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    Job · 20654365

    THANJAVUR · FULLTIME

    Relationship Manager - City Union Bank

    Tata AIG Life Insurance

    Tata AIG Life Insurance

    Thanjavur · onsite · Posted 12d ago

    Sourced fromFoundit
    Not disclosedFresherfulltimeThanjavur

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    Section · 01

    About this role

    Role description

    Job Description

    1. 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

    1. Organizational Relationships

    Reports To

    Cluster Manager / Regional Sales Manager

    Supervises

    NA

    1. Job Dimensions

    Geographic Area Covered

    Branches

    Stakeholders Internal

    Supervisors, Ops, Underwriting, Legal

    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.

    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

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    Section · 02

    Skills

    Working knowledge of MS OfficeGood product knowledge

    Section · Company

    About Tata AIA Life Insurance

    Tata AIG 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

    Find them on

    WebsiteLinkedInAmbitionBox reviews

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