Services
Video meeting . 30 mins
30 mins video call
Key Portfolio Highlights
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Exclusive financial insights!
Video meeting . 15 mins
15 mins video call
Rapid Financial Guidance
Video meeting . 15 mins
Discovery Call
"Transform your life with my insights!"
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Video meeting . 60 mins
60 mins video call
Customized Wealth Management Plan
About me
As a life insurance professional with over 20 years of experience, I have developed sharp risk assessment skills and insightful wealth planning perspectives that can guide individuals and families.
In roles like Head of Sales, Chief Branch Manager and Cluster Business Manager, I recruited and mentored large teams of 100+ sales professionals to maximize distribution. Known for my motivational, training and team building abilities, I developed high-performing teams that delivered results.
As a mentor, I guide fellow advisors and budding professionals on inculcating financial acumen, ethical sales practices and needs-based selling rather than transactional approaches.
With certifications as a CFP Member and AMFI-certified professional aligned with 20+ years in banking and insurance, I bring sound financial advice and risk management strengths to guide clients' investment strategies and insurance needs.
I evaluate risk exposures across age groups to develop plans aligned to changing life stages and risk appetites
As Sr Branch Manager with companies like SBI Life, ICICIPru and Bajaj Life, I ensured customer centricity and increased productivity by establishing sales best practices. My branch ranked among top performers nationwide thanks to the excellent service culture built.
I have been directly involved in activating new business channels via corporate tie-ups, on-ground promotion campaigns and leading cross-functional teams. This experience allowed me to expand distribution networks and drive growth in competitive markets.