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Book 1

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0% found this document useful (0 votes)
41 views40 pages

Book 1

Uploaded by

pragatisingh1802
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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N

A
C
H
P
r
e
s
e
n
t
m
Pr a
es n
en t
t S
m t
en a MTH_PE
TERM_ST t t RSISTEN
POLICY_R PAYMENT_ ART_DAT ANNULIZ Da u CY_STAT
EF FLAG POLICY_HOLDER DUE_DATE E ED te s US_13
475393392 25th Month AYESHA CANDIDA MENO 28-Sep-23 ### 700000 - - PERSISTEN
482590133 25th Month ANIL GANGADHAR PANDI 8-Nov-23 8-Nov-21 370000 - - PERSISTEN
447274395 25th Month VINOD JAIN 28-Mar-22 ### 300019 - - NOT_PERSI
459604566 25th Month ROSHAN EKNATH PATIL 9-Jun-22 9-Jun-21 300000 - - NOT_PERSI
488629262 25th Month SUNIL PARASHARAM POT 11-Dec-22 ### 300000 - - NOT_PERSI
445371793 25th Month RAKESH GUNVANTRAI S 13-Mar-22 ### 300000 - - NOT_PERSI
488726938 25th Month SMITA RAJESH CHAUDHA 28-Dec-22 ### 257200 - - NOT_PERSI
482842800 25th Month CAROL BENHUR MONTHE 9-Nov-22 9-Nov-21 250000 - - NOT_PERSI
476420325 25th Month ANEESHA AASHISH WATV 28-Sep-23 ### 210000 - - PERSISTEN
482996058 25th Month AYESHA CANDIDA MENO 3-Dec-23 3-Dec-21 200000 - - PERSISTEN
478640871 25th Month JAYA GUNJAL 18-Oct-22 18-Oct-21 143000 - - NOT_PERSIS
492995212 25th Month YOGESH RAMNIKLAL FOR 19-Jan-24 19-Jan-22 120000 - - PERSISTENT
481332833 25th Month SHIVALEELA SHIVANAND 27-Oct-23 27-Oct-21 120000 - - PERSISTENT
482577100 25th Month SUHAS NARAYAN JOSHI 12-Nov-23 12-Nov-21 120000 - - PERSISTENT
494601447 25th Month YASHRAJ SUNIL SAHASR 28-Jan-24 28-Jan-22 110000 - - PERSISTENT
438623457 25th Month ADITI SHUBHASHISH MOD 4-Nov-22 4-Feb-21 104021.16 - - PERSISTENT
445260354 25th Month ARUNA SUBHASH KALE 11-Mar-23 11-Mar-21 100024.24 - - PERSISTENT
461294938 25th Month ROSHAN EKNATH PATIL 21-Jun-22 21-Jun-21 100021.36 - - NOT_PERSIS
492821163 25th Month SUPRIYA BAJALIA 11-Jan-23 11-Jan-22 100002.14 - - NOT_PERSIS
494582485 25th Month LAL MANI GUPTA 28-Jan-24 28-Jan-22 100000 - - PERSISTENT
441308136 25th Month MANISH VITHAL BHOSAL 18-Feb-23 18-Feb-21 100000 - - PERSISTENT
463529257 25th Month PRAMOD NAMDEO MAHA 9-Jan-23 9-Jul-21 100000 - - PERSISTENT
493634740 25th Month SUDHA KRISHNA - 19-Jan-22 100000 - - -
439679344 25th Month MANAN RAJESH THANAW 5-Feb-23 5-Feb-21 100000 - - PERSISTENT
458162628 25th Month SANJIVKUMAR NAIR 28-Nov-22 28-May-21 100000 - - PERSISTENT
441727162 25th Month HETAL JALAK BHADRA 22-Feb-23 22-Feb-21 100000 - - PERSISTENT
460310793 25th Month PRASHANT SADASHIV BH 22-Sep-22 22-Jun-21 100000 - - PERSISTENT
448498721 25th Month DHANRAJ MAHADEV DHU 5-Apr-22 5-Apr-21 100000 - - NOT_PERSIS
462071520 25th Month SUNIL RAGHUNATH DHA 25-Jun-23 25-Jun-21 100000 - - PERSISTENT
469728054 25th Month JAGANNATH PANDHARIN 18-Aug-22 18-Aug-21 100000 - - NOT_PERSIS
475378643 25th Month VIRAJ VIJAY DEOLEKAR 22-Sep-22 22-Sep-21 100000 - - NOT_PERSIS
486979452 25th Month SANJANA RAMESH LULLA 28-Nov-22 28-Nov-21 100000 - - NOT_PERSIS
494591507 25th Month PRACHI SUNIL SAHASRA 24-Jan-24 24-Jan-22 100000 - - PERSISTENT
482795420 25th Month SHANIA TAVARGERI 18-Nov-22 18-Nov-21 99900 - - NOT_PERSIS
495409962 25th Month SUHAS NARAYAN JOSHI 28-Jan-24 28-Jan-22 95000 - - PERSISTENT
473886093 25th Month MOHAMMED SAMI MOHAM17-Nov-22 17-Sep-21 86420.52 - - PERSISTENT
457713666 25th Month SAMIDHA AVINASH PAKH 20-May-23 20-May-21 80010.33 - - PERSISTENT
491764918 25th Month VIJAY BABALYA BAGAVE 28-Dec-22 28-Dec-21 80005.55 - - NOT_PERSIS
493631767 25th Month NADEREH MEHDI JALALI 25-Jan-23 25-Jan-22 80000 - - NOT_PERSIS
495779877 25th Month MANOJ JADHAV 28-Jul-23 28-Jan-22 80000 - - PERSISTENT
494770317 25th Month DINESH BHAGAT 28-Jan-24 28-Jan-22 80000 - - PERSISTENT
490151753 25th Month ANITA SAMUEL BING 4-Jan-23 4-Jan-22 80000 - - NOT_PERSIS
439808984 25th Month VANDANA R GAIKWAD 6-Feb-22 6-Feb-21 75000 - - NOT_PERSIS
489656310 25th Month SUDHINDRA VASANT SHI 21-Jun-23 21-Dec-21 75000 - - PERSISTENT
439940311 25th Month ASHA ANANT VICHARE 8-Aug-22 8-Feb-21 75000 - - PERSISTENT
488473082 25th Month SHIVANI AJAY SAVLE 21-Dec-22 21-Dec-21 70000 - - NOT_PERSIS
456717423 25th Month DEVDAS BHASKAR NAGW 7-May-22 7-May-21 70000 - - NOT_PERSIS
488593100 25th Month GOPALAKRISHNAN RAMA 12-Dec-22 12-Dec-21 70000 - - NOT_PERSIS
492171291 25th Month MILIND GAJANAN MOTLI 4-Jan-24 4-Jan-22 70000 - - PERSISTENT
437543192 25th Month SANDIP P PATEL 5-Feb-22 5-Feb-21 63000 - - NOT_PERSIS
485501875 25th Month VIJAY SHANKAR KAMBLE 23-Nov-22 23-Nov-21 60000 - - NOT_PERSIS
481150495 25th Month NAVEEN GOPAL SHETTY 27-Oct-23 27-Oct-21 60000 - - PERSISTENT
480241194 25th Month NAVEEN GOPAL SHETTY 23-Oct-23 23-Oct-21 60000 - - PERSISTENT
475351672 25th Month JOHN SUTHAGAR V 24-Sep-22 24-Sep-21 60000 - - NOT_PERSIS
479736891 25th Month ASHISH D KEER 19-Oct-23 19-Oct-21 60000 - - PERSISTENT
458169232 25th Month SANJIVKUMAR NAIR 28-Nov-22 28-May-21 51017.58 - - PERSISTENT
483821756 25th Month CHANDRAN NARAYANAN 13-Nov-22 13-Nov-21 51000 - - NOT_PERSIS
485095582 25th Month VANITA KIRTANE 25-Nov-23 25-Nov-21 50034 - - PERSISTENT
478951728 25th Month ROSHAN EKNATH PATIL 13-Oct-22 13-Oct-21 50024.85 - - NOT_PERSIS
488689217 25th Month ASHWINI CHETAN KALE 28-Dec-22 28-Dec-21 50014 - - NOT_PERSIS
443967466 25th Month GNANACITTARASY NADA 2-Mar-22 2-Mar-21 50005.8 - - NOT_PERSIS
492230361 25th Month VISHNU PANDURANG PA 8-Jan-23 8-Jan-22 50000 - - NOT_PERSIS
495583666 25th Month NIRZAR SHASHIRAJ MOR 28-Jan-24 28-Jan-22 50000 - - PERSISTENT
485303471 25th Month PRAMODKUMAR KEDARN 22-Nov-22 22-Nov-21 50000 - - NOT_PERSIS
481494382 25th Month KSHITIJ KIRAN JOSHI 28-Oct-22 28-Oct-21 50000 - - NOT_PERSIS
493607312 25th Month SHAIKH MD SHAMIM TAS 17-Jan-24 17-Jan-22 50000 - - PERSISTENT
483823902 25th Month PRANESH JAGANNATH HE 12-Nov-22 12-Nov-21 50000 - - NOT_PERSIS
488747084 25th Month CHANDRAN NARAYANAN 28-Dec-22 28-Dec-21 50000 - - NOT_PERSIS
450794707 25th Month JAYA PRAVIN CHHEDA 20-Apr-23 20-Apr-21 50000 - - PERSISTENT
492237657 25th Month NEELAM BHISE 8-Jan-23 8-Jan-22 50000 - - NOT_PERSIS
494385602 25th Month SACHIN VITTHAL SATHE 28-Jan-23 28-Jan-22 50000 - - NOT_PERSIS
492586202 25th Month LADURAM UDARAM BISH 11-Jan-23 11-Jan-22 50000 - - NOT_PERSIS
488371515 25th Month DHANASHREE SALIL SAT 10-Dec-23 10-Dec-21 50000 - - PERSISTENT
482383743 25th Month SHASHI GOVIND NAIR 5-Nov-23 5-Nov-21 50000 - - PERSISTENT
440991932 25th Month SHANTI SUNIL GONSALV 16-Feb-22 16-Feb-21 50000 - - NOT_PERSIS
478638182 25th Month SUNIL PRALHAD NIKAM 11-Oct-22 11-Oct-21 50000 - - NOT_PERSIS
449668572 25th Month SHIRISH NAMDEO MHATR 9-Apr-23 9-Apr-21 50000 - - PERSISTENT
456478262 25th Month VATSALA ELESH NAVATH 5-May-23 5-May-21 50000 - - PERSISTENT
469052578 25th Month RAJENDRA VISHNU DES 18-Aug-22 18-Aug-21 50000 - - NOT_PERSIS
489969950 25th Month PAYAL BRAHMDEO PAND 20-Dec-23 20-Dec-21 50000 - - PERSISTENT
460643888 25th Month ABHIJEET RAMESH CHARI 15-Jun-22 15-Jun-21 50000 - - NOT_PERSIS
461914706 25th Month SHWETA RAVI 22-Jun-23 22-Jun-21 50000 - - PERSISTENT
473999978 25th Month SIDDHANT SANDEEP SOM 13-Sep-23 13-Sep-21 50000 - - PERSISTENT
478691854 25th Month PRABHANAND S RANE 14-Oct-23 14-Oct-21 50000 - - PERSISTENT
478638966 25th Month PRACHI PRABHANAND R 12-Oct-23 12-Oct-21 50000 - - PERSISTENT
482988355 25th Month GOVARDHAN SHAMRAO 9-Nov-22 9-Nov-21 50000 - - NOT_PERSIS
490031672 25th Month SHIJI PRADEEPKUMAR 27-Dec-23 27-Dec-21 50000 - - PERSISTENT
490173266 25th Month VIVEK SURVE 26-Dec-23 26-Dec-21 50000 - - PERSISTENT

Regards,
Prashant
Pandey
Chief
Manager|
PSF|Mumbai
9833020354

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MTH_PERS
ISTENCY_
STATUS_2
5 SM Name
NOT_PERSISPavan Gilbile
NOT_PERSISJitendra Amar Bahadu
NOT_PERSISTushar Patil
NOT_PERSISNikita Kadoo
NOT_PERSISPavan Gilbile
NOT_PERSISTushar Patil
NOT_PERSISJitendra Amar Bahadu
NOT_PERSISKrupa Nikunj Thakkar
NOT_PERSISAjay Chavan
NOT_PERSISPavan Gilbile
NOT_PERSISPrasad Ganesh Sajjan
NOT_PERSISNitesh Yadav
NOT_PERSISPavan Gilbile
NOT_PERSISPrasad Ganesh Sajjan
NOT_PERSISPavan Gilbile
NOT_PERSISRajiv Meghraj Singh
NOT_PERSISPavan Gilbile
NOT_PERSISNikita Kadoo
NOT_PERSISPavan Gilbile
NOT_PERSISPavan Gilbile
NOT_PERSISRajiv Meghraj Singh
NOT_PERSISNikita Kadoo
- Pavan Gilbile
NOT_PERSISBaby Avadhesh Jaiswa
NOT_PERSISNikita Kadoo
NOT_PERSISAshitosh Mane
NOT_PERSISPavan Gilbile
NOT_PERSISAshitosh Mane
NOT_PERSISNikita Kadoo
NOT_PERSISNikita Kadoo
NOT_PERSISPavan Gilbile
NOT_PERSISRajiv Meghraj Singh
NOT_PERSISPavan Gilbile
NOT_PERSISAjay Chavan
NOT_PERSISPrasad Ganesh Sajjan
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISPavan Gilbile
NOT_PERSISRajiv Meghraj Singh
NOT_PERSISJitendra Amar Bahadur Yadav
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISAjay Chavan
NOT_PERSISRajiv Meghraj Singh
NOT_PERSISAshitosh Mane
NOT_PERSISNitesh Yadav
NOT_PERSISRajesh Sharma
NOT_PERSISYogita Ashok Deshmukh
NOT_PERSISPavan Gilbile
NOT_PERSISRajiv Meghraj Singh
NOT_PERSISPavan Gilbile
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISYogita Ashok Deshmukh
NOT_PERSISJitendra Amar Bahadur Yadav
NOT_PERSISJitendra Amar Bahadur Yadav
NOT_PERSISRajiv Meghraj Singh
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISNikita Kadoo
NOT_PERSISPrasad Ganesh Sajjan
NOT_PERSISPrasad Ganesh Sajjan
NOT_PERSISNikita Kadoo
NOT_PERSISPrasad Ganesh Sajjan
NOT_PERSISAshitosh Mane
NOT_PERSISKrupa Nikunj Thakkar
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISNitesh Yadav
NOT_PERSISRajiv Meghraj Singh
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISYogita Ashok Deshmukh
NOT_PERSISPrasad Ganesh Sajjan
NOT_PERSISAshitosh Mane
NOT_PERSISPrasad Ganesh Sajjan
NOT_PERSISJitendra Amar Bahadur Yadav
NOT_PERSISJitendra Amar Bahadur Yadav
NOT_PERSISPavan Gilbile
NOT_PERSISNitesh Yadav
NOT_PERSISNikita Kadoo
NOT_PERSISRajiv Meghraj Singh
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISPavan Gilbile
NOT_PERSISAjay Chavan
NOT_PERSISPooja Sanjay Kharat
NOT_PERSISNikita Kadoo
NOT_PERSISAjay Chavan
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISBaby Avadhesh Jaiswal
NOT_PERSISNikita Kadoo
NOT_PERSISPooja Sanjay Kharat
NOT_PERSISPavan Gilbile
mobile.no
Monday 11.30 call back,she having some issues she want to close 9769442122
reenging 9619454395
phone cut not attend call 9867435484
not attending call 9920848999
switcjh off 9004644851
Monday call back he is out of town 9702023097
reenging not reverting 9324345913
not interested to talk about her policy 9822554622
reenging 9890179433
reenging call back 9769442122
wrong no. 7021294687
renewal checq pay to jayesh sonwane 9518758100
reenging again call back 9867163609
surrender all policy 9822255111
yashraj is out of country his mother said he came in april but try topay 9769853545
satish soni in touch her grand father said an whatever satish soni said 9323113571
reenging 9422311771
all details send to his whatsapp after that he revert 9920848999
not interested to talk about her policy 9833590520
atul mishra client appointment fix for tomorrow 9833646500
bhusan in touch 9322853358
switch of 8108120617
CI policy
he said send details in his whatsapp after that he revert 9820235554
wro updated 9825000524
payal in touch he said send to her 9867354985
cut phone ni cut phone ni
ni tp pay any more80 9869458357
tomorrow apppointment at 12 9867010171
come in mulund branch touch with nandini mam 9987252894
stay in alibagh after march he will come and meet me in abranch 8087661766
not respond call back again 9967166182
reenging 9769853545
she is out of country her family member in my touch and try to pay her renewals 9821219595
nesh Sajjan
dhesh Jaiswal

mar Bahadur Yadav


dhesh Jaiswal

hok Deshmukh

dhesh Jaiswal
hok Deshmukh
mar Bahadur Yadav
mar Bahadur Yadav

dhesh Jaiswal

nesh Sajjan
nesh Sajjan

nesh Sajjan

unj Thakkar
dhesh Jaiswal

dhesh Jaiswal
hok Deshmukh
nesh Sajjan

nesh Sajjan
mar Bahadur Yadav
mar Bahadur Yadav

dhesh Jaiswal
dhesh Jaiswal
dhesh Jaiswal
dhesh Jaiswal
customer name product feedback
darren dilip non term no value
manoj savaji bhai sangara ulip dv bhivandi
anup chand gupta ulip mobile switch off
dinesh k patil non term vasai no value
chintan jayesh seth nonterm \ulip he is mandir again czall back
kantilal ratan ji chawda ulip reenging call back
prashant pandurang dalvi ulip ni want to surrender
bindu vinod kumar majethia invest plus premier dv kalyan not contactable
murugan theivanayagam ulip \12 booking call back in 2 days
basir ahmad habibullah ulip wrong no dv
kishore singh thamsingh purohiulip wrong no dv
piyush girish punjani ulip mail all details after that I talk to u
shriram jadhav safev gain total ni to do another
sheetal dnyaneshwar kashid super cash gain wrong no dv
jalalu sheikh ulip wrong no dv
sanyukta keni ulip reenging call back\ dv
indrapal satnami non term shifted in mp ni
pratiksha sadanand naik pos goal surakh 28-May-20
ni
mayuri sanjay kadam ulip reenging send In whatsapp
rajesh shabhuladaiya ulip wrong no dv
sandhya tripathi trad ni
prashant bhagwan ni he is agent aagent
manali acherkar no NI
value address date of poliy issiued pay
family secure plan palghar
84892 bhivandi 2007\20 years term 2007 to2009
85280 gundavali azad nagar 2008 \20 years term 2008 to 2010
family care first vasai 2011\15 vyears term 2011 regular paid
ulip 165000\trad201111 maneklal state gjhatkop ulip 2021\trad 2014 regular pay
ulip 116444 arthur road 2007\20 years term 2007 to 2011
ulip 12382 mira road east 2008 \20 years term 2008 to2010
trad85806 surrender value kalyan 2010\20 years term regular pay
516666 nalasopara 2008 to 20 years term regular pay
33469 khatumbe kuresh nagar 2007 to20 years term 2007 to 2010
14108 gokhale road 2008 to 20 years term 2008 to2010
500000\493010 wagle estate thane 2007to20 years term 2010 to 25 years term
107000 jui nagar 2001 to25 regular pay
45050 kalyan 2012 to15 regular pay
30063 akurli rd kandiwa 2008 to 20 years term 2008 to2011
36555 raibai manson mumbai 2009 to20 2009 to 2013
65000 nalasopara 2015 to benfit term 63 money b
37500 thane 2020 to 2035 benefit term 15
147185 j s ,marg mumbai 2009 to40 pay 3 years
434486 aaditya park mulund east 2009 to20 regular pay
30030 ghatkopar west 2007 t020 pay only 3 premium
137000 boisor 2015 to 63 money back regular pay
313141 khare gaon kalwa 2007 t020 regular pay
10400 NO NO
mo . No

9867486608
9049667679
9820858123
9594311711
9820914479
9322737624
9223384921
9819100806
9324024357
9833308644
9764050013

9322301643
9820370281
8999924519
8850043315
9867100677
9969013981
9821556676
9823490411
9967464355
policy details date policy status term premium amount- total paid
109637217 27-Sep-08 issued 25 100000 9 years
475393392 28-Sep-21 discountinue 10 700000 2 years
482996058 3-Dec-21 discountinue 10 200000 2 years
current value now value
469057 469057
discountinue
discountinue
policy no. mobile no. feedback address
106102753 9819377761 reenging dombivali east
108488424 9223307889 no value shivai nagar thane
145749145 9702214642 no value kalwa shivaji
72873948 9969430279 call back tomorrow
192509741 9323740795 trad no value ni kalyan thane
358048641 7021038784 trad no value ni kalyan east
113399725 9969959419 not contactable pedse nagar dombivali
product date of comencement\date of maturity fund value
fortune plus size one 2008 pay till 3\2028 120000
new family gain 2008 pay till 3\2028 20173
new unitgain 2010 pay till 3\2030 15382
capital unit gain 2007 pay regular\2027 302000
childgain 21plus 2010 pay regular maturity 2028 92000
pos goal suraksha 2019 pay regular \2029 15000
new unit gain 2008pat till 3\2028 39398
name
hridyanath sudam bhoir
medha HEMAnt vaidya
swati chandrakant satam01
prem kumar sharma
giridhari bhajan lal punjabi
pratiksha prashant sawant
eknath chaskar
customer name
gurpreet kaur
suhash more
shobha rajendra
prem sharma
josh bendict
rajesh ibrahmkar
feedback
call back after durga puja
some one touch with client but try to convence
busy call back tomorrow
again he said out of city come in two days
call back
take some time
customer name feedback
dadasaheb anand mote come after dushera in dombivali branch
rajaesh kumar he is out of city call back in next week
prem sharma her wife said he is bussy call back this Sunday
dayasagar madhukar appointment for Saturday he said call and come
sanjay nana bhau kawad existing customer followup for new
vinod gopal das punjabi follow up
customer name
pravina babu lal jain
pramod yadav
sudhir baburao ppatil
sadanand maurya

aashish pathak
naveen ameshar
hetal himanshu shah
feedback
her husband no.,but his mobile attend his worker he said when babu lal ji come then he call back to u
he said I also meet with rm her name is also yadav so please I talk to her with my policy
he said I meet in ulhas nagar branch manager and rm he explained me well and given fresh cheq and again do one ft
he is very irritating he said I don’t want to talk about his policy I convence he said send my details after that I talk to u
he want to surrender his policy or till maturity .
no value zero
mobile no
customer name address mobile no policy year
rachana sachin brahma 10 khet wadi lane mumbai 9920591716 2008\2019
shrirang tambe navpada thane 9819752585 2007
manoj dani mulund east 9920565057 2007\2019\2019
mangesh mokashi kalyan west 9869207060 2007
suresh atma ram rathore navi mumbai kalmothe 98108994497 2007\2018
returns total fund value cmpany bench mark
7%\16% 84138\230000 14.28 % fund\company bench 10.81%
69261
guranteed fund pos goal suraksha 30835
23% 397000
16%\7% 105371\1195301
maturity year reenging
2028\2029

2027
20
CUSTOMER NAME POLICY NO MOBILE NO POLICY ISSUE DATE
vinod tiwari 445231454 9594045183 2021
sharda sharma 122279366 9322197673 2009
sandesh mishra 349129565 9930915194 2018
praveena babu lal jain 160238125 9665555566 2010
gulpreet kaur anand 111855733 9773143368 2008
alex domnic\anita domnic 354376300 9321959109 2018
jitendra bagul 417148314 9359454516 2020
mithil mody 27787585 9819731328 2006
ganesh prabhakar mhatre 356945247 9921012144 2019
sanjay kapri 363218345 9326167206 2019
sangeeta amit shah o364355284 9821051159 2019
MATURITY FEED BACK ADDRESS
2030 appointment fix for tomorrow dombivalai station\stay in titwal
25 years term not interested to talk vasai west
10 ni to talk mulund thane
20 ni to change or convert kurar village
20 he is very bussy when he free call back kurlawest\panvel
10 cut call navi mumbai
5 follow up for fresh out of
42 ni andheri east
20 bhushan sir call back thane
15 ni navi mumbai
25 all ready mail sent but ni worli
fundvalue
283000
205000
1232000
372000
650000
631000
370000

504900
2224519
1900000
name address mo no. fund details
prashobh p goregavn east 9037847654 376000
sneha shenoy santacruz
feedback date of commence date of maturity product name
call back 2018 2035 future gain size 1
CUSTOMER NAME PREMIUM AMOUNT TOTAL PAID MATURITY DATE
sunil parmarthi 75000 single prmium 2027
FUND VALUE RETURNS FUND NAME REMARK I REMARK 2 REMARK3
320058 25% aceletor mid cap[
CUSTOMER NAME PAID AMOUNT ISSUED DATE MATURITY DATE
SUHAS PARSURAM MORE 180000 2018 DEC 2028
FUND VALUE % REMARK REMARK 2 REMARK 3
338398 14
CUSTOMER NAME PREMIUM AMOUNT TOTAL PAID
ANANDSHREE MANJERKAR 25000 125000
MATURITY DATE FUND VALUE RETURNS FUND NAME
2030 230000 23.8 BON FUND
PRURE STOCK
lead id customer name mobile no.
46156243 abhay damodar pndse 9869400988
46030548 parasmal khivansara 9082289815
46030277 rohan rohit kamath 9167174423
46027621 manan mangesh parulekar 9833058412
45981018 bharat jagdish singh 9892815122
45183228 arun kukreja 9967038548
45182620 vinod sham rao 9819013845
46162365 sanjay anant joshi 9820155549
customername mobile no
sindu sunil 9544757177
rajesh tripathi 9372683292
prashant patil 9819440117
anandshri prashant manjeraker 8928216233
mr panchaksharaiah pm 9769471112

hegde jaya suryanna 9820981820


rakesh pal 9699897459
purva dattaprasd 9969473291
manish ajit patankar 9324074330
manish arvind behere 9819386089
prashant v hindelkar 9773240024
pravin subbya anchan 9821270020
mr divaspati 9819469405
shashi omprakash 9323995164
feedback
she said I will let u know when to meet
he said he is in banglore come jan 20 after that u can call me
he said I am touch with agent ,wright now agent is terminated please talk to hi8m
met him that time he is ready for new but ,right now he said I call u back ,not respond proper
call backl in evening time,his no . Share to bhushan sir also but not respond please u c onnect with him in evening 5 to 6 pm
his fund value is 18000000
talk to him he is ready to meet in dombivali branch
he is bussy in marriage ceremony he said call back after 2 jan
she said her husband leave in out of india ,I talk to him after I can revert
call back again massage in whatsapp no revert
he said went to panvel branch and talk to in marathi language and cut call
he said I talk to u letter , and cut calls
he saID yesteday call back to in 4 clock today
he said call back in afternoon but again not picup call
appoint ment for next week

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