Relationship Manager

10 hours ago


Chennai India Tata AIA Life Full time

Job Description

Role description

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 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



  • India Peoplemint Consultants Full time

    Job Title:Relationship Manager – MMGExperience:10 YearsLocation:AhmedabadJob Summary:Seeking a seasoned Relationship Manager with 10 years of experience in Mid-Market Group (MMG) banking. The candidate will be responsible for managing and growing a portfolio of mid-sized corporate clients in the Ahmedabad region. Key responsibilities include credit...


  • India gHRig People Solutions Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    The Relationship Manager is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored financial solutions. They act as the primary point of contact for clients, ensuring exceptional service and fostering long-term partnerships.Key ResponsibilitiesSales & Customer...

  • Relationship Manager

    2 weeks ago


    India TATA CAPITAL Full time

    Client Acquisition and Relationship Management Identify and build Corporate opportunity for NPS across Corporate segments in the assigned geography - Large Mid Small Corporates others Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform Manage Train Service corporate stakeholders throughout the lifecycle of the NPS process...

  • Relationship Manager

    4 weeks ago


    India TATA CAPITAL Full time

    11091 Core Responsibilities Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships o Retain and expand the company s base of customers for home loan and LAP channel so as to ensure repeat business or...

  • Relationship Manager

    2 weeks ago


    India TATA CAPITAL Full time

    Degree Level Bachelor s Degree Core Responsibilities Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships o Retain and expand the company s base of customers for home loan and LAP channel so as to...

  • Relationship Manager

    13 hours ago


    india upGrad Rekrut Full time

    About the CompanyRelationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.About the...


  • India Bajaj Finserv Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    GL South EastKamarhati - Main RoadPosted On21 Feb 2025End Date21 Feb 2026Required Experience2 - 4 YearsBASIC SECTIONJob LevelGB02Job TitleRelationship Manager - GL South East, GL South East, SalesJob LocationCountryIndiaStateWEST BENGALRegionEastCityNorth 24 ParganasLocation NameKamarhati - Main RoadTierTier 3SkillsSKILLSALESCASH MANAGEMENTKYCBANK...


  • India Tekpillar Full time

    Hiring for Banca Channel - Life Insurance Jobs- Job Role Relationship Manager Sales Manager - Banca Channel- Location Chennai Hyderabad and Bangalore- Experience 1-6 years in Banking Insurance BFSI preferredKey Responsibilities - Drive Life Insurance sales through partner bank branches- Build and maintain strong relationships with branch staff and...

  • Relationship Manager

    10 hours ago


    India Niva Bupa Health Insurance Full time

    Job Description Company Description Niva Bupa Health Insurance Company Ltd., formerly known as Max Bupa Health Insurance Company Limited, is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, and UK-based Bupa Singapore Holdings Pte. Limited. With a mission to give every Indian the confidence to access the best healthcare,...


  • India Weekday AI Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    This role is for one of the Weekday's clients Min Experience: 1 years JobType: full-time We are seeking an ambitious and dynamic Relationship Manager to join our Emerging Corporate Banking division. This pivotal role focuses on New-to-Bank (NTB) client acquisition, building robust relationships, and driving business growth. The ideal candidate will have 1 to...