Relationship Manager

Tata AIA Life Insurance Company Ltd.; Mumbai Suburban; On-site; INR 2,50,000 - 5,80,000; Full time

Job summary

A leading insurance company in Mumbai seeks a Relationship Manager. Responsibilities include managing bank staff, achieving sales targets, and maintaining productivity. The ideal candidate must have a good understanding of MS Office and experience in sales and team management. Salary ranges from 2.5 to 5.8 LPA with additional benefits including health insurance and professional degree assistance.

Benefits

Health insurance

Office cab/shuttle

Professional degree assistance

Cafeteria

Qualifications

• Experience in sales and team management.
• Ability to interact with various stakeholders.

Responsibilities

• Interact with bank's cluster head and employees.
• Help RMs achieve sales targets and maintain productivity.
• Manage recruitment and monitor performance.

Skills

Good knowledge of MS Office

Job description

Posted: 1 day ago | Openings: 1 | Applicants: Less than 10

Position Overview

Position Title: Relationship Manager - Axis Bank Alternate Channel BB

Department: Axis Bank Alternate Channel

Level/Band: Executive/209

Role Summary:

Dual responsibility of joint field work and team management.

• Interact with bank's cluster head, bank employees, and manage them daily.
• Manage branches directly mapped to the RM.
• Help RMs achieve sales targets and maintain productivity.
• Ensure quality of recruits, maintain compliance, and drive team performance.

Organizational Relationships

Reports To: Regional Sales Manager

Supervises: Assistant RM

Job Dimensions

Geographic Area Covered: Zone(s)

Stakeholders Internal: Supervisors, RMs, Operations, Underwriting

Stakeholders External: Bank Channel Partner

Key Result Areas

• Interact with bank branch employees and cluster heads to achieve sales targets.
• Provide guidance and support to bank staff, TATA AIA KAMs, and stakeholders regarding submissions, issuance, and pending resolutions.
• Maintain good relationships with cluster heads and motivate them to maintain productivity.
• Monitor case size, product mix, and team targets to ensure persistency and sales growth.
• Manage recruitment as per plans, monitor performance, and promote RMs to next levels.
• Ensure compliance with SOPs and sales processes, taking disciplinary actions if needed.
• Achieve top-line growth through premium targets, KAM activation, and product mix.
• Manage sales activities, renewal collections, and relationship mapping with bank staff.
• Own risk management by developing a risk-aware culture, participating in mitigation and contingency planning, and reporting risks.

Skills Required

Technical: Good knowledge of MS Office.

Behavioral: [Details not specified in original]

About Tata AIA Life Insurance

Tata AIA Life Insurance is a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd., operating in 18 markets across Asia Pacific. It offers a variety of insurance plans including protection, wealth, child, savings, group, and micro-insurance plans.

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Related Jobs

• Business Relationship Manager - Alternate Channel
• Sales Manager - Business Banking

Salaries

Average salary: 4.2 LPA | Range: 2.5 LPA - 5.8 LPA

Reported Benefits

• Health insurance
• Office cab/shuttle
• Professional degree assistance
• Cafeteria

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