Job Description
Job Description
Job Description
A. Position Overview
Position Title: Relationship Manager
Department: Bancassurance Channel
Level/ Band: Executive - 20+
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.
Job Description
A. Position Overview
Position Title: Relationship Manager
Department: Bancassurance Channel
Level/ Band: Executive - 20+
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.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
