Job Title Relationship Manager - IndusInd Bank Branch Banking
Category Banking
Location Mumbai( Andheri, Goregaon, Thane East, Bandra, Borivali, kandivali, Virar ), Mumbai Suburban, Mumbai (All Areas)
Company Tata AIA Life Insurance
Description Position Title

Relationship Manager - Bancassurance IBL

Department

Bancassurance IBL

Level/Band

Executive-209

Role Summary:

Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
Organizational Relationships
Reports To

Territory Manager/ Area Manager

Supervises

NA

Job Dimensions

Geographic Area Covered

Branches / Cluster

Stakeholders Internal

Training

Branch Operations

Distribution Operations

Stakeholders External

Channel Partner

Key Result Areas
Organization Process

Key Contributions

Sales

• Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches

• Working jointing with the Branch Manager on Business Implementation plan

• Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced

• Tapping the right database of the branch and ensure authentic documentation

• Build relationship with the RAMBO Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively

• Prospect and meet customers within and outside the Branch as when required

• To develop, agree and implement short term and long term plans to achieve sales targets

• To achieve branch RM activation targets

• Work collectively with RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business nos.

• Seek commitment from the partner towards achievement of business objective

Relationship Management

• 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

• Provide all possible support to the channel partner as a face of parent company

• Effectively execute all Marketing activities as per Partners requirement

• Ensuring timely issuance of policies with resolving all pending etc.

• Adhere to the customer touch-point engagement in order to service his portfolio of customers

• To maintain the desired persistency ratio

• Prompt post-sales service with respect to all domains

• Strategize and interact closely with the RM on business plan execution

Ensure Compliance

• Ensure compliance to internal sales process & other compliance standards

• Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS

• Adhering to the Training Road map.

• Providing timely reports to the Supervisor as per the requirement.

• Adhering to the TALIC code of conduct.

Skills Required
Technical

Product/Subject matter expertise
Business perspective & planning
Finance / Insurance industry awareness
Self management
Problem solving skills
Salary 2.25-3.5 Lacs P.A.
Last Date 2026-02-06 00:00:00
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