Relationship Manager

Niva Bupa Health Insurance; Batpora; On-site; INR 600,000 - 900,000; Full time

Job summary

Niva Bupa Health Insurance is looking for a dynamic candidate to manage regional sales through Bancassurance partners in Jammu and Kashmir. This role requires achieving sales targets across customer segments and maintaining strong relationships within branches.

The ideal candidate will have 2–3 years of experience in Bancassurance and Relationship Management, focusing on delivering high-quality services to clients.

Qualifications

• 2-3 years of experience in Life/General Insurance Bancassurance.
• Experience in Relationship Management or Investment & Wealth Advisory.
• Strong communication and customer service skills.

Responsibilities

• Achieve assigned annual target by driving sales.
• Maintain relationships across all ranks of the branch.
• Support bank’s sales force with joint sales calls.
• Conduct regular product training for the sales force.
• Engage in branch customer awareness programs.

Skills

Sales Driving

Relationship Management

Insurance Knowledge

Job description

Primary Role Description

The role is a key member of a team responsible for managing Niva Bupa regional sales through the Bancassurance partner, working closely with the partner channel, branch managers, customer service and across the business to ensure timely delivery of high value, high quality services to Banca beneficiaries.

Key Roles & 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 including:
  1. Joint sales calls to generate leads.
  2. Update branch manager on accurate records of referrals received from all constituents of the branch.
  3. Adhere to TATs on first customer contact & follow‑ups from the date the lead is registered.
  4. Service branch customers for any query.
• 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.

Special Differentiating Responsibilities

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

Qualifications

2–3 years of experience, preferably in Life / General Insurance Bancassurance only. Relationship Management/ Investment & Wealth Advisory (Banks).