industry -starting from the entry load ban in 2009 to the unending regulatory measures -are well handled by NJ as a whole and helped us stay focused despite many difficult situations surrounding us in the market space.
The NJ innovations, initiatives like TADA (E-Wealth) Account,MARS,PrintShop/NJ BIZMALL , the MF PMS ,the RAP Points,etc , are unique to NJ and exclusive to NJ Partners.
As the industry looks at awe the growth and the philosophy with which NJ group runs its business model ,it indeed is a satisfying moment for people like me to conduct our business through our Association with them.
The tremendous support from each and every member of the Management team locally and from NJ Top Management team, the helping hand from the support staff locally and the customer care support we receive are very difficult to be inked and measured in quantity and the support continues through .
I am thrilled to be part of a conglomerate of Advisors and Employee team of NJ group and I could say with lot of Authority that this is one of the unique Associations I am part of and I had enjoyed being part of this togetherness.
As I step into my 11 th year of Association with NJ Starting today I thank each and every member of NJ group right from the Support staff to the Management team , my Co Advisors for the helping hand extended towards me with folded hands and look forward to many years of fruitful Association with the NJ Group and the people Associated with them(NJ Group).
Thanks !
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