Relationship Manager

Niva Bupa Health Insurance; Faridabad; On-site; INR 300,000 - 400,000; Full time

Job summary

A leading health insurance provider in India seeks a Relationship Manager for the North Zone. This full-time role focuses on driving regional sales through Bancassurance partners and managing customer relationships. Ideal candidates will have 2-3 years of relevant experience in insurance and a graduate degree in any discipline. The position offers opportunities for growth and contribution to sales strategies.

Qualifications

• 2-3 years of experience in Life/General Insurance Bancassurance.
• Experience in Relationship Management or Investment & Wealth Advisory.
• Proficiency in product and insurance knowledge.

Responsibilities

• Achieve annual branch targets and drive sales.
• Maintain relationships and resolve escalations.
• Support the bank's sales force with activities to generate leads.

Skills

Relationship Management

Convincing Skills

Customer Focus

Problem Solving & Analytical Skills

Education

Graduate degree in any discipline

Job description

Overview

Relationship Manager – North Zone, Sales & Distribution. Reports to Area Manager. This role focuses on regional sales through Bancassurance partners and collaboration with branch managers and the partner channel to deliver high value, high quality services to bancassurance beneficiaries.

Key Roles & Responsibilities

• Achieve assigned annual branch targets by driving sales across all customer segments (business mix in terms of blended premium and number of cases)
• Maintain cordial relationships across all branch ranks and resolve escalations within TATs
• Support bank’s sales force with activities such as joint sales calls to generate leads; update branch manager on referrals; ensure timely first customer contact and following up on leads
• Service branch customers for queries; provide regular product training/refresher to branch sales force
• Drive productivity by advising on health insurance solutions; ensure weekly/fortnightly/monthly activation of the bank’s sales force
• Measure penetration across relationship manager, client base, and branch base; update lead management system
• Engage in branch customer awareness programs and explore opportunities to bundle health insurance propositions
• Contribute to branch leadership mindshare; participate in reward and recognition programs for bank staff

Special Differentiating Responsibilities

• Managing 3 branches
• Focusing higher segment penetration
• Propensity Lead support from HO

Key Requirements – Education & Certificates

• A graduate degree holder in any discipline

Key Requirements - Experience & Skills

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

Functional & Behavioral 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

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries: Insurance

Note: This description reflects the role as described and is intended for internal use. Equal Opportunity Employer statements are included as applicable.