Senior Relationship Manager

Niva Bupa; Salem; On-site; INR 600,000 - 900,000; Full time

Job summary

Niva Bupa is seeking a dynamic sales professional to drive regional health insurance growth through TPD partners in Salem. The role involves coordinating with brokers, branch managers, and customer service teams to ensure timely delivery of high-value services.

You will build relationships, manage referrals, and conduct regular product trainings to empower the sales force and activate weekly, fortnightly, and monthly activity cycles. Prior Bancassurance experience is preferred.

Qualifications

• Strong relationship management and client handling skills are essential.
• Excellent communication and presentation abilities.
• Experience in resolving customer issues with a focus on timely responses.

Responsibilities

• Achieve annual branch targets by driving sales across customer segments.
• Maintain cordial relationships across branch staff and resolve escalations within TAT.
• Support TPD sales with joint calls to generate leads and update referrals.

Skills

Relationship management

Communication

Presentation

Customer resolution

Education

Graduate degree

Tools

Lead management system

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

Key Requirements - Experience Skills

• ? 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

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