Mahak Paryani
Back Office Coordinator | Financial Operations & Insurance Management | Client Relationship, Data Management, and MF/Demat Account Expertise
- Role
- Back Office Executive at Bhatia Financials
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Mahak Paryani
Highly organized and results-driven Back Office professional with 2.5 years of experience driving operational excellence within the Financial and Insurance sectors. I specialize in the end-to-end administration of client accounts, ensuring accuracy, compliance, and superior client service.My core competencies include full-cycle account coordination for Mutual Funds (MF) and Demat accounts, alongside comprehensive management of Health, Motor, and Life Insurance policies. I am adept at utilizing CRM systems for efficient data management, lead tracking, and complex query resolution.A proven problem-solver with strong planning and coordination skills, I successfully managed the critical policy renewal process at Bhatia Financials, consistently securing timely premium payments and maintaining high client retention.I am passionate about joining an organization that values continuous learning and is focused on utilizing operational efficiency to build lasting client relationships.
Experience
Back Office Executive
Present
Education
Devi Ahilya Vishwavidyalaya (DAVV), Indore
Bachelor of Commerce - BCom, Business Administration and Management, General
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