▷ (16/09/2025) Relationship Manager - City Union Bank
13 hours ago
Job Description
Role description
Job Description
1. 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
1. Organizational Relationships
Reports To
Cluster Manager / Regional Sales Manager
Supervises
NA
1. Job Dimensions
Geographic Area Covered
Branches
Stakeholders Internal
Supervisors, Ops, Underwriting, Legal
External
CUB
1. 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
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
-
Relationship Manager
13 hours ago
Chennai, India Tata AIA Life Full timeJob 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...
-
Psychologist Faculty
13 hours ago
Noida, India Counsel Union Full timeJob Description Job Title: Psychologist Faculty Location: Noida Salary: 25,000 30,000 per month Qualification: Masters/M.Phil in Psychology (preferred) Immediate Joiners Preferred About Company Counsel Union Indias leading Psychology Learning Ed-Tech Platform. We simplify the way you learn psychology and emphasize practical application, giving you...
-
Assistant-manager---product-management
1 week ago
Hyderabad, Telangana, India Western Union Full timeAssistant Manager Product Management-Hyderabad India Are you passionate about Payment system to enable millions of customers around the world to send money to their loved ones Do you have experience delivering products that need a strong understanding of the technical setup at the same time focused on delivering the right customer experience If you have...
-
Hyderabad, Telangana, India DBS Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per yearBusiness FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...
-
Tele- Relationship Manager
13 hours ago
Mumbai, India Deutsche Bank Full timeJob Description Tele- Relationship Manager Position Overview Job Title: Tele- Relationship Manager Corporate Title: NCT Location: Mumbai, India Role Description - Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This caters to a wide variety of population through its distinct channels like Personal...
-
Jharsuguda, India Kotak Mahindra Bank Limited Full timeJob Description Elite Relationship Manager Branch Banking Department Branch Banking - Retail Liabilities Location Hyderabad Number of Positions 25 Reporting Relationship Branch Manager Position Grade Manager/Senior Manager 1. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. 2. Ensures high...
-
Chittoor, India Kotak Mahindra Bank Limited Full timeJob Description Elite Relationship Manager Department Retail Liabilities - Branch Banking Location Hyderabad Reporting Relationship Branch Manager / Deputy Branch Manager Grade Name Manager Age 27 Min 37 Max Grade M3 - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of...
-
Cuttack, India Kotak Mahindra Bank Limited Full timeJob Description Platinum Relationship Manager - Branch Banking Department Branch Banking - Retail Liabilities Location Hyderabad Number of Positions 25 Reporting Relationship Branch Manager Position Grade Manager/Senior Manager 1. Develops new and expands existing High Net worth Customer relationships for liabilities 2. Ensures high levels of customer...
-
Fatehabad, India Kotak Mahindra Bank Limited Full timeJob Description Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy. - Cross sells existing...
-
Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of...
