Banca PNB FLS

Job Title: Relationship Manager – Bancassurance

Key Accountabilities

• Assist /help SP to generate leads and log in prospective applications
• Driving and motivating the bank SP, logging in applications sourced, through operations
• department
• Tapping the right database of the branch and ensure authentic documentation
• Build relationship with the business partners
• and ensure self and SP targets are met effectively
• Adhering to PNB MetLife policies and providing need based selling support.
• Ensuring that customers are well informed of the product features sold through SP's/ Bank
• Acting as a team player and reporting the number of applications logged in for the business everyday to the reporting manager without fail
• Ensure high level of Persistency & Customer Service to the customer

Measures of Performance

• Relationships: Internal Business Relationship: Training, HR, Key stake holders, MIS & Operations External Business Relationship: Channel Partner - BM's of assigned branches & SPs

Required qualifications and experience :

• Graduation/ Post Graduation Degree/Professional Degree
• Preferred Experience: 0-4 years
• Knowledge and skills desired :
• Technical/ Functional Essential: Knowledge of insurance sales; Excellent Interpersonal Skills; Basic knowledge on
• Computer Operations
• Desirable: Knowledge about the insurance industry; Should be high on initiative; Well groomed and confident