07 Sep
|
Skywings Advisors
|
Udupi
07 Sep
Skywings Advisors
Udupi
Business Development & Sales
Identify, onboard, and manage relationships with lending institutions (banks, NBFCs, MFIs, fintechs) for Credit Life business.
Achieve assigned sales and revenue targets for the Credit Life channel.
Develop and implement strategies to maximize penetration of Credit Life insurance across partner portfolios.
Monitor and analyze partner performance and drive initiatives to improve business outcomes.
Partner Relationship Management
Act as the primary point of contact for channel partners.
Conduct periodic business reviews and jointly plan sales and operational strategies.
Collaborate with partners to integrate Credit Life offerings into their lending processes and systems.
Operations & Process Management
Coordinate with underwriting, operations, claims, and technology teams to ensure smooth policy issuance and servicing.
Ensure timely resolution of partner and customer queries.
Monitor persistency and claims ratios, ensuring compliance with company and regulatory standards.
Compliance & Governance
Ensure all sales and operational activities adhere to IRDAI and internal compliance guidelines.
Maintain proper documentation, audit trails, and partner agreements.
Train partner staff on product features, regulatory requirements, and sales processes.
Product & Market Intelligence
Work with the product and actuarial teams to develop tailored Credit Life products for different partner segments.
Stay updated on competitor offerings, industry trends, and regulatory developments.
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🏢 Skywings Advisors
📍 Udupi