Key Responsibilities:

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.

📌 Pnb - Fls (Agra)
🏢 PNB Metlife
📍 Agra