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Relationship Manager - City Union Bank
Tata AIA Life Insurancethanjavur, India1 day ago
Job descriptionVisit 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 Job Dimensions Key Result Areas 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 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 Ensure adequate customer service – grievance redressal, claim settlement, renewal etc. Good product knowledge Working knowledge of MS Office
Job Description
- Position Overview
Position Title
Relationship Manager
Department
CUB
Level / Band
Executive - 201
Role Summary :
Reports To
Cluster Manager / Regional Sales Manager
Supervises
NA
Geographic Area Covered
Branches
Stakeholders Internal
Supervisors, Ops, Underwriting, Legal
External
CUB
Partner and Client Management
Ensure sales targets assigned are met on every parameter
Customer service
E Skills Required
Technical
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
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Relationship Manager • thanjavur, India
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