Relationship Manager

3 days ago

Chandigarh India Bajaj General Insurance Full time

Job Description - Execution - Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. - Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. - Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required - Resolve operational issues faced by the partners to ensure smooth experience while working with Bajaj general Insurance - Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team - Service Orientation - Schedule meetings with prospective banking clients and brief them about Bajaj general Insurance products/ offer them lucrative products in coordination with the Vertical Head - Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from Bajaj general Insurance portfolio, assess profitability & viability assessment of partnership - New Acquisition Banking Partners - Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. - Assist banking partners in pitching product to crucial customers & driving sales closure for the same. - Identify cross sell opportunities for existing customers - Relationship Management - Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business - Conduct trainings at the branch for all banking partners around regulatory guidelines and products. - Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

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