Relationship Manager - Central Union Bank Full-Time

Tata AIA Life Insurance Company Ltd

Posted By : Tata AIA Life Insurance Company Ltd

Others, Andhra Pradesh (1)Others, Telangana (1)Others, Maharashtra (2)Others, Rajasthan (1)Others, Tamil Nadu (70)

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.

Role Specific Skills
  • Active Listening
  • Administration and Management
  • Category Flexibility
  • Communications and Media
  • Critical Thinking
  • Customer and Personal Service
  • Deductive Reasoning
  • Education and Training
  • English Language
  • Inductive Reasoning
  • Information Ordering
  • Law and Government
  • Mathematical Reasoning
  • Mathematics
  • Near Vision
  • Negotiation
  • Oral Comprehension
  • Oral Expression
  • Persuasion
  • Problem Sensitivity
  • Reading Comprehension
  • Sales and Marketing
  • Service Orientation
  • Social Perceptiveness
  • Speaking
  • Speech Clarity
  • Speech Recognition
  • Time Management
  • Transportation
  • Writing
  • Written Comprehension
  • Written Expression

Any Graduate

  • Good product knowledge
  • Working knowledge of MS Office
  • Graduation
  • Insurance specific training
  • 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

Journey

  • Incentives
  • Mediclaim Insurance
  • PF