• Relationship Manager

Industry Banking / Financial Services / Broking
Location Karnataka,Maharashtra Bengaluru, Mumbai,Mumbai suburban
Open

Job Description
About Us
.
Roles and Responsibility

 

JOB DESCRIPTION

 

BASIC INFORMATION ON THE ROLE

Position:

Relationship Manager

Location:

 

Department:

Bancassurance Channel

Sub

Department:

PNB Vertical

Reporting to:

Territory Manager / Circle Manager

CTC range

2 Lacs to 3.50 Lacs

 

PURPOSE OF THE ROLE

Provide support inSales of Life Insurancebusinesstobank customersat bankbranchesacross assignedlocations

KEY RESPONSIBILITIES & ACCOUNTABILITIES OF THE ROLE

      Establishing & strengthening relationship with Bank branch manager & staffs to gain leads

      Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis

      Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross sell within the branch’s customer base.

      Creating awareness and motivate bank employees to recommend life insurance products to bank customers

      Delivering consistently on Goal Sheet parameters

      Ensure compliance to internal sales process & other defined sales & service standards

PERFORMANCE GOALS & INDICATORS FOR THE ROLE

      New Business

      Number of Policies

      Renewal Premium (Persistency)

(above are the key parameters only, new indicators may be added time to time)

KNOWLEDGE & SKILLS

Educational Qualification : Graduation/ Post Graduation

Experience : 2 - 5 years

Knowledge Required:Knowledge about Life Insurance industry, preferably in bancassurance sales in Public Sector

Bank

Behavioral Competencies: Customer Centricity, Result Orientation, Relationship Management, Sales Capability &

Problem Solving, Planning & Organizing

Skills Required : Effective Communication, Influencing & Negotiation skills

OTHER KEY REQUIREMENTS FOR THIS ROLE

  • Age within 35 years
  • Candidate should know the local language apart from basic proficiency in English
  • Should be open to travel within the city & outstation
  • Should be able to source business independently
  • Candidates having own conveyance will be preferred

To know about PNB MetLife India Life Insurance, visit the company website, 'https://www.pnbmetlife.com/' You may also visit our social media platforms :

LinkedIn : https://www.linkedin.com/company/pnb-metlife-india-insurance-co-ltd Facebook : https://www.facebook.com/PNBMetLife

Twitter : https://twitter.com/PNBMetlife1

YouTube : https://www.youtube.com/user/pnbmetlife?reload=9

Equal Employment Opportunity:

PNB MetLife India Insurance Co. Ltd. is committed to the principle of equal employment opportunity for all employees and applicants. All employment decisions at PNB MetLife are based on business needs, job requirements and individual qualifications, withoutregardtorace, color, religion orbelief, national, social orethnicorigin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, genderidentity and/or expression, marital, civil union or domestic partnership status, family or parental status, or any other status protected

by the laws or regulations. PNB MetLife will not tolerate discrimination orharassment based on any of these characteristics

 

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