Role description

Job Description

1. 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

1. Organizational Relationships

Reports To

Cluster Manager / Regional Sales Manager

Supervises

NA

1. Job Dimensions

Geographic Area Covered

Branches

Stakeholders Internal

Supervisors, Ops, Underwriting, Legal

External

CUB

1. 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 current 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

📌 Relationship Manager - City Union Bank (Tiruchirappalli)
🏢 Tata AIA Life
📍 Tiruchirappalli