Relationship ManagerPune

Niva Bupa Health Insurance; Maharashtra; On-site; INR 400,000 - 800,000; Full time

Job summary

Niva Bupa Health Insurance is seeking a dedicated Relationship Manager to drive regional sales through bancassurance partnerships. The role requires collaboration with branch managers and the bank's sales force to ensure seamless service delivery and achieve sales targets.

The ideal candidate will have a graduate degree and 2–5 years of relevant experience in insurance bancassurance. This opportunity offers a chance to work with a fast-growing health insurance provider committed to excellence.

Qualifications

• 2–5 years of experience, preferably in Life/General Insurance Bancassurance.
• Experience in relationship management/investment & wealth advisory (banks).

Responsibilities

• Manage regional sales through bancassurance partner.
• Achieve assigned annual sales target.
• Support bank's sales force in various activities.
• Drive productivity by advising on health insurance solutions.

Skills

Convincing skills

Product/Insurance knowledge

Technology proficiency

Problem solving & analytical skills

Customer focus

Problem solving & analytical skills

Compliance & regulatory knowledge

Customer focus

Education

Graduate degree in any discipline

Job description

JOB PROFILE

Relationship Manager

Location: South Zone

Reports to: Area Manager

Category: Institutional Sales

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

Niva Bupa Health Insurance Company Limited (formerly 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 more than 70 years of legacy.

Niva Bupa is a fully integrated health insurance provider with in‑house claims processing, underwriting and servicing. It is one of the fastest‑growing stand‑alone insurers in India and aims to achieve more than 10,000 Cr GWP by 2027. It is certified Great Place to Work for the 3rd consecutive year.

E‑EO statement: Niva Bupa is an Equal Opportunity Employer committed to diversity and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religion or ethnicity.

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.
• Work closely with the partner channel, particularly branch managers of the Banca partners, customer service and across the business to ensure 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, focusing on blended premium and number of cases.
• Maintain cordial relationships across all ranks and file levels of the branch and resolve escalations within agreed timeframes.
• Support the bank’s sales force in various activities such as joint sales calls, updating the branch manager on accurate records of referrals, adhering to TATs on first customer contact, service branch customers for any query.
• Provide regular product training / refresher to the branch sales force and ensure activation of the bank’s sales force on weekly, fortnightly and monthly basis.
• Drive productivity by right advising of health insurance solutions and measuring penetration across relationship manager, client base / branch base.
• Update MBHI lead management system and engage in branch customer awareness programs, exploring every opportunity to bundle the health insurance proposition.
• Create mindshare across branch leadership team and drive 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.
• Experience in relationship management / investment & wealth advisory (banks).

KEY FUNCTIONAL COMPETENCIES

• 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

SPECIAL DIFFERENTIATING RESPONSIBILITIES

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

BEHAVIORAL COMPETENCY

• Strategic mindset – Yes
• Entrepreneurship – Yes
• Execution excellence – Yes
• Building high performing teams – Comments if any.