Relationship ManagerAhmedabad

Niva Bupa Health Insurance; Indore District; On-site; INR 600,000 - 900,000; Full time

Job summary

Niva Bupa Health Insurance is seeking a Relationship Manager for the West Zone to drive Bancassurance partnerships, manage branch relationships, and deliver high-value service to banking beneficiaries.

You will work with branch managers, customer service teams, and product experts to achieve annual sales targets and expand health insurance penetration across customer segments.

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 branch annual targets by driving sales across all customer segments.
• Maintain cordial relationships across all branch levels and resolve escalations within TAT.
• Support bank sales force with activities like joint sales calls to generate leads.
• Update branch manager on referrals and ensure timely lead registration.
• Adhere to first customer contact & follow-ups from lead registration.
• Service branch customers for any query and provide product training to sales force.
• Ensure activation of bank's sales force on a weekly, fortnightly, and monthly basis.
• Drive health insurance solutions and measure penetration across relationships and branches.
• Engage in branch customer awareness programs and promote bundled health insurance propositions.

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