Relationship Manager-Banca

Job Title : Relationship Manager-Banca PNB

Location : Ahmedabad / Gandhinagar / Vadodara

Experience : 1-3 years

Skills : Knowledge of insurance sales; Excellent Interpersonal Skills; Basic knowledge on Computer Operations.

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

Key Responsibilities:

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

Product Mix

Ensure healthy 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

Preferred Experience: 0-4 years

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

Behavioursto 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 speakingand 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

Team management skills