Position : Asst Relationship Manager Location: Any

Department : Bancassurance Sub Department: Bancassurance- Sales

Reporting to : Territory Manager/ Circle Manager Grade: 9S

Context & Role : Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

Key Responsibilities :

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 customers Measures of Performance:

- Weighted Adjusted New Business Premium

- Persistency

Relationships :

Internal Business Relationship: Training, HR, Key stake holders, MIS & Operations External Business Relationship: Channel Partner - BM's of assigned branches & SPs

Required qualifications and experience :

Graduation/ Post Graduation Degree/Professional Degree

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

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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