Business Intelligence [2]

Business Intelligence [2]

Bi Id

2

NB Source

Postal Scheme Maturity

Tenttive Dt

7/28/2025

Tentative Amount

150000

Lead Source

Agent

Assigend to agent?

Yes

Agent Code

2370

Agent Name

GUNVANT MESARIYA

Client Name

KIRANBHAI

Client Mob

9512070696

Client Whatsapp

Client Email

Address

City

MODASA

Pin

Tentative Clinet Engagement Dt

7/28/2025

Recycle Done

Under Process

Recycled Amount

Pol No

Investment Type

Mix Mode

Inv Under Agency cdoe

Investment Dt

Notes

Client want to take SIP and Jeevan Anand Policy be