Relationship Manager - City Union Bank
Tata AIA Life Insurance, Trenton, NJ, United States
Position Title
Relationship Manager
Position Overview Department:
CUB
Level/Band:
Executive - 201
Responsibilities
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
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 by 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 to foster sales for the company and maintain utmost 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 toward the same goal
Organizational Relationships Reports To:
Cluster Manager / Regional Sales Manager
Supervises:
NA
Geographic Area Covered:
Branches
Stakeholders (Internal):
Supervisors, Ops, Underwriting, Legal
Customer Service
Ensure adequate customer service grievance redressal, claim settlement, renewal etc.
Key Skills
Technical:
Good product knowledge; Working knowledge of MS Office.
Behavioral (Essential):
Interpersonal skills; Communication skills; Creative thinking skills.
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Qualifications
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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Position Overview Department:
CUB
Level/Band:
Executive - 201
Responsibilities
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
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 by 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 to foster sales for the company and maintain utmost 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 toward the same goal
Organizational Relationships Reports To:
Cluster Manager / Regional Sales Manager
Supervises:
NA
Geographic Area Covered:
Branches
Stakeholders (Internal):
Supervisors, Ops, Underwriting, Legal
Customer Service
Ensure adequate customer service grievance redressal, claim settlement, renewal etc.
Key Skills
Technical:
Good product knowledge; Working knowledge of MS Office.
Behavioral (Essential):
Interpersonal skills; Communication skills; Creative thinking skills.
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Qualifications
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.
#J-18808-Ljbffr