Job Description

Job 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

    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

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