Relationship Associate

Niva Bupa Health Insurance; Hyderabad; On-site; INR 300,000 - 500,000; Full time

Job summary

Niva Bupa Health Insurance is seeking a Relationship Associate in Hyderabad to manage regional sales through Bancassurance partners. The role involves driving sales, maintaining relationships, and providing training to bank staff.

The ideal candidate should hold a graduate degree and preferably have experience in the insurance sector. This position offers opportunities to engage with branch management and enhance customer awareness regarding health insurance solutions.

Qualifications

• Graduate degree holder in any discipline.
• 0-2 years of experience, preferably in Life / General Insurance Bancassurance.
• Skills in Relationship Management or wealth advisory.

Responsibilities

• Achieve assigned annual target of the branch by driving sales.
• Maintain cordial relationships and resolve escalations.
• Support bank’s sales force and provide product training.
• Engage in branch customer awareness programs.

Skills

Relationship Management

Sales

Customer Service

Education

Graduate degree in any discipline

Job description

Position

Relationship Associate

Location

Hyderabad

Reports to

CRM/Area Manager

Category

Institutional Sales

Level

Executive

Role Summary

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.

Key Responsibilities

• Achieve assigned annual target of the branch by driving sales across all customer segments – business mix in terms of blended premium & number of cases.
• Maintain cordial relationship 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, adhere to TATs on first customer contact & 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.
• 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

• 0‑2 years of experience, preferably in Life / General Insurance Bancassurance only.
• Relationship Management/Investment & Wealth Advisory (Banks) or freshers.

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

Equal Opportunity Employer 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.