Scribd
Upload
8 views2 pages

Neetha Need Analysis

The email correspondence discusses a client's insurance needs, specifically focusing on regular income as a financial goal. The agent, Akhin Sanju, requests confirmation of the client's details and requirements to proceed with recommending insurance products. The email also includes a disclaimer about confidentiality and potential computer viruses.

Uploaded by

Akhin Sanju
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
8 views2 pages

Neetha Need Analysis

The email correspondence discusses a client's insurance needs, specifically focusing on regular income as a financial goal. The agent, Akhin Sanju, requests confirmation of the client's details and requirements to proceed with recommending insurance products. The email also includes a disclaimer about confidentiality and potential computer viruses.

Uploaded by

Akhin Sanju
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

Outlook

Fw: Need Analysis policy number 185360708


From akhin ssanju@axismaslifecom <akhinssanju@axsmaxlite com>
Date Mon 10/27/2025 11.19 AM
To Vidyamol V <VidyamolV@axisbank com>

CAUTION:External Email - VALIDATE SENDER before


CLICKING on Links/Attachments.
Please print
Sent from Qutlook forAndroid

From: Neetha Muhammed Musthafa<[email protected]>


Sent: Monday, October 27, 2025 11:17:39 am
To: AkhinS Sanju (Cochin - Axis) <[email protected]>
Subject Re: Need Analysis policy number 185360708

Caution: Ext. Email hyperlink/attachment


Iconfirm the same

On Mon, 27 Oct 2025, 11:15 am, <akhin [email protected]> wrote:


Dear Ma'am,
Life
This has reference to our meeting for solicitation of insurance products of Max
Insurance Co. Ltd. ("Max Life"), during your visit to India.

You will recollect that during our meeting, we had identified regular income as your
requirement and basis our discussion, I am listing below the aspects informed to me
pertaining to your income and your requirements:
1) Financial goal or investment objective (select one): Regular income
2) Gross annual income: Rs. 35,00,000
3) Current age: 37 years
4) Life stage (select one): Married withNochildren
5) Existing life insurance cover held:
of the
Irequest you to confin the above requirements as a token of acknowledgement
discussions we had, so thatI may share the details of the recommended insurance
products, along with necessary details required including premium payment formalities.
By acknowledglng this mal, you are agreeing to be contacted by us for sharing the
details of Max Life insurance products and for informing the formalities required.
Please feel free to call me or write to me, If you need any clarification.
Assuring you of our best services.

Agent/ SPI Seller Name: Sroeja Surendran


Agent SPI Seller Code: SPO069371146
Agent/ SPI Seller Contact details : [email protected]
In case you donot wish to receive an email from us, please let us know in your reply.
Sent from Qutlook forAndroid
Max LBe Insurance is now Axis Max Lite Insurance
#DoubleBharosa for our Customers, Sellers, Partners, Employees &Community.
Disclaimer: This email contains confidential information intended solely for the recipient, and
if received by mistake, it should not be distributed or copied: please notify the sender and
delete all copies.
WARNING: Computer viruses can be transmitted via email. You are advised to check for
viruses in the email and attachments, with the company disclaiming liability for any resulting
damage.

You might also like