Cluster Relationship Manager

Niva Bupa Health Insurance; Coimbatore District; On-site; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

Diversity and Inclusion initiatives

Career growth opportunities

Training programs

Job summary

A leading health insurance provider in Coimbatore is seeking a Cluster Relationship Manager who will focus on enhancing customer engagement and driving sales strategies. The role demands 6-8 years of experience in insurance or relationship management, ideally within bancassurance. Key responsibilities include identifying service improvement opportunities, collaborating on operational strategies, and leading recruitment efforts. The ideal candidate will possess strong relationship management skills and a customer-centric approach to achieve business growth goals.

Qualifications

• 6-8 years of experience in life/general insurance or relationship management.
• Proven track record in bancassurance or investment advisory roles.

Responsibilities

• Identify customer service improvement opportunities.
• Collaborate on operational strategy for the region.
• Monitor performance and recommend product adjustments.
• Engage with management to resolve issues and improve productivity.
• Lead training programs and recruitment for the sales force.

Skills

Relationship Management

Customer Service Improvement

Strategic Planning

Performance Monitoring

Education

Graduate/Post-graduate degree

MBA (preferable)

Job description

Job Profile

Position: Cluster Relationship Manager

Location: Coimbatore

Reporting Manager: Zonal Head

Department: Bancassurance

Grade: M7

Our Purpose: “to give every Indian the confidence to access the best healthcare”.

Our Values: Commitment, Innovation, Empathy, Collaboration, Transparency.

Proficiency Level (Choose one):

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

About Niva Bupa Health Insurance Company (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP 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 standalone health insurers in the country with a current employee strength of 7,000+ and a growth rate of 154% since FY 20. 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 growth journey.

Niva Bupa is certified Great Place to Work for the 3rd year running and aims to 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.

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 the company’s distribution strategy; assist in building relationships in the region; review performance periodically and engage partners to establish specifications of operations, collaborate with operations and other functions, monitor & recommend continuation/discontinuation of products, thereby building revenue and profitability.
• Build common agenda & scorecard with key team members of the region; review performance and engage partner management to address deviations from the plan to realize potential sales.
• Interact with key management members of the region frequently; follow the engagement matrix; take business review initiatives with partners and build review mechanisms; handle escalated issues, supervise, and close grievances to ensure smooth functioning, high productivity and continuous revenue improvement.
• Suggest reward & recognition platforms for bank partner employees.
• Lead implementation and monitoring of R&R activities; monitor performance of sales promotions; encourage re‑application of effective promotions to maximize marketing spend utilization.
• Collaborate with the training department to deploy programs to achieve and exceed training standards; support training teams in identifying and certifying trainers and delivering training man‑days to build capacity.
• Lead recruitment and retention plans for the sales force; implement rewards & recognition activities; role‑model leadership competencies and coach subordinates to develop a robust sales force for building the pipeline and realizing potential sales from partners.

Key Measures of Performance

• GWP – new
• GWP – renewal
• Compliance & audit adherence
• Claims – education & certificates

Qualifications

• A graduate/post‑graduate degree holder in any discipline; preferably MBA.
• 6‑8 years of experience in life insurance / general insurance (bancassurance only) / relationship management / investment & wealth advisory (banks).

Key Functional Competencies

• Beginner
• Intermediate
• Expert