Relationship Manager
Published date: 2024/01/10
- Location: Kota, 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 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 BranchesConduct MeetingsRegular 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 HygieneâÂÂâÂÂâÂÂâÂÂâÂÂâÂÂâ Proper QC and issuance of premium collected.Proactive in handling claims.âÂÂâÂÂâÂÂâÂÂâÂÂâÂÂâÂÂ
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 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 BranchesConduct MeetingsRegular 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 HygieneâÂÂâÂÂâÂÂâÂÂâÂÂâÂÂâ Proper QC and issuance of premium collected.Proactive in handling claims.âÂÂâÂÂâÂÂâÂÂâÂÂâÂÂâÂÂ
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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