Dinesh Tater
Chief Financial Planning Adviser & Mentor, Founder Arihant Smart Services IMF LLP Bangalore, Managing Partner Arihant SunScan India
- Role
- Chief Financial Planning Advisor at Aviva
- Location
- Jaipur, RJ, IN
- LinkedIn followers
- 500 followers
About Dinesh Tater
Experienced Financial Planning Advisor with a demonstrated history of working in the…
Experience
Chief Financial Planning Advisor
Aug 2004 — Present
Dinesh Tater, Chief Financial Planning Advisor Aviva Life Insurance, India His shelves are lined with awards and mementoes for his achievements and gifts from industry events he’s attended around the world. Dinesh Tater is recognized as the most dedicated financial planning advisor in the life insurance business in India and top performing financial planning adviser in Aviva Life Insurance Company.The only registered member and attendee of “Top Of the Table”(T.O.T), 3 times & “Court of the Table” (C.O.T.) 3 times and Life member from Aviva in MILLION DOLLOR ROUND TABLE. The highest recognition globally for any life insurance professional in the world. A commerce Graduate from Rajasthan University Jaipur, is part of Arihant Group a very sound financial group in Chennai. He has a vast experience over 26 years in the field of finance & investments. His interest and passion for life insurance led him to start his career as a financial planning adviser in the year 2004, with Aviva Life Insurance. A very unique way of handling his clients and to give solutions based on the customer\'s needs has made him a 13 time Blue Riband Ambassador for the last 13 consecutive years. A list of over satisfied clients with a premium collection above 20.00 Crores have now become a part of his extended family. It’s not only the customer and product focus, Mr. Dinesh understood the importance of technology very early in his career, and a substantial part of his achievements can be attributed to using technology & internet for timely servicing his clients. He is a respected name in the Life Insurance circle and has represented Aviva at many occasions in India and abroad over 39 countries.started as an Advisor in insurance today 2 insurance companies are his tenent in jaipur.
Education
Middle School Merta City
govt school merta city, Business/Commerce, General
1978 — 1988
University of Rajasthan
B.comm, commerce
1989 — 1991
Skills
- Techo Savy
- Relationship Management
- Insurance
- Wealth Management
- Retirement Planning
- Underwriting
- Life Insurance
- Investments
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