Relationship Manager

Niva Bupa Health Insurance

Mainpuri

On-site

INR 420,000 - 620,000

Full time

14 days+

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Job summary

Niva Bupa Health Insurance is seeking a Relationship Manager for the North Zone. You will work with Bancassurance partners, branch managers, and customer service to drive health insurance sales and service quality.

Candidates should have 2-3 years of Bancassurance experience in life/general insurance, with strong relationship and product knowledge. The role involves regular training, referrals, and branch activation to achieve targets.

Qualifications

2-3 years of experience, preferably in Life / General Insurance Bancassurance only. Relationship Management/ Investment & Wealth Advisory (Banks)
Graduate degree in any discipline must have been completed.

Responsibilities

Manage Niva Bupa regional sales through Bancassurance partner network.
Drive sales across customer segments and achieve annual targets for the branch.
Maintain relationships across branch ranks and resolve escalations within TATs.
Support bank sales force with joint sales calls and referrals.
Provide product training to branch sales teams and ensure activation of sales force.

Skills

Relationship Management

Convincing Skills

Product/Insurance Knowledge

Continuous Learning

Technology Proficiency

Team Work

Problem Solving & Analytical Skills

Compliance & Regulatory Knowledge

Customer Focus

Strategic Mindset

Education

Graduate degree

Job description

JOB PROFILE

Position

Relationship Manager

Location

North Zone

Reports to

Area Manager

Category

Sales & Distribution

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 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

About Niva Bupa Health Insurance Company

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. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it.

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.

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.

Key Roles & Responsibilities

Primary Role Description

The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries.

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 within 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
Regular product training / refresher to the sales force of the branch
Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis
Drive productivity by right advising of health insurance solutions
Measure penetration across relationship manager, client base / branch base
Update MBHI lead management system
Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition
Create mindshare across branch leadership team
Drive effectively the Reward and recognition programs launched for the bank staff

Key Requirements – Education & Certificates