Senior Relationship Manager

1 week ago

Kolkata Manisquare, India Bajaj Allianz Life Insurance Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Senior Relationship Manager-Corporate Speciality Group

Description

1. Broker Management

ᄃ Execute the annual plan for the assigned geography through the assigned broker by way of acquiring new business or servicing existing business.

ᄃ Collaborate with the broker to understand the need of the client and suggesting solution that is profitable as well as of the highest benefit to the brokers client.

ᄃ Provide feedback to help customize reward plans or schemes that help drive business from a broker.

ᄃ Coordinate and liaison for implementation of brokers meet or similar platforms to closely engage with brokers and keep them interested in what company has to offer.

2. Internal Operation

ᄃ Actively involved in the leg work right from receipt of RFQ to providing the best quote to the broker.

ᄃ Ensure invoicing, inwarding, policy issuance, dispatch are done as per agreed timelines.

ᄃ Co-ordinate for implementation of the rewards plan or scheme as well as ensure timely and correct brokerage payout.

ᄃ Actively involved in the leg work for best representation of a deal to the underwriters for the best quote

ᄃ Resolve service issues in the best possible manner in coordination with cross functional team/s.

3. Portfolio Management

ᄃ Broker wise portfolio analysis to present segment growth/edgrowth, profitable opportunities and risk levels.

ᄃ Monitor and provide periodical MIS on market share at brokers, LOB mix, growth, etc.

ᄃ Implement annual plan on effective portfolio allocation at each broker to drive profitability

Skills Required

Corporate Sales, Sales

Education/Qualification

Graduation

Desirable Skills

None

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