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Relationship Manager - Key Partnership Group (Rohtak, Rohtak, IN)

TATA AIG · Rohtak, India · Onsite

  • Professional
  • Office in Rohtak
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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

  1. Responsible for Achieving overall Gross Written Premium

    • Team Management.

    • Channel Relationship.
    • Visit Branches
    • Conduct Meetings
    • Regular training of Bank employees regarding TAGIC Products
  2. To maintain Renewal of Business
    • Timely follow up with the clients.
    • Tracking religiously in first week of every month.
    • Driving Bank for retention first.
  3. 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