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
Organizational Relationships

Reports To

Cluster Manager / Regional Sales Manager

Supervises

NA
Job Dimensions

Geographic Area Covered

Branches

Stakeholders Internal

Supervisors, Ops, Underwriting, Legal

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 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
Positive 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 Chennai
🏢 TATA AIA LIFE INSURANCE
📍 Chennai