Ajay Panchotiya
Insurance Advisor @Kotak Life
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WORK HISTORY
Insurance Advisor @Kotak Life
IN
As a Life Insurance Advisor at Kotak Life Insurance, I assist clients in securing their financial future through tailored life insurance solutions. My role involves understanding individual needs, providing expert guidance, and offering plans that ensure protection and peace of mind. I focus on building long-term relationships based on trust and transparency. I stay updated with industry trends and regulatory guidelines to provide accurate and beneficial advice. Dedicated to helping individuals and families achieve financial security through the right insurance coverage.
EDUCATION
Shree Swaminarayan Gurukul International School - Morbi
Higher Secondary School/12th HSC, Business/Commerce, General
Shree Swaminarayan Gurukul International School - Morbi
Secondary School/10th SSC
Saurashtra University, Rajkot
Bachelor of Commerce - BCom, Accounting and Finance
ABOUT AJAY PANCHOTIYA
Founded AMP Consultancy with over [7] years of experience, I specialize in providing tailored financial solutions to businesses, entrepreneurs, and individuals. My passion lies in helping my clients achieve their financial goals through meticulous accounting, strategic tax planning, and personalized financial advice. Whether you need help managing day-to-day bookkeeping, preparing for tax season, or planning for long-term growth, I am committed to delivering accurate, timely, and actionable insights. Detail-oriented Excel Reconciliation Specialist with expertise in analyzing, matching, and validating large datasets to ensure accuracy and consistency. Skilled in advanced Excel functions, pivot tables, lookup formulas, and conditional formatting to streamline reconciliation processes. Adept at identifying discrepancies, investigating root causes, and ensuring timely resolution. Strong understanding of financial data, accounting principles, and reporting requirements. Known for creating automated templates and dashboards to improve efficiency and reduce errors. Committed to delivering precise, reliable, and audit-ready reconciliation reports.I take pride in creating long-lasting relationships built on trust and collaboration. My approach is always proactive, ensuring you are prepared for any financial challenge or opportunity that comes your way.
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