Senior Relationship Manager

Niva Bupa Health Insurance; Thrissur; On-site; INR 700,000 - 1,200,000; Full time

Job summary

A prominent insurance company is seeking a Senior Relationship Manager in Thrissur to lead regional Bancassurance sales. Responsibilities include achieving sales targets, maintaining branch relationships, and providing support to the bank’s sales force. Candidates should have 2–7 years of experience in Life or General Insurance Bancassurance and possess a graduate degree in any discipline. This role offers a dynamic work environment focused on customer satisfaction and collaborative success.

Qualifications

• 2–7 years of experience, preferably in Life / General Insurance Bancassurance.
• Experience in relationship management, investment & wealth advisory within banks.

Responsibilities

• Lead the Niva Bupa regional sales channel through Bancassurance partners.
• Achieve assigned annual targets driving sales across customer segments.
• Maintain cordial relationships with all branch ranks and resolve escalations.
• Activate and monitor the bank’s sales force on a weekly basis.
• Engage in branch customer awareness programs and identify opportunities.

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

Senior Relationship Manager – Thrissur

Location: Thrissur

Category: Institutional Sales

Reporting To: Area Manager

Level: Assistant Manager

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, and the Bupa Group, a global health‑care company. With over 70 years of expertise, we are a fully integrated health insurance provider with in‑house claims processing, underwriting and servicing. We aim to achieve more than 10,000 Cr GWP by 2027, driven by a goal‑oriented workforce. Niva Bupa has been certified Great Place to Work for the third consecutive year and remains an equal‑opportunity employer that encourages applicants from all backgrounds. Women comprise 12 % of our workforce, and we welcome specially‑abled professionals.

Key Roles & Responsibilities

• Lead the Niva Bupa regional sales channel through Bancassurance partners, coordinating closely with partner branch managers, customer service, and other stakeholders to deliver high‑value, high‑quality services.
• Achieve assigned annual targets by driving sales across all customer segments, focusing on blended premium and case volume.
• Maintain cordial relationships with all branch ranks, resolving escalations within TATs and supporting the bank’s sales force with joint sales calls, lead follow‑ups, and product training.
• Ensure accurate record of referrals, adhere to first‑contact TATs, and service branch customers for any queries.
• Activate and monitor the bank’s sales force on a weekly, fortnightly, and monthly basis, measuring productivity and penetration across relationship managers and the client base.
• Update the MBHI lead management system, engage in branch customer awareness programs, and identify opportunities to bundle health‑insurance propositions.
• Create mindshare within the branch leadership team and drive reward and 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 within banks.

Key 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

Special Differentiating Responsibilities

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

Behavioral Competencies

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

Equal Opportunity Statement

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.