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Relationship Manager - City Union Bank
2-4 years
₹ 2.05 - 5.185L/yr (AmbitionBox estimate)
Noida, New Delhi
1 vacancy
Relationship Manager - City Union Bank
Tata AIA Life Insurance
posted 2d ago
Job Role Insights
Flexible timing
Key skills for the job
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
Employment Type: Full Time, Permanent
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(based on 103 Tata AIA Life Insurance interviews) What people at Tata AIA Life Insurance are saying
Rating based on 342 Relationship Manager
reviews
Anonymous · Other Hospital Staff
in Prayagraj / Allahabad, Uttar Pradesh
Superbb and grate place for work awesome experience Superbb staff friendly environment and the best part is this TATA and TATA alwys care for their employees
There is no dislike and disadvantage in this organisation. Only likes and likes in this organisation. I strongly recommended everyone have to join Tata
Read 342 reviewsRelationship Manager salary at Tata AIA Life Insurance
What Tata AIA Life Insurance employees are saying about work life
Tata AIA Life Insurance Benefits
Job Training Health Insurance Soft Skill Training 
Cafeteria 
Job Training 
Health Insurance 
Soft Skill Training 
Work From Home 
Team Outings 
Compare Tata AIA Life Insurance with
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PNB MetLife
Life Insurance Corporation of India
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HDFC Ergo General Insurance
Gallagher
Care Health Insurance
Star Health & Allied Insurance
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MetLife
Aditya Birla Health Insurance Co
Shriram Life Insurance
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