Relationship Manager
Published date: 2024/01/10
- Location: Surat, Gujarat, 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
âÂÂâÂÂâÂÂâÂÂâÂÂâÂÂâÂÂTo maintain the Hygiene
Proper QC and issuance of premium collected. Proactive in handling claims.
âÂÂâÂÂâÂÂâÂÂâÂÂâÂÂâÂÂResponsible 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
âÂÂâÂÂâÂÂâÂÂâÂÂâÂÂâÂÂTo maintain the Hygiene
Proper QC and issuance of premium collected. Proactive in handling claims.
âÂÂâÂÂâÂÂâÂÂâÂÂâÂÂâÂÂResponsible 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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