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 opportunity pipeline and drive prospect 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