Relationship Manager Corporate Business - Broking Bajaj Allianz Life insurance

Relationship Manager Corporate Business - Broking

Description

1. Broker Management

• Execute the annual plan for the assigned geography through the assigned broker by way of acquiring new business or servicing existing business.
• Collaborate with the broker to understand the need of the client and suggesting solution that is profitable as well as of the highest benefit to the brokers client.
• Provide feedback to help customize reward plans or schemes that help drive business from a broker.
• Coordinate and liaison for implementation of brokers meet or similar platforms to closely engage with brokers and keep them interested in what the organization has to offer.  

2. Internal Operation

• Actively involved in the leg work right from receipt of RFQ to providing the best quote to the broker.
• Ensure invoicing, inwarding, policy issuance, dispatch are done as per agreed timelines.
• Co-ordinate for implementation of the rewards plan or scheme as well as ensure timely and correct brokerage payout.
• Actively involved in the leg work for best representation of a deal to the underwriters for the best quote
• Resolve service issues in the best possible manner in coordination with cross functional team/s.

3. Portfolio Management

• Broker wise portfolio analysis to present segment growth/edgrowth, profitable opportunities and risk levels.
• Monitor and provide periodical MIS on market share at brokers, LOB mix, growth, etc.
• Implement annual plan on effective portfolio allocation at each broker to drive profitability

Skills Required

broker management, Portfolio Management, Client Acquisition

Education/Qualification

Graduation/PG

Desirable Skills

None