Relationship Manager - City Union Bank

Relationship Manager - City Union Bank

Tata Group
1-4 years
Not Specified

Job Description

Job Description

A. Position Overview

Position Title: Relationship Manager

Department: Bancassurance Channel

Level/ Band: Executive - 209

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

  • Good product knowledge
  • Working knowledge of MS Office


  • Interpersonal skills
  • Communication skills
  • Creative thinking skills
  • Teamwork Skills
  • Influencing skills
  • Relationship Building skills
  • Decision making skills

  • Supervising / Leadership skills

    F Incumbent Characteristics


    Desired Qualification: Graduation, Insurance specific training

    Experience: 1 to 4 years of work experience in Insurance / Financial Service Background, Public Sector Bank partner work experience would be preferable
  • Job Details

    Employment Types:



    About Tata Group

    Founded by Jamsetji Tata in 1868, the Tata group is a global enterprise headquartered in India. The group operates in more than 100 countries across six continents with a mission 'To improve the quality of life of the communities we serve globally, through long-term stakeholder value creation based on Leadership with Trust'​.
    Sixty-six per cent of the equity of Tata Sons, the promoter holding company, is held by philanthropic trusts, thereby returning wealth to society. The Tata name has been respected in India for 150 years for its adherence to strong values and business ethics.
    The companies of the Tata group employ the best and finest, strengthened by a culture of ethics and integrity. Today we stand strong at 702,454 employees.

    Job Source :

    Similar Jobs

    People Also Considered

    Data Not Available

    Career Advice to Find Better

    Simple body text this will replace with orginal content