• Work closely with branch sales and service teams to provide innovative product solutions to address customers’ protection, long-term savings and investment needs.• Manage the branch sales portfolio, promotions and campaigns. • Plan & carry out marketing activities for Bancassurance products.• To ensure customer documentation is complete & in compliance with the bank’s requirements. • To help coordinators resolve discrepancies associated to customer documentation. • To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales & performance.

• Relationship building and Looking after the insurance business of various branches of Punjab National Bank in co-ordination with branch manager.• Dealing with priority customer and building a strong relationship with them by providing Investment & Insurance Solutions.• Taking care for all the training requirements of the Branch for increasing business, Checking and verification of all the Applications/documents.• support bank staff on their sales calls and looking after the issuance of proposals and after sales services• Fully responsible for handling the walking customers.• To maintain proper database of all the existing and new customers of the assigned area for timely identification of new business opportunities.