Assistant Relationship Manager

Niva Bupa Health Insurance; Hyderabad; On-site; INR 500,000 - 700,000; Full time

Job summary

Niva Bupa Health Insurance is looking for an Assistant Relationship Manager to enhance regional sales through Bancassurance. The ideal candidate will manage relationships with bank branches to achieve annual targets effectively.

We seek a graduate with 2-5 years of experience in Life/General Insurance and strong competencies in engaging customers and teamwork. Candidates with a strategic mindset and problem-solving skills will excel in this role.

Qualifications

• 2-5 years in Life/General Insurance Bancassurance, Relationship Management, Investment & Wealth Advisory.
• Strong convincing skills and customer focus.
• Proficient in technology and compliance knowledge.

Responsibilities

• Manage relationship with Bancassurance partner and improve sales.
• Achieve the annual target by collaborating with branch managers.
• Conduct joint sales calls and training for sales force.

Skills

Convincing Skills

Product/Insurance Knowledge

Continuous Learning

Technology Proficiency

Team Work

Problem Solving & Analytical Skills

Compliance & Regulatory Knowledge

Customer Focus

Education

Graduate degree holder in any discipline

Job description

Assistant Relationship Manager

Location: Karaikudi, Tamil Nadu

Reports to: Area Manager

Category: Institutional Sales

Level: Senior Executive

Responsibilities

• The job holder is a key member of a team responsible for managing the Niva Bupa regional sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries.
• Achieve assigned annual target of the branch by driving sales across all customer segments.
  • Business mix in terms of blended premium & number of cases.
  • Maintain cordial relationship across all ranks of the branch and resolve escalations within TATs.
  • Support bank’s sales force in terms of various activities such as:
  • Joint sales calls to generate leads.
  • Update branch manager on accurate records of referrals received from all constituents of the branch.
  • Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered.
  • Service branch customers for any query.
  • Regular product training / refresher to the sales force of the branch.
  • Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis.
  • Drive productivity by right advising of health insurance solutions.
  • Measure penetration across relationship manager, client base / branch base.
  • Update MBHI lead management system.
  • Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition.
  • Create mindshare across branch leadership team.
  • Drive effectively the reward and recognition programs launched for the bank staff.
• Special Differentiating Responsibilities:
  • Managing 3 branches.
  • Focusing higher segment penetration.
  • First in the industry concept.
  • Propensity Lead support from HO.

Qualifications

• Education: Graduate degree holder in any discipline.
• Experience: 2-5 years in Life/General Insurance Bancassurance, Relationship Management, Investment & Wealth Advisory (Banks).
• Functional Competencies:
  • Convincing Skills
  • Product/Insurance Knowledge
  • Continuous Learning
  • Technology Proficiency
  • Team Work
  • Problem Solving & Analytical Skills
  • Compliance & Regulatory Knowledge
  • Customer Focus
• Behavioral Competencies:
  • Strategic Mindset
  • Entrepreneurship
  • Execution Excellence
  • Building High Performing Teams

Equal Opportunity Statement

Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially‑abled professionals to join our team.