Planbee Investments

2 Job openings at Planbee Investments
Insurance Agent/Advisor sus, pune 0 - 31 years INR 3.0 - 15.0 Lacs P.A. On-site Part Time

We are looking for self driven, dynamic professionals. Candidate will be a part of business development team & portfolio analysis process. Candidate will handle all client communications & get more business by developing client relationship. Candidate will acquire new clients and develop business through various marketing & digital platforms. Other responsibility of the candidate will be developing business strategies & pitches, client service & retention plans, analyze sales data, prepare presentations, make quarterly reviews of client’s portfolios, flied visits at client premises.

Insurance Agent/Advisor sus, pune 0 - 31 years INR 3.0 - 15.0 Lacs P.A. On-site Part Time

We are looking for self driven, dynamic professionals. Candidate will be a part of business development team & portfolio analysis process. Candidate will handle all client communications & get more business by developing client relationship. Candidate will acquire new clients and develop business through various marketing & digital platforms. Other responsibility of the candidate will be developing business strategies & pitches, client service & retention plans, analyze sales data, prepare presentations, make quarterly reviews of client’s portfolios, flied visits at client premises.