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Relationship Manager - City Union Bank

Job Description

Job Description

A. Position Overview

Position Title: Relationship Manager

Department: Bancassurance Channel

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

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

  • Good product knowledge
  • Working knowledge of MS Office


  • Interpersonal skills
  • Communication skills
  • Creative thinking skills
  • Teamwork Skills
  • Influencing skills
  • Relationship Building skills
  • Decision making skills

  • Supervising / Leadership skills

    F Incumbent Characteristics


    Desired Qualification: Graduation, Insurance specific training

    Experience: 1 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
  • Posted
    dindigul, TN, IN