Key Accountabilities

  • Timely attend to the service appointments given.
  • Update status of appointments accurately and timely in the system.
  • Work with the customer in the long term as their relationship manager.
  • Support SP in performing need analysis and conversion of sales.
  • Delivering consistently on Goal Sheet parameters.
  • Adhering to PNB MetLife policies and providing need-based selling support.
  • Acting as a team player and reporting the number of applications logged in for the business every day to the reporting manager without fail.
  • Ensure high level of Persistency & Customer Service to the customers.​

Measures of Performance:

  • Weighted Adjusted New Business Premium.
  • NOP.
  • Timely updating the appointments and QNA in the system.
  • Timely login of proposals and follow up for issuance.
  • Ensure healthy persistency.

Job Summary: Provide support in service and sales of Life Insurance business through leads provided by call center and convert them.


  • Internal Business Relationship: Training, HR, Key stakeholders, MIS & Operations.
  • External Business Relationship: Channel Partner   –  BM’s of assigned branches & SPs.

Required Qualification & Experience:

  • Graduation/ Post Graduation Degree/Professional Degree.
  • Preferred Experience: 2-5 years.
  • Fresher with good communication and insurance industry knowledge is also preferred.

Knowledge & Skills Required:

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 Location: Gurgaon
Experience (Years): 2-5 Years

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