Relationship Manager

Niva Bupa Health Insurance; Lucknow; Presencial; INR 500.000 - 750.000; Jornada completa

Descripción de la vacante

Niva Bupa Health Insurance Company Limited, based in Lucknow, seeks a full-time Relationship Manager to build and maintain strong relationships with customers. You will provide guidance on health insurance products, help clients choose plans, and support them through the claim process to ensure a smooth experience.

The role involves managing a client portfolio, servicing policy requests, and collaborating with internal teams and distribution partners to drive retention, cross-sell opportunities,

Formación

• Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Sales and business development capabilities, including cross-selling, up-selling, and achieving performance targets in insurance or financial services.
• Excellent communication, negotiation, and interpersonal skills for interacting with customers, partners, and internal stakeholders.
• Analytical and problem-solving skills for understanding customer needs, resolving issues, and supporting claim-related queries.
• Basic proficiency with MS Office tools and CRM or policy administration systems, with the ability to maintain accurate records and reports.
• Bachelor’s degree in any discipline (Business, Finance, Insurance, or related fields preferred).
• Prior experience in health insurance, banking, or financial services relationship roles is an advantage.
• High level of integrity, customer-centric mindset, and willingness to work from the Lucknow branch and nearby market locations.

Responsabilidades

• Build and maintain strong relationships with customers, providing guidance on health insurance products and helping them select plans suited to their needs.
• Manage a portfolio of clients, handle policy servicing requests, and support customers throughout the claim process to ensure a smooth experience.
• Collaborate with internal teams and distribution partners to drive customer retention, cross-sell and up-sell opportunities, and meet targets.
• Regular reporting, market feedback collection, and adherence to compliance and regulatory guidelines.

Conocimientos

Customer relationship

Sales

Communication

Interpersonal skills

Problem solving

MS Office

CRM

Educación

Bachelor’s degree (any discipline)

Herramientas

CRM

MS Office

Descripción del empleo

Company Description

Niva Bupa Health Insurance Company Limited is a publicly listed health insurer in India, focused on giving people the confidence to access quality healthcare. Guided by its brand philosophy “Zindagi Ko Claim Kar Le,” the company aims to be an enabler in customers’ lives, helping them live without constraints. It operates over 210 branches across India and distributes health insurance through an extensive network of agents, brokers, and corporate partners. Niva Bupa currently covers more than 25 million lives and works with over 10,500 hospitals in its empanelled network. With a workforce of over 10,100 employees and a consistent claim settlement ratio above 90% for five years, it has been certified a Great Place to Work six times in a row.

Role Description

This is a full-time, on-site Relationship Manager role based in Lucknow. The Relationship Manager will build and maintain strong relationships with customers, providing guidance on health insurance products and helping them select plans suited to their needs. The role involves managing a portfolio of clients, handling policy servicing requests, and supporting customers throughout the claim process to ensure a smooth experience. The Relationship Manager will collaborate with internal teams and distribution partners to drive customer retention, cross-sell and up-sell opportunities, and meet assigned business and service targets. The position also requires regular reporting, market feedback collection, and adherence to compliance and regulatory guidelines.

Qualifications

• Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Sales and business development capabilities, including cross-selling, up-selling, and achieving performance targets in insurance or financial services.
• Excellent communication, negotiation, and interpersonal skills for interacting with customers, partners, and internal stakeholders.
• Analytical and problem-solving skills for understanding customer needs, resolving issues, and supporting claim-related queries.
• Basic proficiency with MS Office tools and CRM or policy administration systems, with the ability to maintain accurate records and reports.
• Bachelor’s degree in any discipline (Business, Finance, Insurance, or related fields preferred).
• Prior experience in health insurance, banking, or financial services relationship roles is an advantage.
• High level of integrity, customer-centric mindset, and willingness to work from the Lucknow branch and nearby market locations.