Relationship Associate

Niva Bupa Health Insurance; Coimbatore District; On-site; INR 300,000 - 450,000; Full time

Job summary

Niva Bupa Health Insurance in Coimbatore is looking for a Relationship Associate to manage sales through Bancassurance partners. The ideal candidate will help achieve sales targets, maintain customer relationships, and engage with branch managers effectively.

This role is suited for graduates with 0-2 years of experience in relationship management or Bancassurance. Join a diverse team at Niva Bupa and be a part of the growing health insurance sector.

Qualifications

• 0-2 years of experience in Bancassurance or freshers accepted.
• Experience in relationship management or investment advisory is preferred.

Responsibilities

• Achieve annual sales targets across customer segments.
• Maintain relationships and resolve escalations promptly.
• Support bank's sales force in generating leads and training.

Skills

Relationship management

Sales expertise

Health insurance knowledge

Client engagement

Education

Graduate degree in any discipline

Job description

Relationship Associate – Coimbatore / Pollachi

Position Title: Relationship Associate

Location: Coimbatore- Pollachi

Reports to: CRM/Area Manager

Category: Institutional Sales

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 a range of services that instill confidence and put control back in their hands.

Values

• Commitment
• Innovation
• Empathy
• Collaboration
• Transparency

About Niva Bupa Health Insurance Company

Niva Bupa Health Insurance Company Limited (formerly 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 current employee strength of 7000+ and 154% growth since FY20, the company is a fully integrated health insurer aiming to achieve more than 10,000 Cr GWP by 2027.

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 the assigned annual target of the branch by driving sales across all customer segments and maintaining a business mix in terms of blended premium and number of cases.
• Maintain cordial relationships across all ranks and files of the branch and resolve escalations within TATs.
• Support bank’s sales force in various activities such as joint sales calls to generate leads, update branch manager on accurate records of referrals received from all constituents of the branch, and adhere to the TATs on first customer contact and follow‑ups from the date the lead is registered.
• Service branch customers for any query, provide regular product training/refresher to the sales force of the branch, and ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis.
• Drive productivity by right‑advising health insurance solutions, measure penetration across relationship manager and client base, and update MBHI lead management system.
• Engage in branch customer awareness programs and explore every possible opportunity to bundle the health insurance proposition.
• Create mindshare across branch leadership team and 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

0–2 years of experience, preferably in Life/General Insurance Bancassurance only. Experience in relationship management, investment & wealth advisory (banks) or freshers acceptable.

Special Differentiating Responsibilities

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

Equal Opportunity Statement

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.