Timely attend to the service appointments given Quality Business to be sourced Persistency to be maintained as per the business 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

Relationship Manager / Senior Relationship Manager / Territory Manager Sales - Bancassurance 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 1-5 years of Experience in Insurance Industry; 85% of GS and 70 % on persistency Skills Required:should have good communication skills and willing to travel and lead the team across the branches Should be able to deliver under pressure situations. High on achievements and should be aggressive to meet the sales target

Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in 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

Formulation, ideation, and implementation of workflow systems Data gathering and analysis to understand business strategy requirements. Identify issues and make recommendations based on impact of new/emerging technology or modifications to existing systems. Translate business requirements into technical requirements. Formulate and define system scope and objective based on user needs and understanding of business processes Develop, write, and communicate systems design and functional system Analyze customers systems to understand strengths and weaknesses for the identification of opportunities for improvements. Develop system test cases and validates test results during testing. Analyze testing results to ensure the solution meets the needs of the business Document system modifications Support effort to ensure technical compatibility and user satisfaction. Escalates issues as appropriate. Coach and transfer knowledge to less experienced team members. Analytics Analyzing the medical and financial information provided by insurance applicants Evaluating the recommendations and observations made by the sales force Making the department MIS Researching additional information, such as medical histories or credit scores. Process review and analysis Analyzing and determining the relevancy of risk factors. Coordinating with the actuarial, product and claims team as and when required. Qualification: Graduation. (Preferred candidates with experience as a business analyst in Underwrting and system know how with Training in UW through ALU / III / LOMA / COMET / Other similar programs) Preferred Underwriting experience of 4-8 yrs. in life insurance or relevant work experience in Business Solution Group / IT. Understanding of Risk Management and Underwriting business rule management through understanding of various underwriting risks and system rule engines and Artificial intelligence. Proficient Command and skills in MS Office and MS Excel. Strong analytical skills. Detail-oriented work style. Effective written and verbal communication skills. Interpersonal skills Should have good public speaking skills, with an ability to communicate the requirements to the claimants. High on achievements and should have strong domain skills in administering this role in accordance with the Organization expectation.

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

Key Responsibilities: • Execution of sales target through his/her team of FA/LIM/DM • Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. • Train and motivate advisors to provide a better understanding of market/products. • Monitor and review agents’ performance. Help them achieve maximum business. • Meet customer on a regular basis for achieving organisational goals.

Execution of sales target through his/her team of FA/IM Responsible for recruitment and management of Agents (FA/IM)- Identify, recruit and manage advisors from the respective region Train and motivate advisors to provide a better understanding of market/products Monitor and review agents performance. Help them achieve maximum business Meet customer on a regular basis for achieving standards. 1-10 years of Experience in Insurance Industry; Technical/ Functional Essential: Experience in 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 should have good communication skills and willing to travel and lead the team across the branches. Should be able to deliver under pressure situations. High on achievements and should be aggressive to meet the sales target. Minimum 1-3 year of Experience in Insurance Industry.

Key Responsibilities: • Execution of sales target through his/her team of FA/LIM/DM • Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. • Train and motivate advisors to provide a better understanding of market/products. • Monitor and review agents’ performance. Help them achieve maximum business. • Meet customer on a regular basis for achieving organisational goals.

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 Minimum 1-2 years of Experience

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in 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 Exp.- Min 6 months to 5 years

Key Responsibilities: Handling a team of 10-15 FLS and generating business through channel partner. Driving business through 20-30 PNB Branches in the Circle Responsible for targets allocated to 20-30 PNB Branches Driving and motivating the branch staff along with the Team to generate leads and log in prospective applications Conduct regular team meetings and motivate the Team members to achieve their targets Educate and motivate the team on the contest roll out and update on the new products launched in the market Build relationship with the business partners and address their queries. Location-Kashipur,Ghaziabad,Dehradun,Bijnore

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in 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 Exp.- Min 6 months to 5 years

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in 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 Exp.- Min 6 months to 5 years

Role Objective: Drive awareness and adoption of the State Insurance Plan in assigned gram panchayats through community engagement, outreach events, and relationship-building. Key Responsibilities: 1. Community Outreach: Conduct awareness sessions to educate residents on insurance benefits. Partner with local leaders, schools, and influencers to promote the plan. 2. Enrolment Drives: Organize enrolment camps for direct sign-ups, achieving set coverage targets. 3. Collaboration with Local Authorities: Work closely with panchayat officials, ASHA workers, and NGOs to expand reach and tailor initiatives to community needs. 4. Training and Support: Train local representatives to assist with enrolment and resident inquiries. Provide post-enrolment support for claims and follow-ups. 5. Data and Reporting: Maintain detailed records of activities and progress, submitting regular updates. Preferrably 1 year in Life Insurance Sales

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals.

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

Role Objective: Drive awareness and adoption of the State Insurance Plan in assigned gram panchayats through community engagement, outreach events, and relationship-building. Key Responsibilities: 1. Community Outreach: Conduct awareness sessions to educate residents on insurance benefits. Partner with local leaders, schools, and influencers to promote the plan. 2. Enrolment Drives: Organize enrolment camps for direct sign-ups, achieving set coverage targets. 3. Collaboration with Local Authorities: Work closely with panchayat officials, ASHA workers, and NGOs to expand reach and tailor initiatives to community needs. 4. Training and Support: Train local representatives to assist with enrolment and resident inquiries. Provide post-enrolment support for claims and follow-ups. 5. Data and Reporting: Maintain detailed records of activities and progress, submitting regular updates.

Key Responsibilities: Execution of sales target through his/her team of FA/LIM/DM Responsible for recruitment and management of Agents (LIM/DM)- Identify, recruit, and manage advisors for the respective region. Train and motivate advisors to provide a better understanding of market/products. Monitor and review agents performance. Help them achieve maximum business. Meet customer on a regular basis for achieving organisational goals. Technical/ Functional Essential: Experience in 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 Exp.- Min 6 months to 5 years

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 Location : - Hooghly/Kolkata, Medinapur/Kharagpur,Guwahati,Siliguri

Role Objective: Drive awareness and adoption of the State Insurance Plan in assigned gram panchayats through community engagement, outreach events, and relationship-building. Key Responsibilities: 1. Community Outreach: Conduct awareness sessions to educate residents on insurance benefits. Partner with local leaders, schools, and influencers to promote the plan. 2. Enrolment Drives: Organize enrolment camps for direct sign-ups, achieving set coverage targets. 3. Collaboration with Local Authorities: Work closely with panchayat officials, ASHA workers, and NGOs to expand reach and tailor initiatives to community needs. 4. Training and Support: Train local representatives to assist with enrolment and resident inquiries. Provide post-enrolment support for claims and follow-ups. 5. Data and Reporting: Maintain detailed records of activities and progress, submitting regular updates.