Banca PNB FLS
ConfidentialDewas8 days ago
Job descriptionRelationships : Internal Business Relationship : Training, HR, Key stake holders, MIS & Operations External Business Relationship : Channel Partner - BM's of assigned branches & SPs 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
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
Required qualifications and experience :
Skills Required
Team Managment, Customer Oriented, Good Communcation
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Banca • Dewas
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