PNB Metlife - Senior Relationship Manager
PNB Metlife India Insurance Company Ltd.Haryana, India30+ days ago
Job descriptionSpearhead the end-to-end sales process, including prospecting, need analysis, proposal presentation, and closure of insurance policies, specializing in cross-selling and upselling to the bank's existing customer base. Maintain a deep, technical understanding of PNB MetLifes comprehensive product portfolio (e.g., ULIPs, traditional savings, term plans, pensions) and effectively articulate complex features, benefits, and tax implications to clients and bank staff. Develop and execute detailed business plans to consistently meet and exceed monthly, quarterly, and annual sales and persistency targets (e.g., New Business Premium (NBP), Renewal Premium, Policy Count). Conduct regular, high-impact client meetings (both individually and jointly with bank staff) to build rapport, conduct financial reviews, and ensure high levels of customer satisfaction and loyalty, minimizing policy lapses. Ensure 100% adherence to all IRDAI regulations, organizational policies, and the banks internal processes. Accurately report sales activities, pipeline status, and market intelligence using MS Office applications and relevant CRM tools. Conduct informal product training and coaching sessions for bank staff to enhance their insurance knowledge and motivation, ensuring they effectively refer quality leads and understand the referral process protocols. Demonstrated experience in Client Relationship Management and fostering robust, long-term connections, ideally within a Bancassurance or financial services environment. Proven track record in Sales, Target Achievement, and successfully implementing cross-selling / upselling strategies for financial or insurance products. Exceptional Communication, Presentation, and Negotiation skills, with the ability to articulate technical financial concepts clearly to diverse audiences. Excellent Time Management, Organizational skills, and proficiency in managing a large sales pipeline and client portfolio simultaneously while meeting strict deadlines. A Bachelors or Master's degree in Business Administration, Finance, Marketing, Economics, or a closely related field. Prior experience (2+ years) specifically within the insurance or financial services industry is strongly preferred. Proficiency in operating MS Office Suite (Word, Excel, PowerPoint) and experience with industry-standard Customer Relationship Management (CRM) tools is required.
Senior Relationship Manager
PNB MetLife India Insurance Co. Ltd. (PNB MetLife) is a leading life insurance provider in India, combining the financial expertise of MetLife, Inc. and the credibility of Punjab National Bank, one of the nations oldest banks. Established in 2001, the company operates in over 140 locations while serving customers across 16,500 locations through bank partnerships and an agency network of over 10,000 financial advisors. PNB MetLife offers a comprehensive range of protection, retirement, and employee benefit products tailored to diverse customer needs. Consistently profitable, the company is recognized for its strong and trusted presence in the insurance sector.
Role Overview
The Senior Relationship Manager is a pivotal, on-site role based in Karnal, responsible for driving Banca channel business growth and managing the complex relationship matrix between PNB MetLife, its bank partners (specifically Punjab National Bank), and high-value retail clients.
This position requires a high degree of financial acumen, advanced sales strategy execution, and exceptional relationship lifecycle management skills to achieve aggressive sales targets across protection, retirement, and employee benefit insurance products.
The incumbent will act as the primary interface, ensuring strategic alignment between the insurer and the bank to maximize premium income and market penetration while strictly adhering to regulatory compliance and ethical sales practices.
Key Responsibilities and Deliverables
Strategic Channel Management :
- Establish, deepen, and manage productive relationships with key stakeholders and decision-makers within the assigned bank partner branches (PNB) to drive the insurance business and achieve premium targets.
Business Development & Sales Execution :
Financial Product Expertise :
Target and Performance Achievement :
Relationship and Client Servicing :
Compliance and Reporting :
Training and Mentorship :
Required Qualifications
(ref : iimjobs.com)
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Relationship Manager • Haryana, India
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