PNB Metlife Insurance

Role Summary

Worked as an insurance advisor with PNB MetLife India Insurance Company Limited, focusing on client acquisition, policy advisory, and sales of life insurance products. Delivered financial protection solutions aligned with customer needs and long-term planning goals.

Key Responsibilities

Client Acquisition & Advisory

• Identified potential customers and generated leads through networking and outreach

• Assessed client needs and recommended suitable insurance plans

Sales & Policy Management

• Sold life insurance policies including savings, protection, and investment-linked plans

• Assisted clients with policy documentation, onboarding, and renewals

Relationship Management

• Maintained long-term relationships with clients for retention and cross-selling

• Provided ongoing support for policy queries and servicing

Compliance & Documentation

• Ensured adherence to regulatory and company guidelines

• Maintained accurate records of client interactions and transactions

Key Achievements

• Successfully acquired and managed client portfolio

• Achieved policy sales targets through consistent effort

• Improved client retention via relationship management

Skills & Competencies

Insurance Sales | Financial Advisory | Client Acquisition | Relationship Management | Policy Servicing | Compliance

Business Impact

Contributed to business growth by acquiring new clients, driving policy sales, and ensuring customer retention through effective advisory and service support in the insurance domain.