Relationship Manager

Niva Bupa Health Insurance; Bengaluru; Sur place; INR 600 000 - 900 000; Plein temps

Résumé du poste

A leading insurance company is seeking a Relationship Manager based in Bengaluru. The successful candidate will manage regional sales through Bancassurance partners and achieve sales targets. Requirements include a graduate degree and 2-5 years of relevant experience in insurance sales and relationship management. This is a full-time, mid-senior level role offering opportunities to lead and train other sales staff.

Qualifications

• 2-5 years of experience, preferably in Life/General Insurance Bancassurance.
• Skills in Relationship Management and Investment & Wealth Advisory in Banks.
• Relationship Management/Investment & Wealth Advisory in banks.

Responsabilités

• Manage Niva Bupa regional Sales through Bancassurance partner.
• Achieve assigned annual target of the branch.
• Support bank's sales force and conduct training.
• Provide product training to branch sales force and drive activation of bank staff.
• Engage in branch customer awareness programs and MBHI lead management updates.

Connaissances

Sales skills

Relationship management

Problem solving

Customer focus

Problem Solving

Compliance

Strategic Mindset

Entrepreneurship

Formation

Graduate degree in any discipline

Description du poste

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JOB PROFILE

Position: Relationship Manager
Location: South Zone
Reports to: Area Manager
Category: Institutional Sales
Reporting: Area Manager
Level: Assistant Manager

Our 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 them with a gamut of services that instils confidence and puts control back in their hands- just the way they want every moment of their life to be.

Our Values

• Commitment
• Innovation
• Empathy
• Collaboration
• Transparency

About Niva Bupa Health Insurance Company

Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, 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 journey is ongoing; we are a rapidly growing standalone health insurer with in-house claims processing, underwriting and servicing. Our goal is to achieve more than 10000 Cr GWP by 2027 and we seek goal-oriented individuals to be part of this growth. Niva Bupa is certified Great Place to Work for the 3rd year running and aims to be among the best workplaces in the BFSI industry. Niva Bupa is an Equal Opportunity Employer committed to achieving diversity and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. We welcome specially-abled professionals to join our team.

Key Roles & Responsibilities

Primary Role Description

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 Roles & Responsibilities

• Achieve assigned annual target of the branch by driving sales across all customer segments (business mix in terms of blended premium and number of cases).
• Maintain cordial relationships across all ranks and files of the branch; resolve escalations within TATs.
• Support bank’s sales force with activities like joint sales calls to generate leads; update branch manager on referrals; adhere to TATs for first customer contact and follow-ups from lead registration; service branch customers for queries.
• Regular product training/refresher for branch sales force and ensure activation of bank’s sales force on a weekly/fortnightly/monthly basis.
• Drive productivity by advising health insurance solutions; measure penetration across RM, client base/branch base; update MBHI lead management system.
• Engage in branch customer awareness programs and explore opportunities to bundle the health insurance proposition.
• Create mindshare across branch leadership team; drive reward and recognition programs for bank staff.

Key Requirements – Education & Certificates

A graduate degree holder in any discipline

Key Requirements - Experience & Skills

2-5 years of experience, preferably in Life/General Insurance Bancassurance only. Relationship Management/ Investment & Wealth Advisory (Banks).

Key Functional Competencies

• Functional competency: Beginner, Intermediate, Expert
• 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

Comments

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
• Building High Performing Teams
• Comments if Any

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries: Insurance

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