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Relationship Manager - Key Partnership Group
Jalgaon, 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.
- 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
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