JOB PROFILE
Position Relationship Manager Location Pan IndiaReports to Area Manager Category Institutional SalesReporting Area Manager Level Assistant ManagerOurPurposeAt Niva Bupa, our purpose is to give every Indian the confidence to access the besthealthcare by empowering them with knowledge, guiding them with expertise, andproviding them with a gamut of services that instils confidence and puts control backin 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 InsuranceCompany Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VILLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcarecompany 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 AloneHealth Insurers in the country with a current employee strength of 7000+ with growth rate of154% since FY 20 and growing. We are a fully integrated health insurance provider with in-houseclaims processing; under-writing and servicing. Our goal is to achieve more than 10000 CrGWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growthjourney to achieve it.Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of thebest 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 rolesare 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 regionalSales through the Bancassurance partner. The job holder will work closely with the partnerchannel, particularly branch managers of the Banca partners, Customer Service and acrossthe business to ensure the timely delivery of high value, high quality services to Bancabeneficiaries.
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 acrossall ranks and files of the branch and resolve escalations with in TATs Support bank's sales forcein terms of various activities like o Joint sales calls to generate leads o Update branch manager onaccurate records of referrals received from all constituents of the branch o Adhere to the TATson first customer contact & follow ups from the date the lead is being registered o Service branchcustomers for any query Regular product training / refresher to the sales force of the branchEnsure activation of bank's sales force on a weekly, fortnightly, and monthly basis Driveproductivity by right advising of health insurance solutions Measure penetration acrossrelationship manager, client base / branch base Update MBHI lead management system Engagein branch customer awareness program and explore every possible opportunity to bundle thehealth insurance proposition Create mindshare across branch leadership team Drive effectivelythe Reward and recognition programs launched for the bank staffKey Requirements - Education & CertificatesA 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 CompetenciesFunctional competencyBeginnerIntermediateExpertConvincing skills YesProduct/InsuranceKnowledge YesContinuous Learning YesTechnology Proficiency YesTeam Work YesProblem Solving &Analytical Skills YesCompliance& RegulatoryKnowledge YesCustomer Focus YesComments if Any/ Add.Comp.Comments if Any/ Additional Functional CompetencySpecial Differentiating Responsibilities
- Managing 3 branches.
- Focusing higher segment penetration.
- First in the industry concept.
- Propensity Lead support from HO
Behavioral Competency
Behavioral competencyBeginnerIntermediateExpertStrategic Mindset YesEntrepreneurship YesExecution Excellence YesBuilding High PerformingTeamsComments if Any
