Relationship Manager - City Union Bank
Tata AIG Life Insurance · Surat · onsite · Posted 30d ago
Undisclosed1–3 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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. 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.
- 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 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. 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
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Customer ServiceInsurance Salesemployee satisfactionchannel partnersales targetsstpGrievance RedressalPublic SectorSales SupportRelationship ManagerunderwritingCommunication SkillsSalesrelationship buildingLegal
About Tata AIA Life Insurance
Tata AIG Life Insurance
Insurance
15.5k+
employees
2001
25 years old
Mumbai, Maharashtra
India
₹6.2L PA avg
Avg at Tata AIA Life Insurance
About
Tata AIA is amongst the fastest growing life insurance companies in India from where you can buy online life insurance policies with ease.
Industries
InsuranceFinancial Services
Employee ratings
10 reviews
3.9/ 5
Culture
2.4
Career growth
2.0
Work-life
2.5
Employees rate it well for
Overall Company39Job Security38
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