Relationship Manager - Srinagar - Pnb Metlife India Insurance Company Limited

    Pnb Metlife India Insurance Company Limited
    Pnb Metlife India Insurance Company Limited Srinagar

    8 hours ago

    Full time
    Description
    • We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction.
    • Roles and Responsibilities
    • Timely attend to all service appointments and ensure high-quality business is sourced consistently.
    • Maintain persistency rates as per business targets.
    • Accurately and timely update the status of all appointments and activities within the system.
    • Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager.
    • Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities.
    • Consistently deliver on all parameters outlined in the individual Goal Sheet.
    • Adhere strictly to all company policies and procedures, providing needs-based selling support to customers.
    • Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager.
    • Ensure a high level of persistency and provide outstanding customer service to all clients.
    • Mandatory Qualifications
    • Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry.
    • Demonstrated ability to source quality business and maintain persistency.
    • Strong communication and interpersonal skills, with a focus on building rapport and trust with clients.
    • Excellent organizational skills and attention to detail for accurate system updates and reporting.
    • Ability to work effectively as an individual contributor and a team player.
    • Goal-oriented with a track record of consistently meeting or exceeding targets.
    • High level of integrity and adherence to company policies.
    • Preferred Qualifications
    • Experience in the insurance sector, particularly with life insurance products.
    • Bachelor's degree in Business, Finance, or a related field.
    • Experience supporting sales teams and performing needs analysis.
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