Senior Financial Planner PLANTRICH CONSULTANCY LLP

3.0 - 7.0 years

0 - 0 Lacs

maharashtra

On-site

As an Insurance Specialist at PLANTRICH CONSULTANCY LLP in Mumbai, you will play a crucial role in helping clients achieve their financial goals by providing tailored insurance solutions. With a focus on field sales experience in the insurance sector, you will be responsible for building strong client relationships and ensuring client satisfaction. Your primary responsibilities will include collaborating with clients to understand their insurance needs, recommending suitable Health Insurance and Life Insurance policies, and acquiring new clients within the Health and Life Insurance domains. You will also be expected to cross-sell various insurance policies, manage the complete policy lifecyc...

Posted 1 month ago

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