Namaskar. Archana brings an incredible 18 years of dedicated service to Nalawade Insurance Consultancy. Her journey began in the vibrant surroundings of Saraswati School on Bajirao Road, Pune, followed by higher education at the prestigious SNDT and Bharati Vidyapeeth universities.

Coming from a humble family background, Archana has gracefully balanced her vital household responsibilities while serving as a foundational pillar of our corporate operations.

As our Senior Back Office Executive, Archana manages daily administrative tasks, critical document workflows, and essential customer service frameworks.

Over her nearly two decades of experience, she has developed an authoritative, deep professional understanding of wealth management systems, specializing heavily in processing critical client operations, including:

  • Transaction Support: Flawlessly executing the buying, redeeming, and switching of mutual fund units (SIP, SWP, STP, and Lumpsum).
  • Record Keeping: Rigorously maintaining investor folios, personal details, and comprehensive transaction histories.
  • Customer Support: Resolving client queries, addressing grievances, and compiling detailed account statements.
  • Digital Platforms Management: Navigating and managing modern online investment portals and applications for seamless client access.

Archana’s goal is to continue carving her unique professional identity while accelerating our consultancy’s growth through her massive repository of operational knowledge

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