Senior Relationship Manager

Niva Bupa Health Insurance

Thanjavur

On-site

INR 400,000 - 800,000

Full time

14 days+

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Job summary

A growing health insurance provider in Tamil Nadu seeks a Sales Manager to oversee regional sales through Bancassurance partners. The successful candidate will drive sales across customer segments, achieve targets, and conduct regular training for the sales force. Candidates should have a graduate degree and 2-7 years of relevant experience, preferably in insurance or financial services. Strong relationship management and analytical skills are essential for this role.

Qualifications

2-7 years of experience, preferably in Life/General Insurance Bancassurance.
Experience in relationship management and wealth advisory in banks is advantageous.

Responsibilities

Manage regional Sales through Bancassurance partners and branch managers.
Achieve assigned annual targets and drive sales across all segments.
Conduct training for sales force and ensure activation on a scheduled basis.

Skills

Relationship Management

Sales Driving

Product/Insurance Knowledge

Problem Solving & Analytical Skills

Convincing Skills

Education

Graduate degree in any discipline

Job description

Purpose

At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands – just the way they want every moment of their life to be.

Values

Commitment
Innovation
Empathy
Collaboration
Transparency

About Niva Bupa Health Insurance Company

Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years. Niva Bupa’s growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ and a growth rate of 154% since FY 20. We are a fully integrated health insurance provider with in‑house claims processing, underwriting and servicing. Our goal is to achieve more than 10,000 Cr GWP by 2027 and we require goal‑oriented individuals to be part of this exciting growth journey.

Equal Opportunity Employer

Niva Bupa is a certified Great Place to Work for the 3rd year running and aims to become one of the best workplaces in the BFSI industry. We are an equal opportunity employer committed to achieving diversity within its workforce and encourage 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.

Key Roles & Responsibilities

The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high‑value, high‑quality services to Banca beneficiaries.
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 such as joint sales calls to generate leads, update branch manager on accurate records of referrals, adhere to TATs on first customer contact and follow‑ups from the date the lead is registered, and service branch customers for any query.
Conduct regular product training/refresher for the sales force of the branch, ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis, and drive productivity by right‑advising health insurance solutions.
Measure penetration across relationship manager, client base/branch base, update MBHI lead management system, engage in branch customer awareness programmes and explore every possible opportunity to bundle the health insurance proposition.
Create mindshare across branch leadership team and drive effectively the reward and recognition programmes launched for the bank staff.

Key Requirements – Education & Certificates

A graduate degree holder in any discipline.

Key Requirements – Experience & Skills

2‑7 years of experience, preferably in Life / General Insurance Bancassurance only. Experience in relationship management, investment & wealth advisory (banks).

Key Functional Competencies