A. Position Overview
Position Title : Relationship Manager
Department : Bancassurance Channel
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
B. Organizational Relationships
Reports To : Cluster Manager / Regional Sales Manager
C. Job Dimensions
Geographic Area Covered : Branches
Stakeholders - Internal Supervisors, Ops, Underwriting, Legal
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.
Technical
Good product knowledge
Working knowledge of MS Office
Essential
Interpersonal skills
Communication skills
Creative thinking skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Desired
Supervising / Leadership 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
