Naveen Kumar

Senior Relationship Manager @PNB MetLife India Insurance Co. Ltd

Hoshiarpur, IN

Cultivate and manage strong relationships with existing and prospective individual customers, financial advisors, and responsible for originating, processing, and managing loans secured by various types of insurance policies- Conduct thorough needs assessments to understand customer financial goals, risk tolerance, and life stages, providing tailored insurance and financial solutions- Provide personalized financial guidance and product recommendations, acting as a trusted advisor to clients- Achieve and exceed sales targets for loan and life protection products through effective relationship management and consultative selling- Collaborate seamlessly with internal teams, including underwriting, claims, and operations, to ensure smooth customer onboarding and service delivery- Stay updated on industry trends, market conditions, and PNB MetLife\'s product offerings to provide relevant and accurate information to clients- Prepare and present compelling proposals to clients, clearly outlining product features, benefits, and financial outcomes- Handle customer inquiries and resolve issues efficiently, ensuring a positive customer experience.

Himachal Pradesh University

Bachelor of Arts - BA

Shoolini University

Master of Business Administration - MBA