Relationship Manager

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

Technical