Role description
Job Description
Position Title
Relationship Manager
Department
CUB
Level / Band
Executive - 201
Role Summary :
Visit partner branches and interact with Bank branch managersEnsure sales targets assigned are met on every parameterInteract with customers to explain the products and solutionsHelp branches mapped to her / him help achieve insurance sales targetsOrganizational RelationshipsReports To
Cluster Manager / Regional Sales Manager
Supervises
NA
Job DimensionsGeographic Area Covered
Branches
Stakeholders Internal
Supervisors, Ops, Underwriting, Legal
External
CUB
Key Result AreasPartner and Client Management
Exceeding branch level targets (NB, renewal, STP, digitization, product mix etc)Interact with the Bank branch teams and customers to explain the products and promote the brandSales and support to all branches assigned - complete documentation, medicals, close pending documentation.Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched - bank, other insurers and Tata AIA LifeMaintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivityManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerAid the bank branches to adopt new processes and technologyEnsure sales targets assigned are met on every parameter
Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information.Align partner to ensure both teams are working towards the same goalCustomer service
Ensure adequate customer service - grievance redressal, claim settlement, renewal etc.E Skills Required
Technical
Good product knowledgeWorking knowledge of MS OfficeBehavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F Incumbent Characteristics
Essential
Desired
Qualification
Graduation
Insurance specific training
Experience
2 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
Skills Required
Working knowledge of MS Office, Good product knowledge
