Relationship Manager

Niva Bupa Health Insurance; Maharashtra; On-site; INR 500,000 - 800,000; Full time

Job summary

Niva Bupa Health Insurance is hiring a Relationship Manager for Pan India to manage regional sales through Bancassurance partners. The role includes achieving sales targets, building relationships, and servicing branch customers effectively.

Applicants should possess a graduate degree and 2–3 years of experience in Insurance Bancassurance. Relationship management and advisory skills are essential. Niva Bupa promotes a diverse working environment and is an Equal Opportunity Employer.

Qualifications

• 2–3 years of experience in Life/General Insurance Bancassurance.
• Proven ability to drive sales and build relationships.
• Proven relationship management skills.

Responsibilities

• Drive sales across customer segments and maintain a balanced business mix.
• Support bank's sales force and service branch customers.
• Engage in customer awareness programmes.

Skills

Relationship Management skills

Investment & wealth advisory experience

Sales acumen

Education

Graduate degree holder in any discipline

Job description

Position Details

Relationship Manager – Pan India

Reports to: Area Manager

Company Overview

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) and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa has grown rapidly, with a current employee strength of over 7,000 and a growth rate of 154% since FY 20. The company aims to achieve more than 10,000 Cr GWP by 2027 and is certified Great Place to Work for the third consecutive year.

Job Summary

The Relationship Manager is responsible for managing Niva Bupa regional sales through the Bancassurance partner and working closely with the partner channel, branch managers, and the bank’s sales force to ensure timely delivery of high‑value and high‑quality services to bank beneficiaries.

Key Responsibilities

• Achieve the assigned annual target of the branch by driving sales across all customer segments and maintaining a balanced business mix in terms of blended premium and number of cases.
• Build cordial relationships across all ranks and files of the branch and resolve escalations within TATs.
• Support the bank's sales force with various activities such as joint sales calls to generate leads, updating the branch manager on accurate referral records, and adhering to TATs on first customer contact and follow‑ups from the date the lead is registered.
• Service branch customers for any query and provide regular product training/refresher sessions to the branch sales force.
• Ensure activation of the bank's sales force on a weekly, fortnightly, and monthly basis to drive productivity by right‑advising health insurance solutions.
• Measure and report 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 branch leadership team and drive reward and recognition programmes for bank staff.

Special Differentiating Responsibilities

• Managing 3 branches.
• Focusing on higher segment penetration.
• First in the industry concept.
• Propensity lead support from Head Office.

Key Requirements

• Graduate degree holder in any discipline.
• 2–3 years of experience, preferably in Life/General Insurance Bancassurance.
• Relationship Management skills, investment & wealth advisory experience in banks.

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.