Relationship Manager

Niva Bupa Health Insurance; Valsad District; On-site; INR 700,000 - 1,300,000; Full time

Job summary

Niva Bupa Health Insurance is seeking a Relationship Manager to drive regional bancassurance sales and manage bank partnerships. The role involves coordinating with branch managers, customer service teams and business units to ensure high-value, timely services to bancassurance beneficiaries.

The ideal candidate has 2–5 years in life/general insurance bancassurance or related banking advisory, with strong relationship-building and product knowledge to grow health insurance solutions across

Qualifications

• A graduate degree holder in any discipline.
• 2-5 years of experience, preferably in Life / General Insurance Bancassurance only; Relationship Management / Investment & Wealth Advisory (Banks)

Responsibilities

• Achieve assigned annual target of the branch by driving sales across all customer segments.
• Maintain cordial relationship across all ranks and files of the branch and resolve escalations within TATs.
• Support bank’s sales force with joint sales calls to generate leads.
• Update branch manager on referrals and ensure timely lead registrations.
• Adhere to TATs on first customer contact and follow-ups from lead registration.
• Engage in branch customer awareness programs and bundle the health insurance proposition.

Skills

Convincing skills

Product/Insurance Knowledge

Continuous Learning

Technology Proficiency

Team Work

Problem Solving & Analytical Skills

Compliance & Regulatory Knowledge

Customer Focus

Education

Graduate degree

Job description

JOB PROFILE

Position: Relationship Manager

Location: West Zone

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 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.

Key Responsibilities

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 with in 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

A graduate degree holder in any discipline

Key Requirements - Experience & Skills

2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks)

Key Functional Competencies

Functional competency

Beginner

Intermediate

Expert

Convincing skills

Yes

Product/Insurance Knowledge

Yes

Continuous Learning

Yes

Technology Proficiency

Yes

Team Work

Yes

Problem Solving & Analytical Skills

Yes

Compliance& Regulatory Knowledge

Yes

Customer Focus

Yes

Comments if Any/ Add. Comp.

Comments if Any/ Additional Functional Competency

Special Differentiating Responsibilities

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

Behavioral Competency

Behavioral competency

Beginner

Intermediate

Expert

Strategic Mindset

Yes

Entrepreneurship

Yes

Execution Excellence

Yes

Building High Performing Teams

Comments if Any