Senior Relationship Manager

Niva Bupa Health Insurance; Surat; On-site; INR 600,000 - 950,000; Full time

Job summary

Niva Bupa Health Insurance in Surat invites you to join as Senior Relationship Manager to build and manage relationships with customers and partners, driving sales and retention at a busy, on-site branch.

You will coordinate with internal teams to resolve issues, support claims guidance, and contribute to achieving regional targets while maintaining high service standards and client satisfaction.

Qualifications

• Strong relationship management and customer service skills.
• Sales and business development skills, including prospecting and closing deals.
• Communication and interpersonal skills, with clarity in explaining insurance products.
• Analytical and problem-solving skills for customer needs and escalations.
• Working knowledge of health insurance products, market practices, and regulatory guidelines.

Responsibilities

• Build and manage relationships with customers, distribution partners and stakeholders.
• Drive health insurance sales and retention, including policy renewals.
• Handle customer queries and ensure high service levels.
• Collaborate with internal teams to resolve issues and support claims guidance.
• Identify new business opportunities and maintain accurate records and reporting.

Skills

Relationship management

Sales & business development

Communication & interpersonal

Analytical thinking

Health insurance product knowledge

Target-driven

CRM & MS Office

Education

Bachelor’s degree in business/finance/marketing or related

MBA or professional certification (advantage)

Tools

CRM tools

MS Office

Job description

Company Description

Niva Bupa Health Insurance Company Limited is a public listed health insurance provider committed to giving every individual in India the confidence to access quality healthcare. Guided by its brand philosophy “Zindagi Ko Claim Kar Le,” the company focuses on enabling customers to live life without constraints. As of March 31, 2026, Niva Bupa operates over 210 physical branches across India and distributes products through a wide network of agents, brokers, and corporate partners. The company covers more than 25 million lives and has a robust network of over 10,500 empanelled hospitals. With more than 10,100 employees and a strong claim settlement track record of over 90% for five consecutive years, Niva Bupa has been certified a Great Place to Work six times in a row.

Role Description

The Senior Relationship Manager role is a full-time, on-site position based in Surat. This role focuses on building and managing strong relationships with customers, distribution partners, and key stakeholders to drive health insurance sales and retention. Day-to-day responsibilities include understanding customer needs, recommending suitable health insurance solutions, managing policy renewals, handling customer queries, and ensuring a high level of service. The Senior Relationship Manager will collaborate closely with internal teams to resolve issues, support claims-related guidance, and contribute to achieving branch and regional business targets. The role also involves identifying new business opportunities, conducting periodic reviews with partners, and maintaining accurate records and reporting in line with company policies.

Qualifications

• Strong relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
• Sales and business development skills, including prospecting, negotiation, and closing health insurance deals.
• Communication and interpersonal skills, with proficiency in explaining insurance products clearly and handling customer concerns.
• Analytical and problem-solving skills for assessing customer needs, resolving issues, and supporting claims-related escalations.
• Working knowledge of health insurance products, market practices, and regulatory guidelines (prior insurance or financial services experience preferred).
• Ability to work in a fast-paced branch environment, manage multiple accounts, and meet assigned targets and timelines.
• Bachelor’s degree in business, finance, marketing, or a related field; an MBA or relevant professional certification is an added advantage.
• Comfort with using CRM tools, MS Office applications, and digital platforms for reporting, documentation, and customer engagement.