Job Description

Key Responsibilities:

Opportunity Identification & Development ? Identify and prioritize corporate accounts sourced through PNB's LCB/ELCB branches. ? Develop a structured prospecting framework for Employee Benefits business opportunities. ? Assess business potential across GTLI, Group Gratuity, Superannuation, and Annuity products. ? Maintain a robust chance pipeline and drive opportunity conversion. Relationship Management ? Manage relationships with PNB Zonal Offices, LCB/ELCB Branch Heads, Relationship Managers, and Corporate Banking teams. ? Establish and strengthen relationships with key corporate stakeholders, including: • HR Heads • CFOs • CHROs • Compensation & Benefits Teams • Treasury Teams ? Act as the single point of contact for Employee Benefits opportunities arising from the LCB/ELCB ecosystem. Business Acquisition ? Drive qualification, propositioning, and closure of Employee Benefits opportunities. ? Facilitate client meetings, presentations, and solution discussions. ? Coordinate with internal stakeholders for pricing, underwriting, product support, operations, and implementation. ? Achieve business targets across:



• Group Term Life Insurance • Group Gratuity • Superannuation • Annuity Solutions Pipeline & Governance Management ? Track account-level engagement and opportunity status. ? Maintain detailed MIS and business pipeline reports. ? Prepare periodic business reviews and management updates. ? Ensure adherence to defined timelines and governance mechanisms for opportunity conversion. Process & Compliance ? Ensure compliance with company policies and regulatory guidelines. ? Adhere to all internal sales and operational processes. ? Support policy issuance, servicing, and renewal management. ? Identify opportunities for cross-sell and wallet share enhancement. ________________________________________ Measures of Performance ? Number of key stakeholder meetings conducted. ? Employee Benefits opportunity pipeline created. ? Revenue generated from GTLI, Superannuation, Annuity, and Group Gratuity business. ? Conversion ratio of identified opportunities. ? Quality of relationships established with PNB stakeholders and corporate clients. ? Achievement of assigned business targets. ? Timely closure of opportunities and submission of management reports.

📌 BANC - Regional Manager - Credit Life (Gurugram)
🏢 PNB Metlife
📍 Gurugram