Assistant Relationship Manager

Niva Bupa Health Insurance

Panaji

On-site

INR 400,000 - 600,000

Full time

14 days+

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Benefits offered by this job

Great Place to Work

Diversity and Inclusion Policies

Training and Development Opportunities

Job summary

Niva Bupa Health Insurance seeks an Assistant Relationship Manager in Goa to drive regional sales through Bancassurance partners. The ideal candidate will manage relationships, achieve sales targets, and collaborate with teams to ensure service excellence.

A graduate degree and 2-5 years of experience in Bancassurance or relationship management are required. This role offers a dynamic work environment focusing on customer engagement and sales productivity.

Qualifications

Graduate degree holder in any discipline.
2–5 years of experience, preferably in Life/General Insurance Bancassurance.
Experience in Relationship Management/Investment & Wealth Advisory is an advantage.

Responsibilities

Serve as a key member of the team managing Niva Bupa regional sales.
Collaborate closely with partner channel staff.
Achieve assigned annual targets for the branch.
Maintain cordial relationships within the branch and resolve escalations.
Service branch customers and provide product training.
Drive productivity by providing right-advised health insurance solutions.

Skills

Convincing skills

Product/Insurance Knowledge

Technology Proficiency

Problem Solving & Analytical Skills

Customer Focus

Education

Graduate degree in any discipline

Job description

Position

Assistant Relationship Manager

Location

West Zone

Reports to

Area Manager

Category

Institutional Sales

Level

Senior Executive

Purpose

At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands‑just the way they want every moment of their life to be.

Values

Commitment
Innovation
Empathy
Collaboration
Transparency

About Niva Bupa Health Insurance Company

Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP, a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of over 70 years. Niva Bupa has grown rapidly with a workforce of 7,000+ employees and a growth rate of 154% since FY20. We are a fully integrated health insurance provider with in‑house claims processing, underwriting, and servicing, aiming to achieve more than 10,000 Cr GWP by 2027.

Niva Bupa is a Great Place to Work for the third year running and an Equal Opportunity Employer committed to diversity and inclusion. Women currently lead 12% of our teams, and we welcome specially‑abled professionals.

Key Roles & Responsibilities

Serve as a key member of the team managing Niva Bupa regional sales through the Bancassurance partner.
Collaborate closely with partner channel staff, especially branch managers, customer service, and cross‑functional teams to ensure timely delivery of high‑quality services to Banca beneficiaries.
Achieve assigned annual targets for the branch by driving sales across all customer segments, focusing on blended premium and number of cases.
Maintain cordial relationships across all ranks within the branch and resolve escalations within defined TATs.
Support the bank’s sales force with joint sales calls, accurate record updates, and product training/refresher sessions.
Adhere to TATs for first customer contact and follow‑ups from the date a lead is registered.
Service branch customers on any query while providing regular product training to the branch sales force.
Ensure activation of the bank’s sales force on a weekly, fortnightly, and monthly basis.
Drive productivity by providing right‑advised health insurance solutions.
Measure penetration across relationship managers, client base, and branch base.
Update the MBHI lead management system.
Engage in branch customer awareness programmes and explore every opportunity to bundle the health insurance proposition.
Create mindshare across branch leadership teams.
Drive reward and recognition programmes launched for bank staff.
Manage three branches, focusing on higher segment penetration and industry‑leading concepts. Provide propensity lead support from the head office.

Key Requirements – Education & Certificates

A graduate degree holder in any discipline.

Key Requirements – Experience & Skills

2–5 years of experience, preferably in Life/General Insurance Bancassurance. Experience in Relationship Management/Investment & Wealth Advisory (Banks) is an advantage.

Functional Competencies