Senior Relationship Manager Corporate Business - Direct

1. Management of corporate group - direct business

Develop action plan for team to drive sales through market mapping and acquisition of corporate clients, ensuring achievement of defined topline/ bottom-line targets for team

Identify business opportunities/ corporate clients to target e.g. large accounts, for driving sales and generating revenue for the business

Support team in creating appropriate deals for existing/ new clients and managing the relationship effectively to ensure client acquisition, engagement and retention

Discuss upsell / cross-sell opportunities with clients to drive growth of business conducted and revenue generated

Maintain quality of product portfolios to ensure portfolios offered meet clients requirements as well as generate product/ LOB wise revenue to achieve defined targets

Analyze the P&L on monthly basis for loss minimization and for balancing the portfolio

2. Capability development

Identify clients requirements/ evolving market environment and identify gaps in various business processes/ operations to drive improvements required to drive revenue target

Review various policies to check alignment with client s requirements and recommend revisions in existing products/ development of new products accordingly

Maintain in depth understanding of market, developments across various sectors and BAGIC s various products to have informed discussions with clients while pitching to them for business/ discussing other business matters

3. Relationship management:

Drive renewals through maintaining servicing standards and provide competitive pricing

Preparing Gap analysis for all the clients by analyzing policy copies of the competitors

Identify right set of clients for driving business through direct channel in west zone and build/ manage relationship with key stakeholders from their end to discuss the requirements and offer product portfolio accordingly

interact with all existing corporate clients in order to explore cross sell opportunities thereby ensuring generation of maximum revenue

Engage with clients to enhance visibility and increase engagement with the ultimate aim of converting into business

4. Team management :

Participate in selection procedure to identify and hire right talent and also formulate a second in line for the team

Set objectives, conduct reviews and close appraisal process for team as per timelines

Drive monthly reviews with team members and weekly reviews with direct reports to keep a check on overall team s performance

Monitoring new Client acquisition on a weekly basis

Mentoring and guiding the Team