Relationship Manager
Published date: 2026/11/07
- Location: Kolkata, West Bengal, India
Role Summary
In the above context, the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies.Also liaising with Operations & Product tower, Process Excellence group, Claims,Finance,legal, Business Intelligence, marketing & Human Resource teams for the process. Ensuring that we deliver best of our services to client as well as to banks.
Key Accountabilities/ Responsibilities
• Responsible for Achieving overall Gross Written Premium Team Management. Channel Relationship. Visit Branches Conduct Meetings Regular training of Bank employees regarding TAGIC Products
• To maintain Renewal of Business Timely follow up with the clients. Tracking religiously in first week of every month. Driving Bank for retention first.
• To maintain the Hygiene Proper QC and issuance of premium collected. Proactive in handling claims.
Stakeholder interfaces
Internal:
• Operations (BOPs& COPs) – for the issuance ,endorsement, Banking operations etc.
• Under writing Team – for Quotations
• Human Resources – to know queries regarding the talent pool accordingly
• Claims Team – Regularly for the claim settlements
External:
• Banks and NBFCs
• End customers
Experience
2 years of experience in Insurance / Financial sector
Education
Graduate of any discipline
In the above context, the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies.Also liaising with Operations & Product tower, Process Excellence group, Claims,Finance,legal, Business Intelligence, marketing & Human Resource teams for the process. Ensuring that we deliver best of our services to client as well as to banks.
Key Accountabilities/ Responsibilities
• Responsible for Achieving overall Gross Written Premium Team Management. Channel Relationship. Visit Branches Conduct Meetings Regular training of Bank employees regarding TAGIC Products
• To maintain Renewal of Business Timely follow up with the clients. Tracking religiously in first week of every month. Driving Bank for retention first.
• To maintain the Hygiene Proper QC and issuance of premium collected. Proactive in handling claims.
Stakeholder interfaces
Internal:
• Operations (BOPs& COPs) – for the issuance ,endorsement, Banking operations etc.
• Under writing Team – for Quotations
• Human Resources – to know queries regarding the talent pool accordingly
• Claims Team – Regularly for the claim settlements
External:
• Banks and NBFCs
• End customers
Experience
2 years of experience in Insurance / Financial sector
Education
Graduate of any discipline
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