Relationship Manager - Bancassurance- Jodhpur

Job Description

Job Description

A. Position Overview

Position Title: Relationship Manager

Department: Bancassurance Channel

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

Interpersonal skills

Communication skills

Creative thinking skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Desired

Supervising / Leadership 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