Role 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 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 - Valuable 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 (India)
🏢 Tata AIA Life
📍 India