Senior Relationship Manager

Niva Bupa; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Niva Bupa is seeking a Sales professional to drive regional sales through TPD partners and Bancassurance channels in Bengaluru. You will work with branch managers, customer service, and cross-functional teams to deliver high-value services to TPD beneficiaries.

The role requires 2–4 years of experience in Life/General Insurance or related fields, with strong relationship, communication and presentation skills. Graduate degree holders are welcome.

Qualifications

• Graduate with a degree in any discipline; fresh or with up to 4 years' experience.
• Strong relationship management and communication abilities.
• Experience in life or general insurance / bancassurance is preferred.

Responsibilities

• Achieve branch annual targets by driving sales across all customer segments.
• Maintain cordial relationships across all branch ranks and resolve escalations within TATs.
• Support TPD sales force with activities like joint sales calls to generate leads.
• Update branch manager on referrals; ensure timely records and service for branch customers.
• Provide regular product training to the branch sales force.
• Activate TPD sales force on a weekly, fortnightly and monthly basis.
• Drive productivity by advising health insurance solutions.
• Measure penetration across relationship managers and client base.
• Update NBHI lead management system and engage in branch awareness programs.
• Bundle health insurance propositions and drive rewards for bank staff.

Skills

Relationship management

Communication

Presentation skills

Customer service

Education

Graduate degree

Job description

Job Description:

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

Key Roles 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 TPD sales force in terms of various activities like o Joint sales calls to generate leads
• Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact follow ups from the date the lead is being registered o Service branch customers for any query.
• Regular product training / refresher to the sales force of the branch
• Ensure activation of TPD 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 NBHI 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
• GWP
• new

Qualification Criteria Additional Information

• Good in relationship management, Strong communication and presentation skills Customer and issues resolution focused,
• Good communication and influencing skills, A graduate degree holder in any discipline,
• Minimum Experience of 2 - 4 Years of experience, preferably in Life Insurance/ General Insurance (Bancassurance only)/ Relationship Management/ Investment Wealth Advisory (Banks) Has demonstrated capabilities of managing Affluent/HNI Customers in the previous roles