Relationship Manager

6 days ago


Kolkata, West Bengal, India tataaiggen Full time ₹ 6,00,000 - ₹ 12,00,000 per year
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



  • Relationship Manager

    17 hours ago


    Kolkata, West Bengal, India Dreams Solution Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    SUMMARY 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...


  • Kolkata, West Bengal, India Creative Prism Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company 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...


  • Kolkata, West Bengal, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company 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

    18 hours ago


    Kolkata, West Bengal, India Tata Capital Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    About 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

    2 weeks ago


    Kolkata, West Bengal, India Bajaj Allianz General Insurance Full time

    Job DescriptionCompany DescriptionBajaj Allianz General Insurance Limited, a joint venture between Bajaj Finserv Limited and Allianz SE, offers a comprehensive range of insurance products including health, car, bike, pet, travel, home, cyber and crop insurance. Known for its #CaringlyYours ethos, the company aims to provide emotionally engaging services to...


  • Kolkata, West Bengal, India Apna HR Full time ₹ 3,60,000 per year

    Position 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

    15 hours ago


    Kolkata, West Bengal, India Onex Solutions Pvt Ltd Full time ₹ 20,69,112 per year

    Position 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

    18 hours ago


    Kolkata, West Bengal, India Indusind Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job 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

    4 weeks ago


    Kolkata, West Bengal, India Tekpillar Full time

    Job Summary The Relationship Manager is responsible for maintaining strong client relationships addressing customer needs and identifying opportunities to grow business This role focuses on client satisfaction and long-term partnership development Key Responsibilities - Discover and pursue new partnership avenues to enhance market presence - Meet sales...

  • Relationship Manager

    3 weeks ago


    Kolkata, West Bengal, India Tata AIA Life Insurance Full time

    Job DescriptionA Position Overview- Position Title - Senior Relationship Manager - Virtual Bancassurance HDFC- Function - Partnership Distribution- Department - Virtual Bancassurance HDFC- Level/ Band - Executive- Grade - 209- Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsB...