Key Responsibilities:
Opportunity Identification & Development
? Identify and prioritize corporate accounts sourced through PNB's LCB/ELCB branches.
? Develop a structured prospecting framework for Employee Benefits business opportunities.
? Assess business potential across GTLI, Group Gratuity, Superannuation, and Annuity products.
? Maintain a robust opportunity pipeline and drive opportunity conversion.
Relationship Management
? Manage relationships with PNB Zonal Offices, LCB/ELCB Branch Heads, Relationship Managers, and Corporate Banking teams.
? Establish and strengthen relationships with key corporate stakeholders, including:
• HR Heads
• CFOs
• CHROs
• Compensation & Benefits Teams
• Treasury Teams
? Act as the single point of contact for Employee Benefits opportunities arising from the LCB/ELCB ecosystem.
Business Acquisition
? Drive qualification, propositioning, and closure of Employee Benefits opportunities.
? Facilitate client meetings, presentations, and solution discussions.
? Coordinate with internal stakeholders for pricing, underwriting, product support, operations, and implementation.
? Achieve business targets across:
• Group Term Life Insurance
• Group Gratuity
• Superannuation
• Annuity Solutions
Pipeline & Governance Management
? Track account-level engagement and opportunity status.
? Maintain detailed MIS and business pipeline reports.
? Prepare periodic business reviews and management updates.
? Ensure adherence to defined timelines and governance mechanisms for opportunity conversion.
Process & Compliance
? Ensure compliance with company policies and regulatory guidelines.
? Adhere to all internal sales and operational processes.
? Support policy issuance, servicing, and renewal management.
? Identify opportunities for cross-sell and wallet share enhancement.
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Measures of Performance
? Number of key stakeholder meetings conducted.
? Employee Benefits opportunity pipeline created.
? Revenue generated from GTLI, Superannuation, Annuity, and Group Gratuity business.
? Conversion ratio of identified opportunities.
? Quality of relationships established with PNB stakeholders and corporate clients.
? Achievement of assigned business targets.
? Timely closure of opportunities and submission of management reports.