Relationship Manager - Key Partnership Group
Published date: 2024/01/10
- Location: Ambala, , Haryana, 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 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 Hygieneâ  â  â  â  â  â  â  Proper QC and issuance of premium collected.Proactive in handling claims.
â  â  â  â  â  â  â Â
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 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 Hygieneâ  â  â  â  â  â  â  Proper QC and issuance of premium collected.Proactive in handling claims.
â  â  â  â  â  â  â Â
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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