Job Description
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.
• Responsible for getting new Business.
• New LOBs, New product customized for Banking products. Stakeholder interfaces
Internal clients
• 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 clients
• Banks and NBFCs
• End customers Experience
Education
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.
• Responsible for getting new Business.
• New LOBs, New product customized for Banking products. Stakeholder interfaces
Internal clients
• 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 clients
• Banks and NBFCs
• End customers Experience
Education
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.
