Relationship Manager

Niva Bupa Health Insurance; Bengaluru; On-site; INR 400,000 - 700,000; Full time

Job summary

A leading health insurance company is seeking a Relationship Manager to drive sales through Bancassurance partners in Bengaluru. This entry-level position requires a graduate degree and 2-5 years of experience in insurance or relationship management. Responsibilities include managing regional sales, achieving targets, and conducting training. Join a dynamic team and contribute to empowering clients with health solutions.

Qualifications

• 2-5 years of experience in Life/General Insurance Bancassurance.
• Experience in relationship management and investment & wealth advisory.
• Experience in relationship management, investment & wealth advisory (Banks).

Responsibilities

• Manage Niva Bupa regional sales through Bancassurance partners.
• Achieve assigned annual targets by driving sales.
• Conduct product training for branch sales force.
• Support bank’s sales force with lead generation.
• Conduct regular product training for branch sales teams and drive weekly activity for sales activation.
• Drive penetration by advising health insurance solutions and track performance across RM, client base, and branch base.
• Update MBHI lead management system and participate 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

Overview

Relationship Manager at Niva Bupa Health Insurance. Location: South Zone. Reports to: Area Manager. Category: Institutional Sales. Level: Assistant Manager. Employment type: Full-time.

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.

Our Values

• Commitment
• Innovation
• Empathy
• Collaboration
• Transparency

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 Bancassurance partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Bancassurance beneficiaries.
• Achieve assigned annual target of the branch by driving sales across all customer segments, manage business mix in terms of blended premium and number of cases.
• Maintain cordial relationships across all ranks and files of the branch and resolve escalations within TATs.
• Support bank’s sales force in various activities: joint sales calls to generate leads, update branch manager on referrals, ensure first customer contact and follow-ups from lead registration, service branch customers for queries.
• Conduct regular product training/refresher sessions to the branch sales force.
• Drive activation of the bank’s sales force on a weekly/fortnightly/monthly basis.
• Drive productivity by advising health insurance solutions and measure penetration across relationship manager, client base, and branch base.
• Update MBHI lead management system and engage in branch customer awareness programs to bundle health insurance propositions.
• Create mindshare across branch leadership and 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

References

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