Position Description:
A Relationship Manager (Broking) is primarily responsible for managingrelationships 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 withbrokers as per target set
* Ensure month on month activation of brokers as pertargets set
* Managing daily reports and MIS pertaining to thebranch
* Monitoring daily receipts, payment and other banktransactions
* Processing onboarding requests
* Policy issuance/Cancellation/endorsement
* Resolve the discrepancies raised by the Underwriterand issue policies at branch level.
* Coordinate with brokers and agents for policyissuance
* Analysing and resolving the rejections of policyrelated issues
* Handling reconciliation
* Closely monitoring open receipts and recoveries andclosing them on time
* Handle other operational work
Professional Experience: 2-6 years; GI Experience in agency or broking
Technology Known: Basic Excel
Behavioral Traits Required:
* Interpersonal Skill
* Communicational Skills
* Negotiation Skills
* Proactiveness
* Assertiveness
* Flexible and supportive when situations demands