Job Description
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
2.00-4.00 Years
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
2.00-4.00 Years
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Key Partnership Group position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
