07 Aug
|
PNB Metlife
|
Kankurgachi
07 Aug
PNB Metlife
Kankurgachi
is responsible for managing and growing a portfolio of life insurance clients. The role involves understanding customers’ financial protection needs, providing suitable life insurance solutions, maintaining long-term client relationships, and ensuring customer satisfaction while achieving business targets.
Key Responsibilities
Manage and maintain a portfolio of existing and prospective life insurance customers.
Analyze clients’ financial goals and insurance requirements.
Recommend appropriate life insurance and protection plans.
Conduct regular reviews of clients’ insurance portfolios and suggest updates when required.
Generate recent business through referrals, networking, and lead generation activities.
Build solid relationships with customers to ensure retention and policy renewals.
Assist clients with policy servicing, documentation, claims guidance, and other support.
Achieve assigned sales and premium collection targets.
Maintain accurate customer records and prepare periodic reports.
Stay updated on insurance products, industry developments, and regulatory requirements.
Pay: ₹15,000.00 - ₹38,000.00 per month
Advantages:
Provident Fund
Work from home
Work Location: Hybrid remote in Kankurgachi, Kolkata, West Bengal
📌 Sales Consultant Kankurgachi
🏢 PNB Metlife
📍 Kankurgachi