Senior Relationship Manager

Company Description

PNB MetLife India Insurance Company Limited (PNB MetLife) is one of Indias leading life insurance providers, operating since 2001. The company combines the global insurance expertise of MetLife, Inc., with the extensive reach and trust of Punjab National Bank (PNB), a leading nationalized bank. With a presence in over 140 locations and partnerships with PNB, Jammu & Kashmir Bank, and Karnataka Bank, PNB MetLife serves customers in more than 16,500 locations nationwide. It offers a broad range of protection, retirement, and employee benefit solutions for individuals and corporate clients. PNB MetLife has consistently maintained a profitable track record for the past five financial years, making it a trusted provider.

Role Description

This is a full-time, on-site role for a Senior Relationship Manager based in Karnal. The Senior Relationship Manager will be responsible for creating and maintaining strong relationships with clients, ensuring customer satisfaction, and driving the sales of life insurance and retirement products. Responsibilities include meeting with clients, understanding their financial needs, providing tailored insurance solutions, and achieving financial targets. The role also involves collaborating with bank partners, ensuring a seamless client experience, and operating as the primary point of contact for life insurance-related queries and solutions.

Qualifications

• Strong interpersonal, communication, and relationship-building skills with the ability to interact effectively with clients and stakeholders.
• Deep understanding of insurance products, customer service practices, and financial planning advisory skills.
• Sales acumen and goal-oriented mindset, with the ability to meet and exceed targets in a competitive environment.
• Problem-solving and negotiation abilities to address client concerns and provide customized insurance solutions.
• Proven experience in financial services or insurance, specifically in a client-facing sales role.
• Proficiency in MS Office and CRM software for record management and reporting is preferred.
• Relevant certifications in insurance or financial planning are an advantage.
• Graduate degree in a relevant field such as Business, Finance, or Insurance is required; post-graduate qualifications are an added benefit.