Cluster Relationship Manager

Niva Bupa Health Insurance

Bengaluru

On-site

INR 800,000 - 1,200,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Niva Bupa Health Insurance seeks a Cluster Relationship Manager to enhance customer service and operational strategies across the region. The ideal candidate will drive performance metrics and build strong relationships with partners, ensuring high productivity and revenue growth. This mid-senior level position requires a skilled professional with significant experience in the insurance sector, capable of leading teams and implementing effective strategies.

Qualifications

6-8 years of experience in Life/General Insurance, Bancassurance, or Wealth Advisory.
Proven experience in customer service and operational strategy.

Responsibilities

Identify improvement opportunities in customer service and claims.
Facilitate implementation of distribution strategy.

Skills

Relationship Management

Operational Strategy

Team Leadership

Education

Graduate/Post graduate degree; preferably MBA

Job description

Join to apply for the Cluster Relationship Manager role at Niva Bupa Health Insurance

Get AI-powered advice on this job and more exclusive features.

JOB PROFILE

Position Cluster Relationship Manager Location Pan India

Reporting Mgr. Name - Zonal Head Department Bancassurance

Reporting Mgr. Designation Zonal Head Offered Grade

M7

Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare”

Our Values

Commitment 2. Innovation 3. Empathy 4. Collaboration 5. Transparency

Proficiency Level (Please Tick)

L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR

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. ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com

Key Roles & Responsibilities

Primary Role Description: -

Key Roles & Responsibilities

Identify opportunities of improvement across customer service, underwriting and claims Ensure robust MIS architecture (Pre sales/ Post sales) Co-create operational strategy for the region in alignment with the distribution strategy Facilitate implementation in line with company’s distribution strategy; assist in building relationship in the region; review performance periodically & engage with the partner, assist in establishing specifications of operations: collaborate with operations & other functions, establish operations: monitor & recommend continuation / discontinuation of products, thereby build revenue and profitability. Build common agenda & scorecard with the key team members of the region; review performance & engage with key management of the partner in the region to address deviations from the plan in order to realize potential sales. Interact with region’s key management members on frequent basis; follow the engagement matrix; take business review initiatives along with partner & build review mechanisms; handle escalated issues; supervise; responsible for closure of grievance in order to ensure smooth functioning & high productivity in the region & continuous improvement in revenues through the relationship. Suggest reward & recognition platforms for bank partner’s employees. Lead in implementation and monitoring of R&R activities; monitor performance of sales promotions; encourage reapplications of good promotions in order to maximize the utilization of marketing spends to increase revenues Collaborate with the training department to deploy programs to achieve & exceed training standards; support the training team in identification & certification of trainers & the delivery of training man days as per standards in order to build capacity. Lead the plan for recruitment & retention of the sales force in the region; lead in implementing Rewards & recognition activities for the region; role model required leadership competencies & coach subordinate sin order to develop a robust sales force for building the pipeline within the relationship & realize potential sales from partner in the cluster. Key Measures of Performance

GWP – new

GWP - renewal Compliance & Audit adherence Claim

Key Requirements – Education & Certificates

A Graduate/Post graduate degree holder in any discipline; preferably MBA

Key Requirements - Experience & Skills

6-8 Years of experience in Life Insurance/ General Insurance (Bancassurance only)/ Relationship Management/ Investment & Wealth Advisory (Banks)

Key Functional Competencies

Functional competency Beginner Intermediate Expert

NBHI Core Competencies

Behavioral Competency

Behavioral competency Beginner Intermediate Expert

Targets/ KRA/ KPI (Tentative Business Nos./ Goals, Measure of Success & Weightages)

Goals Measures of Success Weightage

Company MOS Defined as per Company Policy Defined as per Company Policy

Functional Hierarchy/ Reporting Matrix

Hiring Manager has to inform the TA Team about the Reporting manager’s grade and the candidate’s grade. (Reporting Manager and Prospective New Hire Grade to be clearly mentioned below)

M1

M2

M3

M4

M5

M6

M7

M8

M9

Seniority level