Senior Relationship Manager

Sr. Relationship Manager

Description

1. Business planning for Surety Bond – Location Name

• Conducting monthly meetings with teams for business plan & provide them with inputs to achieve agreed topline & business mix.
• Design & recommend local R&R, contests to drive business, with reporting authority.
• Drive business performance of Location Name region in alignment with business plan of Retail vertical to deliver defined business targets for Location region.
• Conduct meetings & do joint field calls with intermediaries for increasing the intermediaries’ wallet share & business mix with profitability focus.
• Plan & deliver training (product & insurance basics) to enhance technical capabilities of team to ensure they are equipped to drive business with intermediaries.

2. Intermediaries management

• Support intermediaries by recommending focus areas/ target segments and guide them to maximize revenue generated for BAGIC
• Run campaigns/ trainings/ league programs for intermediaries in his zone to develop their knowledge of specialized/ futuristic products ( like cyber and home etc.) and enhance their sales capabilities
• Identify IMD’s based on their business & drive business planning with low performing IMD’s along with assigned sales executives / managers for alignment & focus
• Conduct joint field calls with intermediaries to support them in closing business.

Interact & Hire new prospects in given geography for increasing the wallet share & drive Surety Bond Business

Skills Required

Agency Sales, Relationship Management

Education/Qualification

None

Desirable Skills

None