Bancassurance Officer
Key Responsibilities:
Key Accountabilities
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 everyday to the reporting manager
without fail
Ensure high level of Persistency Customer
Service to the customers
Required qualifications and experience :
Graduation/ Post Graduation Degree/Professional Degree
Preferred Experience: 2-5 years
Fresher with good communication and insurance industry knowledge is also preferred.
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
Job Type: Full-time
Salary: ₹25,000.00 - ₹32,000.00 per month
Schedule:
Day shift
Ability to commute/relocate:
Vijayawada, Andhra Pradesh: Reliably commute or planning to relocate before starting work (Required)
Experience:
Bancassurance: 2 years (Preferred)
Speak with the employer
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Key Accountabilities
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 everyday to the reporting manager
without fail
Ensure high level of Persistency Customer
Service to the customers
Required qualifications and experience :
Graduation/ Post Graduation Degree/Professional Degree
Preferred Experience: 2-5 years
Fresher with good communication and insurance industry knowledge is also preferred.
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
Job Type: Full-time
Salary: ₹25,000.00 - ₹32,000.00 per month
Schedule:
Day shift
Ability to commute/relocate:
Vijayawada, Andhra Pradesh: Reliably commute or planning to relocate before starting work (Required)
Experience:
Bancassurance: 2 years (Preferred)
Speak with the employer
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