Relationship Manager

Niva Bupa Health Insurance; Ghaziabad District; On-site; INR 400,000 - 800,000; Full time

Job summary

Niva Bupa Health Insurance is looking for a Relationship Manager for the North Zone to manage and grow sales through Bancassurance partners. The role involves achieving sales targets, supporting the bank's sales force, and ensuring customer satisfaction through proactive relationship management.

The successful candidate will have a graduate degree and 2-3 years of experience in Life/General Insurance Bancassurance or related fields. This position promises to drive productivity and enhance the customer experience.

Qualifications

• 2-3 years of experience in Life/General Insurance Bancassurance, Relationship Management, or Investment & Wealth Advisory.

Responsibilities

• Manage and grow regional sales through Bancassurance partner.
• Achieve assigned annual target by driving sales across customer segments.
• Build relationships and resolve escalations in a timely manner.
• Support the bank's sales force with joint sales calls.
• Provide regular product training to branch sales force.
• Drive the productivity of health insurance solutions.

Skills

Convincing Skills

Product/Insurance Knowledge

Continuous Learning

Technology Proficiency

Team Work

Problem Solving & Analytical Skills

Compliance & Regulatory Knowledge

Customer Focus

Education

Graduate degree holder in any discipline

Job description

Relationship Manager – North Zone

Reports to: Area Manager

Category: Sales & Distribution | Level: Assistant Manager

Key Responsibilities

• Manage and grow Niva Bupa regional sales through the Bancassurance partner.
• Achieve assigned annual target of the branch by driving sales across all customer segments.
• Maintain cordial relationships across all ranks and files of the branch and resolve escalations within TATs.
• Support bank’s sales force with joint sales calls to generate leads, update branch manager on accurate records of referrals, adhere to TATs on first customer contact and follow‑ups, and service branch customers for any query.
• Provide regular product training and refresher sessions to the branch sales force.
• Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis.
• Drive productivity by right‑advising health insurance solutions.
• Measure penetration across relationship managers, client base, and branch base.
• Update MBHI lead management system.
• Engage in branch customer awareness programmes and explore every opportunity to bundle the health insurance proposition.
• Create mindshare across the branch leadership team.
• Drive effectively the reward and recognition programmes launched for bank staff.

Key Differentiating Responsibilities

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

Qualifications

• Graduate degree holder in any discipline.
• 2‑3 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.

Behavioral Competencies

• Strategic Mindset: Yes.
• Entrepreneurship: Yes.
• Execution Excellence: Yes.

Equal Opportunity Employer

Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially‑abled professionals to join our team.