Verified Job
Accounting - Finance
Relationship Manager Corporate Business - Direct
Accounting - Finance
#495283
Remote / WFH
Job Description
Job description
Management of corporate group - direct business
ﾷ Develop action plan for team to drive sales through market mapping and acquisition of corporate clients, ensuring achievement of defined topline/ bottom-line targets for team
ﾷ Identify business opportunities/ corporate clients to target e.g. large accounts, for driving sales and generating revenue for the business
ﾷ Support team in creating appropriate deals for existing/ new clients and managing the relationship effectively to ensure client acquisition, engagement and retention
ﾷ Discuss upsell / cross-sell opportunities with clients to drive growth of business conducted and revenue generated
ﾷ Maintain quality of product portfolios to ensure portfolios offered meet clients’ requirements as well as generate product/ LOB wise revenue to achieve defined targets
ﾷ Maintain targeted growth over Last year base in preferred LoBs- namely: Property, Marine,Liability and Engineering
ﾷ Analyze the P&L on monthly basis for loss minimization and for balancing the portfolio
• Capability development
ﾷ Identify clients’ requirements/ evolving market environment and identify gaps in various business processes/ operations to drive improvements required to drive revenue target
ﾷ Review various policies to check alignment with client’s requirements and recommend revisions in existing products/ development of new products accordingly
ﾷ Maintain in depth understanding of market, developments across various sectors and organization’s various products to have informed discussions with clients while pitching to them for business/ discussing other business matters
• Relationship management:
ﾷ Drive renewals through maintaining servicing standards and provide competitive pricing
ﾷ Preparing Gap analysis for all the clients by analyzing policy copies of the competitors
ﾷ Identify right set of clients for driving business through direct channel in west zone and build/ manage relationship with key stakeholders from their end to discuss the requirements and offer product portfolio accordingly
ﾷ interact with all existing corporate clients in order to explore cross sell opportunities thereby ensuring generation of maximum revenue
ﾷ Engage with clients to enhance visibility and increase engagement with the ultimate aim of converting into business
Management of corporate group - direct business
ﾷ Develop action plan for team to drive sales through market mapping and acquisition of corporate clients, ensuring achievement of defined topline/ bottom-line targets for team
ﾷ Identify business opportunities/ corporate clients to target e.g. large accounts, for driving sales and generating revenue for the business
ﾷ Support team in creating appropriate deals for existing/ new clients and managing the relationship effectively to ensure client acquisition, engagement and retention
ﾷ Discuss upsell / cross-sell opportunities with clients to drive growth of business conducted and revenue generated
ﾷ Maintain quality of product portfolios to ensure portfolios offered meet clients’ requirements as well as generate product/ LOB wise revenue to achieve defined targets
ﾷ Maintain targeted growth over Last year base in preferred LoBs- namely: Property, Marine,Liability and Engineering
ﾷ Analyze the P&L on monthly basis for loss minimization and for balancing the portfolio
• Capability development
ﾷ Identify clients’ requirements/ evolving market environment and identify gaps in various business processes/ operations to drive improvements required to drive revenue target
ﾷ Review various policies to check alignment with client’s requirements and recommend revisions in existing products/ development of new products accordingly
ﾷ Maintain in depth understanding of market, developments across various sectors and organization’s various products to have informed discussions with clients while pitching to them for business/ discussing other business matters
• Relationship management:
ﾷ Drive renewals through maintaining servicing standards and provide competitive pricing
ﾷ Preparing Gap analysis for all the clients by analyzing policy copies of the competitors
ﾷ Identify right set of clients for driving business through direct channel in west zone and build/ manage relationship with key stakeholders from their end to discuss the requirements and offer product portfolio accordingly
ﾷ interact with all existing corporate clients in order to explore cross sell opportunities thereby ensuring generation of maximum revenue
ﾷ Engage with clients to enhance visibility and increase engagement with the ultimate aim of converting into business
