Sales Manager - Retail Broking

Position Description :

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

Technology Known : Basic Excel

Behavioral Traits Required :

Skills Required

Basic Excel