Dashboard
Associate
Add Associate
Associate's List
Client
Add Clients
Clients List
Lead
Add Lead
Lead List
Products
Loan
Add Loan
Loan List
Insurance
Add Insurance
Life Insurance
Health Insurance
Vehicle Insurance
Commercial Insurance
Investment
Add Investment
Mutual Fund
Stock Broking
Fixed Deposits
Bonds
PMS
GET PREMIUM ONLINE
Knowledge Center
Loan
Insurance
Investments
Download
Total Clients :
3187
All Notifications
2
New Notification
23 hrs ago
Details of the Notification
New Details
Just Now
1200 new details
Hello
Edit Profile
Modify your personal details.
Log out
Client List
Excel
Add Client
Import File
×
Upload File to Import
Please
click here
for download Sample CSV file.
×
View Data
Sr No
Client Name
Contact
Email
Client Code
Channel
Branch Name
Pan No
Status
Action
1
Inactive
View
