Relationship Manager
Published date: 2026/11/08
- Location: Jaipur, Rajasthan, India
Role SummaryIn 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/ ResponsibilitiesResponsible for Achieving overall Gross Written PremiumTeam Management.
Channel Relationship.
Visit BranchesConduct MeetingsRegular training of Bank employees regarding TAGIC ProductsTo 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 settlementsExternal:
Banks and NBFCsEnd customers Experience2 years of experience in Insurance / Financial sector EducationGraduate of any discipline
• 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/ ResponsibilitiesResponsible for Achieving overall Gross Written PremiumTeam Management.
Channel Relationship.
Visit BranchesConduct MeetingsRegular training of Bank employees regarding TAGIC ProductsTo 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 settlementsExternal:
Banks and NBFCsEnd customers Experience2 years of experience in Insurance / Financial sector EducationGraduate of any discipline
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