Relationship Manager

Niva Bupa Health Insurance; Gurdaspur; On-site; INR 4,00,000 - 6,00,000; Full time

Job summary

A leading health insurance provider in India is seeking a Relationship Manager to drive regional sales through partner banks. The ideal candidate will have 2-3 years of experience in insurance or relationship management, and a graduate degree. Responsibilities include achieving sales targets and maintaining relationships with bank partners. This role offers an opportunity to contribute to a rapidly growing company recognized as a great workplace.

Qualifications

• 2-3 years of experience in Life/General Insurance Bancassurance or Relationship Management.
• Proven ability to manage relationships and achieve sales targets.

Responsibilities

• Manage Niva Bupa regional Sales through Bancassurance partner.
• Achieve annual targets by driving sales across customer segments.
• Support bank’s sales force for lead generation and customer service.

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

JOB PROFILE

Position: Relationship Manager

Location: North Zone

Reports to: Area Manager

Category: Sales & Distribution

Level: Assistant Manager

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

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 story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing.

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.
• 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 with in TATs.
• Support bank’s sales force in terms of various activities like joint sales calls to generate leads, update branch manager on accurate records of referrals received from all constituents of the branch, adhere to the TATs on first customer contact & follow ups from the date the lead is being registered, service branch customers for any query.

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).

Key Functional Competencies:

• Convincing Skills
• Product/Insurance Knowledge
• Continuous Learning
• Technology Proficiency
• Team Work
• Problem Solving & Analytical Skills
• Compliance& Regulatory Knowledge
• Customer Focus

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.

Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry.