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Banca PNB FLS

Banca PNB FLS

ConfidentialNeemuch
11 days ago
Job description

Job Title : Relationship Manager – Bancassurance

Key Accountabilities

  • Assist / help SP to generate leads and log in prospective applications
  • Driving and motivating 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

    • Skills Required

    Team Managment, Customer Oriented, Good Communcation

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