Assistant Relationship Manager

Niva Bupa Health Insurance; Udaipur District; On-site; INR 420,000 - 640,000; Full time

Job summary

Niva Bupa Health Insurance is seeking an Assistant Relationship Manager to drive regional sales through Bancassurance channels in the North Zone. The role reports to the Area Manager and requires building strong relationships with branch managers, customer service teams, and bank staff to deliver high-value health insurance solutions.

The ideal candidate holds a graduate degree and 2-3 years of experience in life/general insurance bancassurance.

Qualifications

• Graduate degree in any discipline.
• 2-3 years of experience in Life/General Insurance Bancassurance or related bank sales.

Responsibilities

• Manage Niva Bupa regional sales through Bancassurance partners and collaborate with branch managers and customer service.
• Drive annual branch targets by optimizing sales across customer segments and maintaining branch relationships.
• Provide regular product training and support to branch sales teams; ensure timely referrals and follow-ups; maintain branch records.

Skills

Relationship management

Bancassurance

Life/General Insurance

Customer focus

Channel sales

Education

Graduate degree

Job description

JOB PROFILE

Position: Assistant Relationship Manager

Location: North Zone

Reports to: Area Manager

Category: Institutional Sales

Reporting: Area Manager

Level: Senior Executive

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 instils 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 specialized 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it.

Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry.

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.

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 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 & no. of cases. Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs
• Support bank’s sales force in terms of various activities like
• 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

Key Requirements – Education & Certificates

• A graduate degree holder in any discipline

Key Requirements - Experience & Skills

• 2-3 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: Comments if Any

Comments if Any/ Add. Comp. Comments if Any/ Additional Functional Competency