OUR TEAM
Ms. Pooja Ahir
Backoffice Executive
Pooja is Commerce Graduate and MBA in Finance. She is the Back office Executive for Life Insurance department, having an experience of over 3 years at our firm. She is responsible for all new business/policy login, all kinds of policy servicing and time to time record updation for all clients.
Backoffice Executive
Pooja is Commerce Graduate and MBA in Finance. She is the Back office Executive for Life Insurance department, having an experience of over 3 years at our firm. She is responsible for all new business/policy login, all kinds of policy servicing and time to time record updation for all clients.
Mrs. Jyoti Mistry
Backoffice Executive
Jyoti is Commerce Graduate. She is the Back office Executive for General Insurance department. She is having an experience of over 6 years in General Insurance back office work. She is responsible for all new business/policy login, all kinds of policy servicing and time to time record updation for all clients.
Backoffice Executive
Jyoti is Commerce Graduate. She is the Back office Executive for General Insurance department. She is having an experience of over 6 years in General Insurance back office work. She is responsible for all new business/policy login, all kinds of policy servicing and time to time record updation for all clients.
Mr. Mehul Patel
Executive
Mehul is the Executive for our firm, having an experience over 7 years at our firm. He is responsible for all kind of outside work like premium/document collection from customers, document submission/collection at various financial officies like Life and General Insurance + NJ branch office.
Executive
Mehul is the Executive for our firm, having an experience over 7 years at our firm. He is responsible for all kind of outside work like premium/document collection from customers, document submission/collection at various financial officies like Life and General Insurance + NJ branch office.
Ms. Jeenal Patel
Backoffice Executive
Jeenal is Commerce Graduate. She is the Back office Executive for Mutual Fund department, having an experience of over 2 years at our firm. She is responsible for opening a new E-Wealth [Demat] account, all new investment login, data processing and time to time record updation for all clients.
Backoffice Executive
Jeenal is Commerce Graduate. She is the Back office Executive for Mutual Fund department, having an experience of over 2 years at our firm. She is responsible for opening a new E-Wealth [Demat] account, all new investment login, data processing and time to time record updation for all clients.
