Job DescriptionRole descriptionJob Description1. Position OverviewPosition TitleRelationship ManagerDepartmentCUBLevel/ BandExecutive - 201Role 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 targets1. Organizational RelationshipsReports ToCluster Manager / Regional Sales ManagerSupervisesNA1. Job DimensionsGeographic Area CoveredBranchesStakeholders InternalSupervisors, Ops, Underwriting, LegalExternalCUB1. 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 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 valuable 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 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 RequiredTechnical- Good product knowledge- Working knowledge of MS OfficeBehavioralEssentialDesiredInterpersonal skills- Communication skills- Creative thinking skills- Supervising / Leadership skills- Teamwork Skills- Influencing skills- Relationship Building skills- Decision making skills- F Incumbent CharacteristicsEssentialDesiredQualificationGraduationInsurance specific trainingExperience2 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