Relationship Manager

4 days ago

Ranchi, Jharkhand, India Bajaj Allianz Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Relationship Manager

Description
  1. 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 BAGIC
  • 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 BAGIC 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 BAGIC 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
Skills Required

Agency Sales, Relationship Management, sales

Education/Qualification

None

Desirable Skills

None

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