Relationship Manager - City Union Bank

Tata AIA Life
Department Icon BFSI (Operations & Lending)
Posted: 2 months ago
2-4 years
Nagercoil, Tamil Nadu
BFSI (Operations & Lending)
work from office
Full Time
Posted: 2 months ago
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Job Description

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

  • 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.

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