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

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.

E Skills Required

Technical • Good product knowledge • Working knowledge of MS Office

Behavioral

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