Assistant Relationship Manager

Niva Bupa Health Insurance; Thrissur; On-site; INR 450,000 - 600,000; Full time

Job summary

A leading health insurance company in Thrissur seeks an Assistant Relationship Manager to manage regional sales through Bancassurance partners. The ideal candidate will have 2–5 years of experience in life or general insurance, and a graduate degree. Responsibilities include driving sales, supporting the bank's sales team, and ensuring high-quality service delivery. The position requires strong convincing skills, an understanding of insurance products, and a focus on customer service. This role offers an opportunity to contribute to a dynamic team in a growing sector.

Qualifications

• 2–5 years of experience in Life / General Insurance Bancassurance or relationship management.
• Strong skills in convincing and product knowledge.
• Ability to work in a team and to solve problems.

Responsibilities

• Manage regional sales through Bancassurance partner.
• Achieve assigned annual targets by driving sales across all customer segments.
• Support bank's sales force with joint sales calls to generate leads.
• Engage in branch customer awareness programmes and maximize opportunities to bundle health insurance propositions.

Skills

Convincing Skills

Product/Insurance Knowledge

Continuous Learning

Technology Proficiency

Team Work

Problem Solving & Analytical Skills

Compliance & Regulatory Knowledge

Customer Focus

Education

Graduate degree in any discipline

Job description

Our 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 instills confidence and puts control back in their hands – just the way they want every moment of their life to be.

Our 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 (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialised healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal – we are one of the fastest growing stand‑alone health insurers in the country with a current employee strength of 7000+ and a growth rate of 154% since FY20. We are a fully integrated health insurance provider with in‑house claims processing, underwriting and servicing. Our goal is to achieve more than 10 000 Cr GWP by 2027, and we require goal‑oriented individuals to be part of this exciting journey.

Equal Opportunity Statement

Niva Bupa is a certified Great Place to Work for the 3rd year running and aims to become one of the best workplaces in the BFSI industry. We are an Equal Opportunity Employer committed to diversity within our workforce and encourage all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa, 12% of our team in handling roles are led by women, and we welcome specially‑abled professionals to join our team.

Job Profile

Position: Assistant Relationship Manager
Location: Trisshur
Reports to: Area Manager
Category: Institutional Sales
Level: Senior Executive

Key Roles & Responsibilities

• The job holder is a key member of a team responsible for managing the Niva Bupa regional sales through the Bancassurance partner. The holder works 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 targets for the branch by driving sales across all customer segments – business mix in terms of blended premium and number of cases. Key duties include:
  • Maintaining cordial relationships across all ranks of the branch and resolving escalations within TATs.
  • Supporting the bank’s sales force in various activities: joint sales calls to generate leads, updating the branch manager on accurate records of referrals, adhering to TATs on first customer contact and follow‑ups from the date a lead is registered, servicing branch customers for any query.
  • Providing regular product training/refresher to the sales force of the branch.
  • Ensuring activation of the bank’s sales force on a weekly, fortnightly, and monthly basis.
  • Driving productivity by right advising of health insurance solutions.
  • Measuring penetration across relationship managers, client base/branch base.
  • Updating the MBHI lead management system.
  • Engaging in branch customer awareness programmes and exploring every possible opportunity to bundle the health insurance proposition.
  • Creating mindshare across branch leadership team.
  • Driving effectively the reward and recognition programmes launched for the bank staff.

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 only. Relationship management / investment & wealth advisory (Banks).

Key Functional Competencies

• Convincing Skills – Yes
• Product/Insurance Knowledge – Yes
• Continuous Learning – Yes
• Technology Proficiency – Yes
• Team Work – Yes
• Problem Solving & Analytical Skills – Yes
• Compliance & Regulatory Knowledge – Yes
• Customer Focus – Yes

Special Differentiating Responsibilities

• Managing 3 branches.
• Focusing higher segment penetration.
• First in the industry concept.
• Propensity Lead support from HO.

Behavioral Competency

• Strategic Mindset – Yes
• Entrepreneurship – Yes
• Execution Excellence – Yes
• Building High Performing Teams – Yes