Urgent Search: Relationship Manager
2 weeks 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
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▷ Urgent Search: Relationship Manager
3 weeks ago
Chennai, India Centricity WealthTech Full timeJob Description Company Description Founded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices. The platform delivers a comprehensive SAAS-based investment management solution, featuring digital transactional capabilities for a diversified product suite. Centricity aims to offer a consistent...
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Relationship Manager
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▷ Urgent Search: Relationship Associate
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India, Mysore Max Financial Services Full timeJob Description JOB DESCRIPTION Job Title: Relationship Associate Band:5 Reporting To: Centre Manager Department:Bancassurance -Ujjivan/TMB/ DCB/SIB/CSB JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: - Lead generation at the...
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Surat, India Wortal CRM Full timeJob Description Company Description Wortal CRM is a leading customer relationship management software designed to streamline customer management processes for businesses of all sizes. Our scalable and powerful software enhances efficiency, drives growth, and improves customer satisfaction. Wortal CRM can be customized to meet the needs of small businesses,...
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▷ Urgent Search! Social Teacher
4 weeks ago
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Urgent! Relationship Manager
6 days ago
Mumbai, India YES BANK Full timeJob Description Job Title: Relationship Manager Department: Medium Enterprises (ME) Experience: 34 Years Grade: Manager to AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover...
