Relationship Manager | Bancassurance

Role & 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 SPs/ 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

Preferred candidate profile

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