JOB PROFILE Position Relationship Manager Location South Zone Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our 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. Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description  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. 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 bank’s sales force in terms of various activities like o Joint sales calls to generate leads o 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 bank’s 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 MBHI 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 Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert 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 Comments if Any/ Add. Comp. Comments if Any/ Additional Functional Competency Special Differentiating Responsibilities 1. Managing 3 branches. 2. Focusing higher segment penetration. 3. First in the industry concept. 4. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any

Company Description Niva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP and Bupa Singapore Holdings, with a vision to become India's most admired Health Insurance Company. The company aims to empower customers with knowledge, expertise, and services to instill confidence and control in their healthcare journey. Niva Bupa combines Bupa's six decades of healthcare experience with Fettle Tone's commitment to transforming businesses into industry leaders. Role Description This is a full-time on-site Relationship Manager role located in Noida at Niva Bupa Health Insurance. The Relationship Manager will be responsible for managing customer relationships, providing expertise on health insurance products, and ensuring customer satisfaction on a day-to-day basis. Qualifications Strong interpersonal and communication skillsCustomer relationship management experienceKnowledge of health insurance products and servicesAbility to problem solve and handle customer inquiriesExperience in sales or account managementBachelor's degree in Business, Marketing, or related fieldUnderstanding of the healthcare industry

Were Hiring: Telesales Executives Tamil / Malayalam / Bengali Are you fluent in Tamil, Malayalam, or Bengali? Do you have the energy and communication skills to connect with customers and drive sales? Join our dynamic Telesales Team and grow your career in a fast-paced, people-focused environment. What Youll Do: 1.Make outbound calls to potential customers in their native language 2.Explain product features and benefits clearly 3. Build trust and encourage customers to take the right decision 4.Meet daily and monthly sales targets 5.Maintain call quality and accurate records Preferred candidate profile What Were Looking For: Fluency in Tamil, Malayalam, or Bengali (speaking & understanding) Good communication in English or Hindi Experience in telesales or customer calling is preferred Strong persuasion skills and a customer-first attitude Minimum qualification: Graduate Why Join Us? Friendly team and supportive management Attractive incentives and career growth Opportunity to work in your native language Training provided for the right candidates Work Location: Noida Industry: Health Insurance If you're excited to talk, sell, and help people in your language, we want you on our team! Interested candidate can come for walk-in interview with updated resume or shared resume on Consultant.muskanrani@nivabupa.com

Company Description Niva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP and Bupa Singapore Holdings Pte. Limited, with a vision to become India's most admired Health Insurance Company. The company focuses on empowering customers with knowledge, expertise, and a range of services to instil confidence and control in their healthcare decisions. Niva Bupa aims to build long-term relationships with customers and provide access to the best healthcare. Role Description This is a full-time on-site role as an Agency Manager located in Bikaner. The Agency Manager will be responsible for managing day-to-day operations of the agency, recruiting and training agents, setting targets, and ensuring the agency meets sales goals. The role also involves collaborating with other departments to drive business growth and customer satisfaction. Qualifications Sales Management, Recruitment, and Training skills Goal Setting and Performance Monitoring abilities Customer Relationship Management and Communication skills Strong Leadership and Team Management skills Knowledge of Health Insurance products and industry Bachelor's degree in Business Administration, Marketing, or related field Experience in the insurance or healthcare industry is a plus Show more Show less

JOB PROFILE Position Relationship Manager Location West Zone Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our 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. Our 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description 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. 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 bank’s sales force in terms of various activities like o Joint sales calls to generate leads o 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 bank’s 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 MBHI 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 Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert 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 Comments if Any/ Add. Comp. Comments if Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any Show more Show less

JOB PROFILE Position Relationship Manager Location West Zone Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our 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. Our 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description 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. 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 bank’s sales force in terms of various activities like o Joint sales calls to generate leads o 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 bank’s 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 MBHI 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 Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert 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 Comments if Any/ Add. Comp. Comments if Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any Show more Show less

JOB PROFILE Position Relationship Manager Location West Zone Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our 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. Our 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description 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. 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 bank’s sales force in terms of various activities like o Joint sales calls to generate leads o 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 bank’s 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 MBHI 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 Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert 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 Comments if Any/ Add. Comp. Comments If Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any Show more Show less

JOB PROFILE Position Centre Head Location Kolkata Reports to Area Manager Category Institutional Sales Reporting Level M7 Our 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. Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description Daily Floor Management & Business Outcomes Be in charge of running and managing the team daily, driving expected business outcomes from the allocated Telesales center Understand all organizations products, services, procedures and guidelines and communicate same to all team members Team management authorized verifiers on timely basis Relationship Managers for the allocated centre Training & Quality rs of the partner relationship on MBHI products, processes, guidelines including soft skills to drive sales of Max Bupa Health Insurance solutions adhered to; active engage, facilitate for customer calls on phone especially for critical customers (ticket size, escalations etc) industry standards respective sector Relationship & Stakeholder management stakeholders in partner bank Preferred Skill Set policies, other business requirements (endorsements, claims etc) Telesales set up in outbound/ inbound Telesales with teams handling experience active approach in issue resolution Key Requirements – Education & Certificates  Graduate & Post Graduate (In Any Field) Key Measures of Performance – productivity, average ticket size, no. of policies of getting optimum calls/ Leads and optimum Lead conversion objectives Driving sales quality through controlling policy cancellations/ endorsements Key Requirements - Experience & Skills  Interpersonal Skills  Negotiation Skills  Product Knowledge  Problem-Solving  Customer Focus Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing skills Product/Insurance Knowledge Continuous Learning Technology Proficiency Team Work Problem Solving & Analytical Skills Compliance & Regulatory Knowledge Customer Focus Comments if Any/ Add. Comp. Comments if Any/ Additional Functional Competency Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Entrepreneurship Execution Excellence Building High Performing Teams Comments if Any Show more Show less

JOB PROFILE Position Relationship Manager Location Pan India Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our 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. Our 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description 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. 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 bank's sales force in terms of various activities like o Joint sales calls to generate leads o 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 bank's 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 MBHI 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 Key Requirements - Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-3 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert 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 Comments if Any/ Add. Comp. Comments if Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any Show more Show less

JOB PROFILE Position Relationship Manager Location South Zone Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our 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. Our 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description 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. 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 bank’s sales force in terms of various activities like o Joint sales calls to generate leads o 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 bank’s 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 MBHI 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 Key Requirements – Education & Certificates A graduate degree holder in any discipline Key Requirements - Experience & Skills 2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert 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 Comments if Any/ Add. Comp. Comments if Any/ Additional Functional Competency Special Differentiating Responsibilities Managing 3 branches. Focusing higher segment penetration. First in the industry concept. Propensity Lead support from HO Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Comments if Any Show more Show less

JOB PROFILE Position Assistant Area Sales Manager Location North Zone Reports to M5 Category Agency Reporting Cluster Head Level M8 Our 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. Our Values Commitment Innovation Empathy Collaboration Transparent 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description Recruitment of Key advisors Activation of agents Regular Train advisors & resolve quries Drive business promotion activities Enable & train people on digital platform Support advisors in developing business in local market Motivate advisors for achieving Rewards recognition programme Development of Agency business in the location Focus on Business achievement Drive Digital Agenda Quality of business Key Roles & Responsibilities Achievement of Business Plans To own the business plan for the branch – both top line and bottom line targets for Team Internalize the Management philosophy and business strategy of the company and drive it in the branch Ensure that the existing team of Agents is engaged, motivated and productive by forging a strong relationship with them Ensure that new Agent Advisors are constantly inducted, activated and productive for Team Drive the incentive schemes to ensure that the income of the Agency managers and Agent Advisors exceed benchmark Key Requirements – Education & Certificates MBA in Marketing / PGDM Key Requirements - Experience & Skills New GWP Renewal GWP Renewal no. of cases Active agents and PA Desired product mix No. of New Agents Audit findings Employee engagement Attrition Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing skills Yes Product/Insurance Knowledge NA Continuous Learning Yes Technology Proficiency Yes Team Work Yes Problem Solving & Analytical Skills Yes Compliance& Regulatory Knowledge Yes Customer Focus Yes Comments if Any/ Add. Comp. Comments if Any/ Additional Functional Competency Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Yes Comments if Any Show more Show less

JOB PROFILE Position Territory Manager Location Jaipur Reporting Mgr. Name - Regional Sales Manager Department Bancassurance Reporting Mgr. Designation Regional Sales Manager Offered Grade M6 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values Commitment Innovation Empathy Collaboration Transparency Proficiency Level 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 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: - Key Roles & Responsibilities: Identify opportunities of improvement across customer service, underwriting and claims  Ensure robust MIS architecture (Pre sales/ Post sales)  Co-create operational strategy for the region in alignment with the distribution strategy  Facilitate implementation in line with company’s distribution strategy; assist in building relationship in the region; review performance periodically & engage with the partner, assist in establishing specifications of operations: collaborate with operations & other functions, establish operations: monitor & recommend continuation / discontinuation of products, thereby build revenue and profitability.  Build common agenda & scorecard with the key team members of the region; review performance & engage with key management of the partner in the region to address deviations from the plan in order to realize potential sales.  Interact with region’s key management members on frequent basis; follow the engagement matrix; take business review initiatives along with partner & build review mechanisms; handle escalated issues; supervise; responsible for closure of grievance in order to ensure smooth functioning & high productivity in the region & continuous improvement in revenues through the relationship.  Suggest reward & recognition platforms for bank partner’s employees.  Lead in implementation and monitoring of R&R activities; monitor performance of sales promotions; encourage reapplications of good promotions in order to maximize the utilization of marketing spends to increase revenues  Collaborate with the training department to deploy programs to achieve & exceed training standards; support the training team in identification & certification of trainers & the delivery of training man days as per standards in order to build capacity. Lead the plan for recruitment & retention of the sales force in the region; lead in implementing Rewards & recognition activities for the region; role model required leadership competencies & coach subordinate sin order to develop a robust sales force for building the pipeline within the relationship & realize potential sales from partner in the cluster. Key Measures of Performance GWP – new GWP - renewal Compliance & Audit adherence Claim Key Requirements – Education & Certificates A Graduate/Post graduate degree holder in any discipline; preferably MBA Key Requirements - Experience & Skills 6-8 Years of experience in Life Insurance/ General Insurance (Bancassurance only)/ Relationship Management/ Investment & Wealth Advisory (Banks) Key Functional Competencies Functional competency Beginner Intermediate Expert NBHI Core Competencies Behavioral Competency Behavioral competency Beginner Intermediate Expert Targets/ KRA/ KPI (Tentative Business Nos./ Goals, Measure of Success & Weightages) Goals Measures of Success Weightage Company MOS Defined as per Company Policy Defined as per Company Policy Functional Hierarchy/ Reporting Matrix Hiring Manager has to inform the TA Team about the Reporting manager’s grade and the candidate’s grade. (Reporting Manager and Prospective New Hire Grade to be clearly mentioned below) Show more Show less

Company Description Niva Bupa Health Insurance Company Ltd., formerly known as Max Bupa Health Insurance, is a joint venture between Fettle Tone LLP and Bupa Singapore Holdings Pte. Limited. Our vision is to become India's most admired health insurance company by empowering customers with knowledge, expertise, and a range of services that instill confidence. Niva Bupa's mission is to give every Indian the confidence to access the best healthcare, emphasizing long-term relationships with customers. With Bupa's six decades of international experience and Fettle Tone's success in transforming mid-sized businesses, we are committed to making a significant impact in the health insurance sector. Role Description This full-time on-site role for an Agency Manager is located in Dwarka. The Agency Manager will be responsible for managing and guiding a team of agents to achieve sales targets, developing and implementing sales strategies, and maintaining strong relationships with clients. Additional tasks include recruitment and training of new agents, monitoring performance, delivering presentations, and ensuring compliance with company policies and industry regulations. Qualifications Experience in sales management and developing sales strategies Ability to recruit, train, and guide a team of agents Strong relationship-building and client management skills Excellent presentation and communication skills Knowledge of compliance and industry regulations in the health insurance sector Proficiency in using CRM software and other sales tools Experience in the health insurance or financial services industry is a plus Bachelor's degree in Business, Marketing, or related field Delhi Local Candidate preferred Field Job Role Show more Show less

Position - Deputy Branch Manager Location - Navsari Offered Grade - Manager Job Summary (Describe the primary function and purpose of this role) Enable achievement of key business outcomes Build a quality Agency by focusing on quality of hire and skilling Ensure adherence to all statutory and compliance requirements Drive the people agenda sharply to enable achievement of people outcomes Key Responsibilities (Mention a detailed description of key areas of focus, essential functions and primary responsibilities required to be performed by the incumbent to achieve business objectives) Achievement of Business Plans To own the business plan for the branch – both top line and bottom line targets for Team Internalize the Management philosophy and business strategy of the company and drive it in the branch Ensure that the existing team of Agents is engaged, motivated and productive by forging a strong relationship with them Ensure that new Agent Advisors are constantly inducted, activated and productive for Team Drive the incentive schemes to ensure that the income of the Agency managers and Agent Advisors exceed benchmark Team Building Recruit Quality resources –Unit Managers Goal setting of all Agency Managers/Sr Agency Manager in the region Regular and periodic review, monitoring and mentoring of the Agency Managers to ensure that they are on track to achieve their goals Regular classroom and on the field training of the team to equip them with the necessary skill sets to perform optimally Business Expansion Identify potential business pockets in the branch jurisdiction Appoint Agents in these locations to procure business Liaison with Home Office Own the resource and expense budget for the Branch Drive the R&R schemes floated by HO from time to time Design own Branch level R&Rs, marketing activities and implement them. Support the Unit Managers and team of Agents in liaison with the HO for addressing their requirements/ concerns Percolate the management guidelines to the entire team. Being fully compliant to all the norms laid down by the regulators and the company Keeping the expense ratio of the Branch well within the defined budget Maintain win- win relationship with other channels. Key Measures of Performance (Describe the major performance assessing criteria and expectations from the role) New GWP Renewal GWP Renewal no. of cases Active agents and PA Desired product mix No. of New Agents Audit findings Employee engagement Attrition Key Relationships (Internal / External) (Mention the set of key internal and external stakeholders) Internal : Agency Team & Cross Functional Teams Externa l: Agents & Policy Holders Preferred Skill Set (Describe the nature and level of key skill required\preferred to perform the jobs e.g. interpersonal skills, problem solving ability and business expertise) Analytical Skills Designing Sales Strategies to achieve the business goals Analytical skills to read , interpret MIS Skill sets to handle a team of agents to achieve the business goals Domain Knowledge Sound domain knowledge of the health insurance policies and practice in India Good knowledge of the legal and regulatory requirements and compliances Leadership Attributes Strong written and verbal communication skills Ability to manage a team, keep it motivated and handle conflicts in a mature and tactical way Result orientation Ability to spot and utilize opportunities Energetic and enthusiastic personality. Education Graduation in any discipline from a recognized educational institute 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. 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. Show more Show less

Position - Deputy Branch Manager Location - Godhra/Dahod Offered Grade - Manager Job Summary (Describe the primary function and purpose of this role) Enable achievement of key business outcomes Build a quality Agency by focusing on quality of hire and skilling Ensure adherence to all statutory and compliance requirements Drive the people agenda sharply to enable achievement of people outcomes Key Responsibilities (Mention a detailed description of key areas of focus, essential functions and primary responsibilities required to be performed by the incumbent to achieve business objectives) Achievement of Business Plans To own the business plan for the branch – both top line and bottom line targets for Team Internalize the Management philosophy and business strategy of the company and drive it in the branch Ensure that the existing team of Agents is engaged, motivated and productive by forging a strong relationship with them Ensure that new Agent Advisors are constantly inducted, activated and productive for Team Drive the incentive schemes to ensure that the income of the Agency managers and Agent Advisors exceed benchmark Team Building Recruit Quality resources –Unit Managers Goal setting of all Agency Managers/Sr Agency Manager in the region Regular and periodic review, monitoring and mentoring of the Agency Managers to ensure that they are on track to achieve their goals Regular classroom and on the field training of the team to equip them with the necessary skill sets to perform optimally Business Expansion Identify potential business pockets in the branch jurisdiction Appoint Agents in these locations to procure business Liaison with Home Office Own the resource and expense budget for the Branch Drive the R&R schemes floated by HO from time to time Design own Branch level R&Rs, marketing activities and implement them. Support the Unit Managers and team of Agents in liaison with the HO for addressing their requirements/ concerns Percolate the management guidelines to the entire team. Being fully compliant to all the norms laid down by the regulators and the company Keeping the expense ratio of the Branch well within the defined budget Maintain win- win relationship with other channels. Key Measures of Performance (Describe the major performance assessing criteria and expectations from the role) New GWP Renewal GWP Renewal no. of cases Active agents and PA Desired product mix No. of New Agents Audit findings Employee engagement Attrition Key Relationships (Internal / External) (Mention the set of key internal and external stakeholders) Internal : Agency Team & Cross Functional Teams Externa l: Agents & Policy Holders Preferred Skill Set (Describe the nature and level of key skill required\preferred to perform the jobs e.g. interpersonal skills, problem solving ability and business expertise) Analytical Skills Designing Sales Strategies to achieve the business goals Analytical skills to read , interpret MIS Skill sets to handle a team of agents to achieve the business goals Domain Knowledge Sound domain knowledge of the health insurance policies and practice in India Good knowledge of the legal and regulatory requirements and compliances Leadership Attributes Strong written and verbal communication skills Ability to manage a team, keep it motivated and handle conflicts in a mature and tactical way Result orientation Ability to spot and utilize opportunities Energetic and enthusiastic personality. Education Graduation in any discipline from a recognized educational institute 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. 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. Show more Show less

JOB PROFILE Position Assistant Area Sales Manager Location Raipur Reports to M5 Category Agency Reporting Cluster Head Level M8 Our 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. Our Values Commitment Innovation Empathy Collaboration Transparent 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. Key Roles & Responsibilities Primary Role Description Recruitment of Key advisors Activation of agents Regular Train advisors & resolve quries Drive business promotion activities Enable & train people on digital platform Support advisors in developing business in local market Motivate advisors for achieving Rewards recognition programme Development of Agency business in the location Focus on Business achievement Drive Digital Agenda Quality of business Key Roles & Responsibilities Achievement of Business Plans To own the business plan for the branch – both top line and bottom line targets for Team Internalize the Management philosophy and business strategy of the company and drive it in the branch Ensure that the existing team of Agents is engaged, motivated and productive by forging a strong relationship with them Ensure that new Agent Advisors are constantly inducted, activated and productive for Team Drive the incentive schemes to ensure that the income of the Agency managers and Agent Advisors exceed benchmark Key Requirements – Education & Certificates MBA in Marketing / PGDM Key Requirements - Experience & Skills New GWP Renewal GWP Renewal no. of cases Active agents and PA Desired product mix No. of New Agents Audit findings Employee engagement Attrition Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing skills Yes Product/Insurance Knowledge NA Continuous Learning Yes Technology Proficiency Yes Team Work Yes Problem Solving & Analytical Skills Yes Compliance& Regulatory Knowledge Yes Customer Focus Yes Comments if Any/ Add. Comp. Comments if Any/ Additional Functional Competency Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Yes Entrepreneurship Yes Execution Excellence Yes Building High Performing Teams Yes Comments if Any Show more Show less

JOB PROFILE Position Manager – Contact Centre Location NOC Reports to General Manager – Contact Center Department Operations & CS Function Contact Center Level M6 Key Roles & Responsibilities  Develop and implement long-term strategies to elevate contact center performance in medical servicing.  Leverage medical expertise to enhance customer interactions, ensuring the team is well- equipped with the latest healthcare knowledge by conducting training sessions.  Define success metrics and KPIs that align contact center SLAs with business objectives and industry best practices.  Lead digital transformation initiatives to integrate AI and automation for seamless service delivery.  Foster a customer-centric culture, emphasizing proactive issue resolution.  Drive data-driven decision-making, leveraging analytics to optimize operational efficiency and customer satisfaction.  Collaborate with cross-functional teams, including claims management, medical underwriting, and product innovation, to ensure holistic service delivery.  Lead workforce planning and talent strategy, ensuring high levels of training, engagement, and retention among contact center teams.  Implement continuous improvement frameworks to refine customer journeys and optimize the resolution process. Key Requirements – Education & Certificates  Any Life science, Paramedical, Medical Graduates and Postgraduates (Pharmacy, Physiotherapy, Nursing, Health education) or equivalent degree Key Requirements - Experience & Skills  A minimum of 5-8 years of experience in a call center environment, preferably in a healthcare or medical insurance setting.  Strong knowledge of medical terminology, insurance claim procedures, and billing codes.  Ability to contribute to revenue basis cross sell.  Excellent verbal and written communication skills.  Strong presentation skills.  Ability to handle high call volumes and prioritize customer needs effectively.  Strong problem-solving and decision-making abilities.  Attention to detail and accuracy in data entry and documentation.  Exceptional customer service skills with a friendly and professional demeanor.  Proficiency in using computer systems, including customer relationship management (CRM) software and Microsoft Office Suite.  Ability to work effectively in a team-oriented environment.  Flexibility to work in shifts as per business requirements. Key Functional Competencies Functional competency Beginner Intermediate Expert Convincing skills Product Knowledge Team Handling Behavioral Competency Behavioral competency Beginner Intermediate Expert Strategic Mindset Entrepreneurship Execution Excellence Building High Performing Teams Show more Show less

Position - Unit Manager Department - Sales & Distribution Designation - Senior Executive Primary Role Description: - Enable achievement of key business outcomes Build a quality Agency by focusing on quality of hire and skilling Ensure adherence to all statutory and compliance requirements Key Roles & Responsibilities Achievement of Business Plans  Ability to manage all the parameters of their business;  Recruitment  Activation  Premium Collection  Case Rate and Case count  Persistency  Ensure that the Agents are engaged, motivated and productive by forging a strong relationship  Ensure that Agents are constantly inducted, activated and productive  Drive the incentive schemes to ensure that the Agent’s income exceeds benchmark  Drive the R&R schemes floated by HO, ZO and branch  Support the Agents in liaison with the HO for addressing their requirements/ concerns  Being fully compliant to all the norms laid down by the regulators and the company  Manage channel conflicts in the team  To achieve product wise targets & profitability  Understand the Agent’s business in depth and seek opportunities for business development and revenue generation Team Building  Goal setting of all Agents in the team  Regular and periodic review, monitoring and mentoring of all the relationship they are managing to ensure that they are on track to achieve their goals  Regular Field observation and Demonstration with the agency force  Regular Agent visit Education - Graduation in any discipline from a recognized educational institute Experience - 4-6 years of relevant work experience Targets - New GWP Renewal GWP Renewal no. of cases Active agents and PA New Agents Hiring Audit findings Show more Show less

Position - Unit Manager Department - Sales & Distribution Designation - Senior Executive Primary Role Description: - Enable achievement of key business outcomes Build a quality Agency by focusing on quality of hire and skilling Ensure adherence to all statutory and compliance requirements Key Roles & Responsibilities Achievement of Business Plans  Ability to manage all the parameters of their business;  Recruitment  Activation  Premium Collection  Case Rate and Case count  Persistency  Ensure that the Agents are engaged, motivated and productive by forging a strong relationship  Ensure that Agents are constantly inducted, activated and productive  Drive the incentive schemes to ensure that the Agent’s income exceeds benchmark  Drive the R&R schemes floated by HO, ZO and branch  Support the Agents in liaison with the HO for addressing their requirements/ concerns  Being fully compliant to all the norms laid down by the regulators and the company  Manage channel conflicts in the team  To achieve product wise targets & profitability  Understand the Agent’s business in depth and seek opportunities for business development and revenue generation Team Building  Goal setting of all Agents in the team  Regular and periodic review, monitoring and mentoring of all the relationship they are managing to ensure that they are on track to achieve their goals  Regular Field observation and Demonstration with the agency force  Regular Agent visit Education - Graduation in any discipline from a recognized educational institute Experience - 4-6 years of relevant work experience Targets - New GWP Renewal GWP Renewal no. of cases Active agents and PA New Agents Hiring Audit findings Show more Show less

JOB PROFILE Position Executive/Senior Executive Location Amritsar/Jammu Reporting Mgr. Name - Sumit Aggarwal Department Fields Servicing & Support Reporting Mgr. Designation Manager Offered Grade M8/M9 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values Commitment 2. Innovation 3. Empathy 4. Collaboration 5. Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR 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+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it. Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry. 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. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team. ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: - Key Roles & Responsibilities  Renewal Retention  Leads Generation from Existing Customers  Visits in Hospital & Customer Site for feedback  Customer & Advisor Servicing  Branch Activities . Key Requirements – Education & Certificates Bachelor Degree Key Requirements - Experience & Skills Candidate should be belonged to Insurance sector . Key Functional Competencies Functional competency Beginner Intermediate Expert Fresher not required. NBHI Core Competencies Behavioral Competency Behavioral competency Beginner Intermediate Expert Targets/ KRA/ KPI (Tentative Business Nos./ Goals, Measure of Success & Weightages) Goals Measures of Success Weightage Company MOS Defined as per Company Policy Defined as per Company Policy Functional Hierarchy/ Reporting Matrix Hiring Manager has to inform the TA Team about the Reporting manager’s grade and the candidate’s grade. (Reporting Manager and Prospective New Hire Grade to be clearly mentioned below) M1 M2 M3 M4 M5 M6 M7 M8 M9 Show more Show less