Relationship Manager - City Union Bank

Job
Description

A. 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

B. Organizational Relationships

Reports To

Cluster Manager / Regional Sales
Manager

Supervises

NA

C. Job Dimensions

Geographic Area Covered

Branches

Stakeholders Internal

Supervisors, Ops, Underwriting, Legal

External

CUB

D. 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

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