A Relationship Manager (Broking) is primarily responsible for managing relationships specifically for brokers and driving business through them.
Scope of work:
- Achieve monthly topline targets
- Ensure diversification of portfolio into the motor, non-motor, health products
- Recruitment of and relationship management with brokers as per target set
- Ensure month on month activation of brokers as per targets set
- Managing daily reports and MIS pertaining to the branch
- Monitoring daily receipts, payment and other bank transactions
- Processing onboarding requests
- Policy issuance/Cancellation/endorsement
- Resolve the discrepancies raised by the Underwriter and issue policies at branch level.
- Coordinate with brokers and agents for policy issuance
- Analysing and resolving the rejections of policy related issues
- Handling reconciliation
- Closely monitoring open receipts and recoveries and closing them on time
- Handle other operational work
Professional Experience: 2-6 years; GI Experience in agency or broking