Relationship Manager - City Union Bank

Tata AIA Life

Insurance- Life Insurance

97+ Applicants

Posted: 1 year ago

2-4 years

Kolkata, West Bengal

Work from Office

Posted: 1 year ago

Applicants: 98+

Job Description

About Company

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Job Description

Role description

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 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

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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

Skills

SalesBranch Manager

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About Company

Tata AIA Life Insurance is a joint venture between Tata Sons and AIA Group. It offers a range of insurance products and services.

Important dates & deadlines?

Application Deadline

28 Oct 25, 03:55 PM IST

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