Relationship Manager - City Union Bank

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core, " emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and S. O. A. R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

1. Position Overview

Position Title

Relationship Manager - City Union Bank

Department

CUB (City Union Bank)

Level/ Band

Executive - 209

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 - City Union Bank

Supervises

NA

Job Dimensions

Geographic Area Covered

Bank Branches

Stakeholders Internal

Supervisors, Ops, Underwriting, Legal

Stakeholders 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.

1. 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

1. Incumbent Characteristics

Essential

Desired

Qualification

Graduation

Postgraduate/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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