Job Title: Relationship Manager – Bancassurance

Key Accountabilities

- Assist /help SP to generate leads and log in prospective applications
- Driving and engaging 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

📌 Banca PNB FLS (Neemuch)
🏢 Pnb Metlife India Insurance Company
📍 Neemuch