Senior Relationship Manager

Niva Bupa Health Insurance; Hyderabad; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Niva Bupa Health Insurance seeks a Senior Relationship Manager in Hyderabad, India. This key role involves driving sales through Bancassurance partnerships, maintaining relationships across all branch ranks, and ensuring service excellence.

The ideal candidate has a graduate degree and 2–7 years of experience in Life/General Insurance or Banking Advisory roles. Responsibilities include achieving targets, supporting sales initiatives, and enhancing customer awareness.

Niva Bupa is an equal opportunity employer committed to diversity and inclusion.

Qualifications

• 2–7 years of experience, preferably in Life/General Insurance Bancassurance.
• Experience in Relationship Management/ Investment & Wealth Advisory (Banks).

Responsibilities

• Achieve assigned annual target by driving sales across customer segments.
• Maintain relationships across all branch ranks and resolve escalations.
• Support the bank’s sales force and generate leads.
• Service branch customers, provide training to the sales force.
• Drive productivity by advising on health insurance solutions.
• Update lead management system and engage in customer awareness program.
• Create mindshare across leadership teams and drive recognition programs.

Skills

Convincing Skills

Product/Insurance Knowledge

Continuous Learning

Technology Proficiency

Team Work

Problem Solving & Analytical Skills

Compliance & Regulatory Knowledge

Customer Focus

Education

Graduate degree holder in any discipline

Job description

Position

Senior Relationship Manager

Location

Hyderabad

Reporting to

Area Manager

Job Summary

Key member of a team responsible for managing Niva Bupa regional sales through the Bancassurance partner. Works closely with partner channel, especially branch managers, Customer Service and cross‑business functions to ensure 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 & number of cases.
• Maintain cordial relationships across all ranks of the branch and resolve escalations within TATs.
• Support bank’s sales force in various activities including joint sales calls to generate leads, updating branch manager on accurate records of referrals, adhering to TATs on first customer contact & follow‑ups from the date the lead is registered.
• Service branch customers for any query, provide 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 programmes launched for bank staff.

Special Differentiating Responsibilities

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

Key Requirements

Education & Certifications

Graduate degree holder in any discipline.

Experience & Skills

2–7 years of experience, preferably in Life / General Insurance Bancassurance; Relationship Management/ Investment & Wealth Advisory (Banks).

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

Behavioral Competencies

• Strategic Mindset – yes
• Entrepreneurship – yes
• Execution Excellence – yes
• Building High Performing Teams – yes

Equal Opportunity Employer

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.