▷ (16/09/2025) Relationship Manager - City Union Bank
3 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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