Relationship AssociateSurat

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

Job summary

Niva Bupa Health Insurance is seeking a Relationship Associate based in Mumbai to manage regional sales through Bancassurance partners. The role involves achieving sales targets across customer segments, maintaining relationships with bank staff, and providing product training. A graduate degree is required, along with 0-2 years of experience in insurance or banking. Join a diverse team with a commitment to equality and a supportive work environment.

Qualifications

• 0-2 years of experience, preferably in Life/General Insurance Bancassurance.
• Freshers with strong relationship management skills are welcome.

Responsibilities

• Manage sales through Bancassurance partners.
• Achieve annual sales targets across all customer segments.
• Provide regular product training to the bank's sales force.
• Engage in customer awareness programs at branches.

Skills

Convincing skills

Product/Insurance Knowledge

Technology Proficiency

Problem Solving & Analytical Skills

Customer Focus

Education

Graduate degree holder in any discipline

Job description

Relationship Associate

Location: West Zone
Reports to: CRM/Area Manager
Category: Institutional Sales
Level: Executive

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 within 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.
• 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.

Education & Certificates

• A graduate degree holder in any discipline.

Experience & Skills

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

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 Competencies

• Strategic Mindset – Yes
• Entrepreneurship – Yes
• Execution Excellence – Yes
• Building High Performing Teams – Comments if Any

Equal Opportunity Employer

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. 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team.