Senior Relationship Manager

Niva Bupa Health Insurance; Ernakulam; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Niva Bupa Health Insurance is looking for a Senior Relationship Manager based in Cochin, Kerala. This role is crucial for managing regional sales through Bancassurance partners. Responsibilities include achieving sales targets, supporting the bank’s sales team, and providing product training.

The ideal candidate should have 2–7 years of experience in insurance and relationship management, along with excellent communication and problem-solving skills. Join us in making a difference!

Qualifications

• 2–7 years of experience, preferably in Life / General Insurance Bancassurance.
• Experience in Relationship Management / Investment & Wealth Advisory with banks.
• Strong communication, problem-solving, and customer-focus skills.

Responsibilities

• Achieve annual sales targets across all customer segments.
• Maintain cordial relationships and resolve escalations.
• Support the bank’s sales force through joint sales calls.
• Provide product training to the branch sales force.
• Engage in branch customer awareness programs.

Skills

Communication skills

Problem-solving

Customer focus

Education

Graduate degree in any discipline

Job description

Senior Relationship Manager – Cochin

We are looking for a Senior Relationship Manager to manage Niva Bupa regional sales through our Bancassurance partner, working closely with the partner channel, branch managers, customer service and cross‑functional teams to deliver high value services to beneficiaries.

Key Roles & Responsibilities

• Achieve annual sales targets across all customer segments (blended premium & number of cases).
• Maintain cordial relationships with all ranks of the branch and resolve escalations within defined TATs.
• Support the bank’s sales force through joint sales calls, lead generation and coaching.
• Update branch manager on accurate referral records and maintain TATs on first contact and follow‑ups.
• Provide product training / refresher to the branch sales force.
• Activate bank’s sales force on a weekly, fortnightly and monthly basis.
• Drive productivity by advising on health insurance solutions.
• Measure penetration across relationship manager, client base / branch base.
• Engage in branch customer awareness programs and explore bundling opportunities.
• Create mindshare across branch leadership team and drive reward & recognition programmes for bank staff.

Key Requirements – Education & Certificates

Graduate degree holder in any discipline.

Key Requirements – Experience & Skills

• 2–7 years of experience, preferably in Life / General Insurance Bancassurance.
• Experience in Relationship Management / Investment & Wealth Advisory with banks.
• Strong communication, problem‑solving and customer‑focus skills.

Equal Opportunity Employment

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. 12% of our team handling roles are led by women. We welcome specially‑abled professionals to join our team.