Relationship Manager - Banca :

Position : Banca FLS

Department : Bancassurance Direct Channel

Reporting to : Territory Manager

Location : Bangalore

Sub Department : Bancassurance- Sales

Context & Role :

- Provide support in service and sales of Life Insurance business through walk-in customers and leads from internal team to convert them.

Key Responsibilities :

- Timely attend to the service appointments given

- Update status of appointments accurately and timely in system

- Work with customer in 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

Relationships :

Internal Business Relationship : Training, HR, Key stakeholders, MIS & Operations

External Business Relationship : Channel Partner - BM's of assigned branches & SPs

Required qualifications, experience and Eligibility :

- Graduation/Post Graduation Degree/Professional Degree

Preferred Experience : Minimum 1 Year Insurance Sector or in Life Insurance.

Age : Max within 33 yrs.

Salary : up to 4 LPA

- Should be fluent in Kannada

- Must have 2-wheeler

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

PNB Metlife :

Behaviours to Key Decisions :

- Well groomed, confident, should have good communication skills and should be able to speak one regional language compulsorily (applicable for operating regions)

- Should have good public speaking and facilitation skills - able to address and motivate the bank staff

- Should be well versed with the local language and the mapped area

- Should be aggressive to meet the targets effectively

- Should not succumb to pressure and able to source business independently

- Should be mobile and willing to travel and lead the team across the branches

- Should be high on integrity

- Should have customer orientation

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