Senior Virtual Relationship Manager

Niva Bupa Health Insurance Company Limited; Dadri; On-site; INR 320,000 - 520,000; Full time

Job summary

Niva Bupa Health Insurance Company Limited is seeking a field-oriented Sales Specialist to drive advisor-led sales across PAN India. You will manage a network of advisors, push for targets, and ensure high customer satisfaction with a strong emphasis on digital tools and CRM processes.

The role requires 1-2 years in the insurance industry, preferably with agency channels, and a proactive approach to training, product knowledge, and regulatory compliance.

Qualifications

• 1-2 years of experience in Insurance industry, preferably agency channel.
• Understanding of sales targets and customer handling processes.

Responsibilities

• Achieve sales targets using consultative sales approach.
• Manage Advisors PAN India virtually from central office.
• Provide consistent and superior digital experience to advisors.
• Handle inbound/outbound calls and advisor queries.
• Educate advisors on products, processes, and systems.
• Ensure CRM interactions are properly updated and tracked.

Skills

Consultative sales

Advisor management

CRM usage

Customer communication

Tools

CRM software

Job description

Niva Bupa Health Insurance Company Limited (formerly known asMax Bupa Health Insurance Company Limited) is a joint venture between FettleTone LLP (an affiliate of True North Fund VI LLP), a leading Indian privateequity firm, and the Bupa Group, a leading international healthcare companywith a legacy of providing specialized healthcare services for over 70 years.

Niva Bupa’s growth story has been phenomenal. We are one of thefastest growing Stand Alone Health Insurers in the country with a current employeestrength of 7000+ with growth rate of 154% since FY 20 and growing. We are afully integrated health insurance provider with in-house claims processing;under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By2027 & thus requires goal oriented individuals to be a part of thisexciting growth journey to achieve it.

Niva Bupa is certified Great Place to Work for the 3rd yearrunning and aims become one of the best workplaces in the BFSI industry.

Niva Bupa is an Equal Opportunity Employer committed toachieving diversity within its workforce, and encourages all qualifiedapplicants to apply, irrespective of gender, age, sexual orientation,disability, culture, religious and ethnic background. At Niva Bupa 12% of ourteam handling roles are led by women. We welcome specially-abledprofessionals to join our team.

PrimaryRole Description

• Toachieve sales targets using consultative sales approach, whilst ensuringservice levels of our assignedAdvisor and customer satisfaction remain paramount.
• Responsible for sales targets through Advisor and Inbound and outbound sales.
• To Manage the Advisors PAN India virtually fromcentral office.
• To provide Consistent & Superior DigitalExperience to our advisors.
• Achievement of Contact policy defined & manageCall handling as Achievement of Contact policy defined & manage Callhandling as per defined standards.
• Reach out to existing and new advisors to present ourproducts , Monthly contest , Shortfall & Service Offerings.
• Address all questions or issues advisors may have
• Communicate with customers to understand theirrequirements and need if any
• Offer Solutions based on advisors need &Capabilities
• Always strive towards meeting sales targets
• Proper hand holding of assigned advisors for Product, Process , System , Applications training & Learnings.
• Adherence to set processes of updating customerinteractions in CRM next.
• Providing world class Advisor and customerexperience.
• Needs to have a clear understanding of the internaland regulatory policies.

Key Requirements – Education & Certificates

Key Requirements - Experience & Skills

• 1-2 Years of experience in Insurance industry and preferences inAgency channel.