Relationship Manager
Published date: 2024/01/10
- Location: Udaipur,, Rajasthan, 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.
​​​​​​​Responsible for getting new Business.
• New LOBs, New product customized for Banking products.
Stakeholder interfaces
Internal clients
• 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 clients
• Banks and NBFCs
• End customers
Experience
Education
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.
​​​​​​​Responsible for getting new Business.
• New LOBs, New product customized for Banking products.
Stakeholder interfaces
Internal clients
• 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 clients
• Banks and NBFCs
• End customers
Experience
Education
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