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Relationship Manager - City Union Bank

ChennaiFull-time2–4 yrsPosted 1 week ago

Mid-level finance role at Tata AIA Life Insurance in Chennai. Needs 2–4 years and a degree.

About the role

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.

What you'll do

  • Partner and Client Management
  • 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
  • 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…

What you need

  • Insurance
  • Sales
  • Customer service
  • Complaint handling
  • Underwriting

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