Dishi Pagariya

Growth-driven and detail-oriented finance and insurance professional with an MBA in Financial Administration and a CA Foundation qualification. Over 2.5 years of experience in insurance operations, underwriting support, banking operations, and compliance management. Highly motivated to contribute strategic financial insights and operational excellence to a growth-oriented organization.

Assistant Manager – Operations & Insurance at Insurezy IMF LLP (2023-10 – Present)

• Manage end-to-end client servicing including documentation, policy issuance, renewals, and claims follow-ups.
• Conduct comparative premium analysis across multiple insurance providers to recommend optimal policy structures.
• Handle underwriting coordination for Health, Motor, Personal Accident, and Travel Insurance products.
• Assist in claim settlement processes by coordinating with insurers and clients to ensure smooth resolution.
• Maintain detailed policy records, compliance documents, and operational databases.
• Improve workflow efficiency by streamlining documentation and follow-up systems.

Banking Intern – Operations & Compliance at AU Small Finance Bank (2023-06 – 2023-07)

• Assisted in daily branch banking operations including account handling and transaction verification.
• Supported compliance documentation and KYC verification processes.
• Maintained financial records and customer data with high accuracy.
• Gained exposure to retail banking products, loan processing, and customer service protocols.

MBA in Financial Administration – Mahakal Institute of Management, Ujjain (2024-06)

Post Graduate Diploma in Computer Applications in Computer Applications – Makhanlal Chaturvedi National University, Bhopal (2025-01)

Bachelor of Commerce in Commerce – Advance College of Science & Commerce, Ujjain (2022-04)

CA Foundation in Chartered Accountancy – The Institute of Chartered Accountants of India (2019-11)

Higher Secondary in Commerce with IP – St. Paul's Convent Sr. Sec. School, Ujjain (2019-05)

Secondary – St. Paul's Convent Sr. Sec. School, Ujjain (2017-06)