Key Responsibilities: HNI customer engagement Customer database awareness to develop tailored solutions; personalised relationship management Lead Generation & Application Logging Generate leads and logging prospective customer applications. Driving Business Through SPs Motivate and guide bank SPs to source quality business and ensure timely logging of applications through the operations team. Database Utilization & Documentation Control Utilize the branch’s customer database effectively and ensure all documentation submitted is complete, accurate, and compliant. Relationship Management & Target Achievement Build and maintain strong relationships with business partners, ensuring targets are achieved consistently.
Policy Adherence & Need-Based Selling Ensure compliance with all PNB MetLife policies and support SPs in conducting ethical, need-based sales. Customer Awareness Ensure that customers are clearly informed about product features and advantages at the time of sale Daily Reporting & Team Coordination Act as a team player and report the daily count of logged applications to the reporting manager without fail. Persistency & Customer Service Maintain a high level of policy persistence and ensure superior customer service for all customers onboarded.