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Relationship Manager - City Union Bank

Tata AIA Life
Ludhiana, India
2-4 Years
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Job Description

Role description

Job Description

  1. Position Overview

Position Title

Relationship Manager

Department

CUB

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

  1. Organizational Relationships

Reports To

Cluster Manager / Regional Sales Manager

Supervises

NA

  1. Job Dimensions

Geographic Area Covered

Branches

Stakeholders Internal

Supervisors, Ops, Underwriting, Legal

External

CUB

  1. 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

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising / Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making 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

More Info

Job Type:
Permanent Job
Industry:
Insurance
Function:
Insurance
Employment Type:
Full time

About Company

Tata AIA Life

ata AIA Life Insurance Company Limited (Tata AIA Life Insurance) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life Insurance combines Tata&#8217&#x3B;s preeminent leadership position in India and AIA&#8217&#x3B;s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life Insurance is also one of the leading insurers in the Indian private sector.

Job ID: 143500453

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Last Updated: 25-02-2026 07:08:35 PM
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