Relationship Manager

Niva Bupa Health Insurance; Bengaluru; On-site; INR 450,000 - 650,000; Full time

Job summary

A prominent health insurance provider is seeking a Relationship Manager in Bengaluru to drive regional sales through Bancassurance partners. Responsibilities include managing regional sales, achieving annual targets, and providing training to sales staff. Candidates should have 2-5 years of experience preferably in Bancassurance and hold a graduate degree.

Qualifications

• 2-5 years of experience in Life/General Insurance Bancassurance.
• Experience in Relationship Management or Investment & Wealth Advisory.

Responsibilities

• Manage regional sales through Bancassurance partner.
• Achieve assigned annual target of the branch.
• Support bank’s sales force with joint sales calls.
• Provide regular product training to sales force.
• Drive productivity by advising health insurance solutions.
• Engage in branch customer awareness programs.

Skills

Convincing Skills

Product/Insurance Knowledge

Continuous Learning

Technology Proficiency

Team Work

Problem Solving & Analytical Skills

Compliance & Regulatory Knowledge

Customer Focus

Education

Graduate degree in any discipline

Job description

Relationship Manager at Niva Bupa Health Insurance

Overview

Our purpose is to empower customers with knowledge and services that instill confidence in accessing the best healthcare. We are looking for a Relationship Manager to drive regional sales through Bancassurance partners, working with branch managers, customer service, and cross-functional teams to deliver high-value, high-quality services to banca beneficiaries.

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 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 referrals, adhere to TATs on first customer contact & follow-ups, and 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 advising health insurance solutions, measure penetration across relationship manager, client base / branch base, and update MBHI lead management system.
• Engage in branch customer awareness programs and explore opportunities to bundle health insurance propositions. 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

• 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

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries: Insurance

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