Relationship Manager

Niva Bupa Health Insurance

Kochi

On-site

INR 400,000 - 600,000

Full time

14 days+

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Job summary

A leading health insurance company in India is looking for a Relationship Manager to manage sales through Bancassurance partners. The role requires achieving branch targets and providing training to sales teams. Ideal candidates should have 2-5 years of relevant experience and a graduate degree. The position offers a full-time employment opportunity with growth prospects in a dynamic team environment.

Qualifications

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

Responsibilities

Manage regional Sales through Bancassurance partners.
Achieve assigned annual branch targets and maintain relationships.
Provide regular product training to branch sales teams.

Skills

Convincing Skills

Product/Insurance Knowledge

Technology Proficiency

Customer Focus

Problem Solving & Analytical Skills

Education

Graduate degree in any discipline

Job description

Overview

Position: Relationship Manager
Location: Pudukottai- Trichy
Reports to: Area Manager
Category: Institutional Sales
Reporting: Area Manager
Level: Assistant Manager

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 services that instil confidence and put control back in their hands.

Our Values

Commitment
Innovation
Empathy
Collaboration
Transparency

About Niva Bupa Health Insurance Company
Niva Bupa Health Insurance Company Limited is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP) and the Bupa Group, with a legacy of healthcare services spanning over 70 years. We are a growing Stand Alone Health Insurer with in-house claims processing, underwriting and servicing.

Niva Bupa is certified Great Place to Work for the 3rd year running and aims to be among the best workplaces in the BFSI industry. We are an Equal Opportunity Employer committed to diversity; qualified applicants are encouraged to apply regardless of gender, age, sexual orientation, disability, culture, religious and ethnic background. We welcome specially-abled professionals to join our team.

Key Roles & Responsibilities

The job holder is a key member of a team responsible for managing Niva Bupa regional Sales through Bancassurance partners. Collaborate with partner channel, branch managers of Banca partners, Customer Service and across the business to ensure timely delivery of high value, high quality services to Banca beneficiaries.
Achieve assigned annual branch targets by driving sales across customer segments and maintaining cordial relationships across branch ranks; resolve escalations within TATs.
Support bank’s sales force with activities such as joint sales calls, updating records of referrals, adhering to TATs on first contact and follow-ups, and servicing branch customers for queries.
Provide regular product training to branch sales teams; activate bank sales force on a weekly, fortnightly, and monthly basis.
Drive productivity through health insurance solutions, measure penetration across relationship manager and branch base, and update lead management systems.
Engage in branch customer awareness programs and explore opportunities to bundle health insurance propositions.
Contribute to mindshare with branch leadership and participate in 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. Related experience in Relationship Management, Investment & Wealth Advisory (Banks) is acceptable.

Key Functional Competencies