Verified Job
Accounting - Finance
Relationship Manager
Accounting - Finance
#272058
Remote / WFH
Job Description
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
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
