Employee

Role -Relationship Manager B2B (Senior Manager) - FIG Sales Support(L4), Kotak Tower (Mumbai HO)

Education and Experience -

Graduate, with 5 years + of experience in life insurance industry

Job Responsibilities -

Working with Channel Partners of Financial Institution Group. Key Responsibility to achieve Monthly & Annual Targets, agreed by Channel Partner & KLI.

Frequent Meetings with Channel Partners to plan and track Monthly Numbers.

Developing & maintaining relationship with all the concerned teams of the Channel partner in HO to ensure smooth flow and growth of business

Maintaining trackers of Business, Provide regular trainings to Sales Team & Solve their queries regarding Product & Sourcing New Business.

Monthly Analysis, suggestions & Sharing reports to KLI & Channel Partners. Resulting Growth in MOM Numbers.

Improving Current Processes & TAT's by innovative approaches.

Projections like expected Logins / Conversions, Daily Logins report to concern Channel Partners. Coordination with Operations, Underwriting, Claims, Actuarial. Coordination with Legal, Compliance, Marketing, Product Team of KLI as well as Channel Partners.

Skills -

1. Good with Excel & PowerPoint Presentation and have strong Analytical Skills.

2. Coordination with Operations, Underwriting, Claims, Actuarial. Coordination with Legal, Compliance, Marketing, Product Team of KLI as well as Channel Partners and share various reports.

3. Maintaining trackers of Claims, Pending cases for Issuance, Refund & Cancelations

4. Monthly Analysis of Business MIS's, suggestions & Sharing reports to KLI & Channel Partners.

5. Improving Current Processes & TAT's by innovative approaches.

Full time