Relationship Manager - City Union Bank

Job Description

• Position Overview

Position Title

Relationship Manager

Department

CUB

Level/ Band

Executive - 201

Role Summary:

• Visit partner branches and interact with Bank branch managers
• Ensure sales targets assigned are met on every parameter
• Interact with customers to explain the products and solutions
• Help branches mapped to her/him help achieve insurance sales targets
• Organizational Relationships

Reports To

Cluster Manager / Regional Sales Manager

Supervises

NA

• Job Dimensions

Geographic Area Covered

Branches

Stakeholders Internal

Supervisors, Ops, Underwriting, Legal

External

CUB

• Key Result Areas

Partner 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 brand
• Sales and support to all branches assigned – complete documentation, medicals, close pending documentation.
• Drive local contests and engagements to engage teams
• Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life
• Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
• Managing 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 Partner
• Aid the bank branches to adopt new processes and technology

Ensure 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 goal

Customer service

• Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

E Skills Required

Technical

• Good product knowledge
• Working knowledge of MS Office

Behavioral

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