Relationship Manager

Relationship Manager - Key Partnership Group

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

1. Responsible for Achieving overall Gross Written Premium

   • Team Management.

   • Channel Relationship.
   • Visit Branches
   • Conduct Meetings
   • Regular training of Bank employees regarding TAGIC Products
2. To maintain Renewal of Business
   • Timely follow up with the clients.
   • Tracking religiously in first week of every month.
   • Driving Bank for retention first.
3. 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 settlements

External:

• Banks and NBFCs
• End customers

Experience

2 years of experience in Insurance / Financial sector

Education

Graduate of any discipline

Experience Level

Mid Level