Megha Dubey
Business Development Manager @Planner9 Insurance Marketing Pvt. Ltd.
Signup · Get unlimited contacts
WORK HISTORY
Business Development Manager @Planner9 Insurance Marketing Pvt. Ltd.
Pune, IN
Business Development Manager – Direct ChannelPlanner9 Insurance Marketing Pvt. Ltd.Driving direct customer acquisition and relationship management across retail financial servicesProviding end-to-end advisory on Life Insurance, Health Insurance, Motor Insurance, Home Insurance, Mutual Funds, and other general insurance productsUnderstanding client financial goals and designing customized protection and investment solutionsManaging the complete sales cycle from prospecting to policy issuance and post-sales serviceBuilding long-term customer relationships through trust-based financial guidanceEnsuring customer retention, cross-selling, and consistent service excellenceContributing to business growth through direct sales performance and client engagement
EDUCATION
SaiBalaji Group of Institutes (IIMS | SBIIMS | IIMHRD)
Master of Business Administration - MBA, Finance
Savitribai Phule Pune University (SPPU)
Bachelor of Commerce - BCom, Finance
ABOUT MEGHA DUBEY
I am a Business Development Manager at Planner9 IMF insurance Pvt. Ltd.Working in the Direct Channel and specializing in end-to-end financial solutions for individuals and families.My role involves understanding customer needs and providing customized advisory across a wide range of products including Life Insurance, Health Insurance, Motor Insurance, Home Insurance, Mutual Funds, and other general insurance solutions. I focus on helping clients make informed financial decisions that ensure long-term protection, wealth creation, and financial stability.I am passionate about building meaningful relationships and delivering value through trust, transparency, and consistent service. My goal is not just selling products, but becoming a reliable financial partner for my clients throughout their life journey.I strongly believe that the right financial planning can transform lives, and I strive every day to contribute towards a financially secure and well-protected society.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.