Relationship Manager

Niva Bupa Health Insurance; Moradabad; On-site; INR 5,00,000 - 7,00,000; Full time

Job summary

A health insurance provider in Moradabad seeks a Relationship Manager responsible for managing regional sales through Bancassurance partners. The ideal candidate will have a graduate degree and 2-3 years of relevant experience. Responsibilities include driving sales, maintaining relationships, and providing training to the bank's sales force. This role offers an opportunity to be part of a dynamic team in a fast-growing company that values innovation and commitment.

Qualifications

• 2-3 years of experience in Life/General Insurance Bancassurance preferred.
• Experience in Relationship Management and Investment & Wealth Advisory is a plus.

Responsibilities

• Achieve assigned annual target for branch sales.
• Maintain relationships and resolve escalations.
• Support bank’s sales force with joint sales calls.
• Provide regular training to the sales force.
• Drive productivity through health insurance solutions.

Skills

Relationship Management

Bancassurance

Customer Service

Sales Strategy

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

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+ and a growth rate of 154% since FY 20. We are a fully integrated health insurance provider with in‑house claims processing, underwriting, and servicing. Our goal is to achieve more than 10 000 Cr GWP by 2027 and we need goal‑oriented individuals to help us reach that target.

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

Equal Opportunity Statement

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

• 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.

Primary Role Description

• Achieve assigned annual target of the branch by driving sales across all customer segments – business mix in terms of blended premium & number of cases.
• Maintain cordial relationships across all ranks and files of the branch and resolve escalations within TATs.
• Support bank’s sales force in various activities such as joint sales calls to generate leads, update branch manager on accurate records of referrals received from all constituents, adhere to TATs on first customer contact & follow‑ups from the date the lead is registered.
• Service branch customers for any query.
• Provide 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

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).

Special Differentiating Responsibilities

• Managing 3 branches.
• Focusing higher segment penetration.
• First in the industry concept.
• Propensity Lead support from HO.

Behavioral Competency

Strategic Mindset: Yes

Entrepreneurship: Yes

Execution Excellence: Yes

Building High Performing Teams: Comments if any.