Relationship Manager
1 week ago
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.
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
2 years of experience in Insurance / Financial sector
EducationGraduate of any discipline
-
Relationship Manager
3 days ago
Kolkata, West Bengal, India Dreams Solution Full time ₹ 10,00,000 - ₹ 20,00,000 per yearSUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...
-
Relationship Manager
5 days ago
Kolkata, West Bengal, India Creative Prism Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionSquare One Interior is dedicated to creating places that inspire and elevate lives by combining creativity and functionality. Our team of interior designers specializes in crafting customized homes that reflect your unique tastes and lifestyle. We focus on delivering personalized design solutions that seamlessly blend aesthetics and...
-
Relationship Manager
3 days ago
Kolkata, West Bengal, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionFounded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for...
-
Relationship Manager
3 days ago
Kolkata, West Bengal, India Tata Capital Full time ₹ 1,04,000 - ₹ 1,30,878 per yearAbout The Role Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business...
-
Relationship Manager
7 days ago
Kolkata, West Bengal, India Dream Solution Indore Full time ₹ 15,00,000 - ₹ 25,00,000 per yearDesignation - Relationship Manager Corporate BankingGrade - Manager / Senior Manager / AVPReporting to- Head - Corporate BankingJob SummaryTo initiate, develop, strengthen and maintain new and existing relationships with the corporate customers and generate business / revenues.Detailed ResponsibilitiesGetting/maintaining new corporate relationships for the...
-
Relationship Manager
3 days ago
Kolkata, West Bengal, India Onex Solutions Pvt Ltd Full time ₹ 20,69,112 per yearPosition Overview : OneX Solutions is a leading advertising and marketing company, committed to delivering exceptional value to our clients. We specialize in digital services, and we're passionate about fostering long-term, trust-based relationships with our customers. We're looking for an experienced and client-focused Relationship Manager to join our...
-
Relationship Manager
3 days ago
Kolkata, West Bengal, India Apna HR Full time ₹ 3,60,000 per yearPosition Overview : OneX Solutions is a leading advertising and marketing company, committed to delivering exceptional value to our clients. We specialize in digital services, and we're passionate about fostering long-term, trust-based relationships with our customers. We're looking for an experienced and client-focused Relationship Manager to join our...
-
Relationship Manager
3 days ago
Kolkata, West Bengal, India Indusind Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob descriptionAbout the Role:The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.Key Responsibilities:Provide financial...
-
Relationship Manager
2 days ago
Kolkata, West Bengal, India Sportism Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Role - The key areas of responsibilities are as follows:1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the AMC across MF / PMS / AIF.2. Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required...
-
Relationship Manager
1 day ago
Kolkata, West Bengal, India Incred Capital Full timeResponsibilities:* Manage client portfolios* Build strong relationships with clients* Provide investment advice* Meet revenue targets
