Synergy Wealth Creation is a trusted company with more than 5,000 happy customers. We offer great financial solutions to help our clients manage their money and secure their future.
Our plans are designed to make your financial goals easier to reach and give you peace of mind about your finances.
We provide expert financial strategies tailored for life insurance, health insurance, general insurance, and mutual funds, ensuring you receive the best solutions for your financial needs.
Joining with usHello everyone, I’m your insurance advisor and partner, here to help you secure your future with strategic and safe solutions. Let’s work together to protect your future.
I was promoted to Senior Territory Manager at Max Life in February 2010, then to Agency Development Manager in 2011, and Senior Agency Development Manager in 2012. I qualified for the 15 GRAM GOLD Contest at TATA AIG Life Insurance, was named Top Manager in the Country in 2009, and featured in Dimension Magazine. I also achieved Sprinter of the Month in March 2010, met Case Rate and Premium targets in JFM-2010, and was recognized as a Team Builder in AMJ-2010.
I am always eager to learn and improve. I take pride in being a good cultural ambassador and possess basic knowledge of Microsoft Office. I have strong team-leading skills and advanced knowledge in finance. Additionally, I am a highly motivational presenter.
I have over 9 years of experience in Sales and Management. I am currently working with Bharti AXA Life Insurance since January 6, 2018. Previously, I worked with HDFC Life from February 2016 to January 2018. Before that, I was with Max Life Insurance Co. Ltd. from March 2009 to January 2016 as a Senior Agency Development Manager. Prior to joining Max Life, I worked at TATA AIG Life Insurance as a Provisional Business Associate from 2008 to 2009.
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