Shree is an experienced general insurance broker, familiar with sales and claims processes, and has the training required to keep product knowledge up to date as well as to meet compliance requirements.
Shree brings to Wealthpoint General nearly 15 years of insurance experience in the New Zealand insurance market and holds a New Zealand Certificate in Financial Services (Level 5) qualification, specialising in General Insurance.
At Wealthpoint General Insurance, Shree played a key role in setting up the processes, documentation, and accreditation framework for the new business. She has also arranged product and portal training from various general insurers and assists with the processing of new business.
Originally from Mumbai, Shree has been a Kiwi for the last 17 years and has travelled most of the country, truly loves its natural beauty and friendly people. In her spare time, she enjoys organising charity and social events to give back to the community. She also enjoys spending time on the cricket fields watching her son play competitive cricket.