PNB MetLife India Insurance Co. Ltd
Website:
pnbmetlife.com
Job details:
Company Description PNB MetLife India Insurance Company Limited is one of India’s leading life insurance providers, combining MetLife International Holdings LLC’s global financial strength with the credibility of Punjab National Bank and other key banking partners. Operating in India since 2001, the company offers a wide range of protection, retirement, and employee benefit products to individual and corporate customers. PNB MetLife has a presence in over 140 locations and reaches more than 16,500 touchpoints through strong bank partnerships and an extensive network of financial advisors. The company has maintained consistent profitability and has reported profits for the last five financial years, underscoring its stability and growth potential for team members.
Role Description The Senior Relationship Manager is a full-time, on-site role based in Yamunanagar, responsible for developing and managing long-term relationships with retail and corporate customers. The role includes identifying customer needs, recommending suitable insurance and investment solutions, and supporting customers through policy acquisition, servicing, and renewal cycles. The Senior Relationship Manager will collaborate with bank branches and internal teams, conduct regular client meetings, and manage a portfolio to achieve sales, retention, and customer satisfaction targets. Daily activities involve prospecting new clients, cross-selling and upselling within existing relationships, tracking performance metrics, and ensuring compliance with regulatory and company guidelines. The role also requires maintaining accurate records, preparing periodic reports, and contributing to local business development initiatives.
Qualifications
- Proven ability in relationship management, customer service, and client retention within financial services or insurance.
- Strong sales, negotiation, and business development skills, with experience in meeting or exceeding revenue and portfolio growth targets.
- Solid understanding of life insurance products, protection and retirement solutions, and basic financial planning concepts.
- Excellent communication, presentation, and interpersonal skills to engage diverse customer segments and stakeholders.
- Ability to work with bank partners and internal teams, manage multiple accounts, and maintain detailed documentation and reports.
- Bachelor’s degree in business, finance, commerce, or a related field; advanced certifications in insurance or financial planning are an advantage.
- Prior experience in bancassurance, insurance sales, or retail financial services, preferably in a relationship-focused role.
- Comfort with using CRM systems and basic office productivity tools to track activity, analyze data, and report performance.
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