Relationship Manager Udaipur
Published date: 2024/01/10
- Location: Udaipur, Rajasthan, India
Job Description
A. 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
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
A. 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
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
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