Position Details

- Position Title Relationship Manager - City Union Bank
- Department CUB (City Union Bank)
- Level/ Band Executive - 209

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 - City Union Bank
- Supervises NA

Job Dimensions

- Geographic Area Covered Bank Branches
- Stakeholders Internal Supervisors, Ops, Underwriting, Legal
- Stakeholders 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 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 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
- Customer service Ensure adequate customer service - grievance redressal, claim settlement, renewal etc.

Skills

- Good product knowledge
- Working knowledge of MS Office
- Communication skills
- Creative thinking skills
- Supervising / Leadership skills
- Teamwork Skills
- Influencing skills
- Relationship Building skills
- Decision making

Qualifications

- Graduation
- Postgraduate/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

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager - City Union Bank (Palayamkottai)
🏢 TATA AIA LIFE INSURANCE
📍 Palayamkottai