Job Description • 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 • Organizational Relationships Reports To Cluster Manager / Regional Sales Manager Supervises NA • Job Dimensions Geographic Area Covered Branches Stakeholders Internal Supervisors, Ops, Underwriting, Legal External CUB • 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