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.
Assist /help SP to generate leads and log in prospective applications
Tapping the right database of the branch and ensure authentic documentation.
Build a relationship with the business partners and ensure the team targets are met effectively.
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 every day to the reporting manager without fail.

Measures of Performance:

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

Relationship:

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: Vadodara

Experience (Years): 2-5 Years

Relationship Manager – Vadodara

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