8322 Relationship Manager Jobs - Page 20

Job Title: Sales Strategist – Forex Business : Nuvama Professional Clients Group (PCG) Locations: Mumbai / Delhi / Kolkata Experience: 5+ years Role Type: Mid-Senior Level | Front-End Sales About Nuvama PCG At Nuvama Professional Clients Group, we serve a distinguished set of clients including Ultra HNIs, Family Offices, Corporates, and Quasi-Institutions. With a legacy of trust and innovation, we offer a full spectrum of financial products and services tailored to sophisticated investors. Why Join Us? Elite Client Access: Work directly with 500+ corporate clients, including 200+ active traders with forex exposure of 50 Cr.+ Specialist Treasury Platform: Leverage Nuvama’s institutional-grade infrastructure for Forex, Commodities, and Hedging Solutions Leadership Role: Anchor the growth of our Corporate Forex & Commodities Desk across key strategic markets Cross-Selling Ecosystem: Offer integrated solutions including AIFs, PMS, Equities, Fixed Income, and Commodities Innovative Culture: Be part of a collaborative and growth-oriented team backed by strong leadership Role Overview We are looking for Sales Strategist – Forex to lead and grow our Corporate Forex & Commodities Desk. The role requires deep understanding of FX markets, corporate treasury needs, and strong relationship management skills. You will be responsible for client acquisition, strategy development, and revenue generation across strategic locations. Key Responsibilities Acquire and manage mid-to-large corporates with high-volume forex exposure (50 Cr+) Deliver bespoke treasury strategies, forex and commodities hedging solutions Drive client acquisition, engagement, retention, and wallet share expansion Build deep relationships with CXOs, CFOs, promoters, and trade associations Ensure seamless transaction execution, real-time pricing, and compliance adherence Contribute to client education, market strategy, and product innovation initiatives Key Requirements 5+ years of experience in Forex, Commodities or Treasury Sales Acquiring and managing corporate clients Strong knowledge of FX derivatives, hedging instruments, and commodities trading Strategic thinking, excellent communication, and team leadership skills Ability to navigate regulatory frameworks and optimize pricing and execution Existing relationships with corporates and treasury stakeholders are a strong plus Preferred Background Previous roles in banks, broking houses, or FX trading desks preferred Exposure to structured solutions, investment products, and cross-selling frameworks Regards, HR Team

Codingal (www.codingal.com) is the global leader in online AI & coding education for kids and teens. We offer live, interactive classes led by expert Computer Science instructors, empowering students to build apps, games, websites, and AI-powered projects. Our mission is to help kids fall in love with coding and prepare them to become future-ready creators, entrepreneurs, engineers, and scientists. With a curriculum accredited by STEM.org and aligned with the K-12 Computer Science Framework, we offer personalized learning through 1:1 and small-group classes. As AI reshapes the world, Codingal integrates real-world AI tools like ChatGPT, machine learning, and data science into the learning journey, helping kids not just use AI but build with it. Trusted by over 1 million students worldwide and backed by Y Combinator , Rebright Partners , and top angels, Codingal is rated 4.9/5 by students and has an NPS of 86, making it the most loved platform for coding and AI education. \ We are looking for a full-time Relationship Manager to join the passionate Codingal team. Key Responsibilities Responsible for the retention, renewals, and referrals of the student Engage and preserve the existing customers and cultivate profitable relationships Interact with customers via calls and messages Achieve monthly targets in a highly performance-driven, competitive environment Maintain the feedback from the parents and ensure that the proper action is taken in time Required Skills Proficiency in English communication and written skills is mandatory Computer Science or technical background preferred, but not mandatory Prior experience in Edtech B2C sales is preferred (min 6 months) Exceptional communicator and influencer who can deliver a sales pitch like a charm and maintain healthy customer relationships Result-driven with experience in an extremely target-centric job Self-learner with a high grasping ability and can learn about the product & services within 2 days Education Bachelors in IT field is preferred but not mandatory Perks Free Lunch & Dinner Exposure to a fast-paced Ed-Tech startup Health Insurance PF Contribution What We Offer 4L-6L fixed annual salary + 6 Lakhs of annual incentives (10L-12L of CTC depending on experience) A collaborative, mission-driven team culture Career growth opportunities Location: HSR Layout, Bangalore, India\ \ Please note that this is an in-person role, with no remote option available. \ \ You get to work with a young & smart team, including directly with the founders, who are on a mission to inspire school kids to fall in love with coding. Join us on the journey to provide coding education to every K-12 student and prepare them for the future. \ Apply now!

Rohan Motors Ltd. A "Royal Platinum" dealer of Maruti Suzuki is looking for Relationship Manager for Nexa. Candidate must be graduate having valid driving license & well known of four wheeler Driving. Experience : 1 to 3 years (sales domain) Location: Vikasnagar Intrested candidate can share their cv mail to: talentacquisition.uk@rohanmotors.co.in contact No- 7417454744 Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Provident Fund Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Management: 1 year (Preferred) Sales: 2 years (Preferred) Language: English (Preferred) Work Location: In person

Overview: As a Unit Manager in the Agency Channel, you will be responsible for leading and managing a team ofinsurance agents to drive business growth and achieve sales targets. You will play a pivotal role inrecruiting, training, and motivating agents to deliver exceptional results while ensuring compliance withcompany policies and regulatory requirements. Roles and Responsibilities: Recruit, onboard, and train a team of insurance agents to achieve sales targets and maximizeproductivity. Provide leadership, guidance, and support to agents to help them excel in their roles and developtheir skills. Conduct regular performance evaluations and provide constructive feedback to drive continuousimprovement. Set ambitious sales targets for the team and monitor performance against these targets, takingcorrective actions as necessary. Foster strong relationships with agents, clients, and other stakeholders to identify opportunities forcross-selling and upselling. Conduct regular training sessions and workshops to enhance the product knowledge, sales skills,and professionalism of agents. Ensure compliance with all applicable laws, regulations, and company policies to mitigate risks anduphold the company's reputation. Monitor agents' adherence to ethical standards, sales practices, and code of conduct, takingappropriate action in case of violations. Conduct periodic audits and reviews to assess compliance levels and implement correctivemeasures as needed. Track and analyze key performance indicators (KPIs) to evaluate the effectiveness of salesstrategies and identify areas for improvement. Prepare and present regular reports on team performance, sales achievements, market trends, andcompetitive landscape to senior management. We're looking for someone with: • Bachelor's degree in business administration, marketing, or related field. MBA preferred. • Minimum 1 year of experience in sales, preferably in the insurance industry, with a proven trackrecord of achieving targets Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Health insurance Provident Fund Experience: total work: 1 year (Required) sales: 1 year (Required) Language: English (Preferred) Willingness to travel: 75% (Required) Work Location: In person

Job Title: Sales Executive (Field-Based) – Freshers Welcome! Location: Chandigarh · Mohali · Panchkula (Tri-City) About PoPT: PoPT is an AI-powered real-estate platform built on transparency and reliability. We showcase RERA-approved projects and enable agents to upload unlimited listings—now available FREE for a limited period. Join us and help shape the future of property technology! Role Overview: As a Sales Executive, you’ll be our on-the-ground Relationship Manager, responsible for meeting real-estate agents daily and onboarding them onto PoPT. Your goal is to educate them on our free freemium model, capture their profile information, and collect listings—all while building strong, trustbased relationships. Key Responsibilities ● Field Visits: Visit 4–5 real-estate offices or agent locations per day (Monday–Saturday). ● Onboarding: Help agents register on PoPT, complete their profile setup, and choose their subscription plan. ● Listing Collection: Gather property details (photos, descriptions, configurations) and simply send to backend team. ● Daily Reporting: Submit end-of-day reports covering visits made, agents onboarded, and listings secured. ● Relationship Building: Act as the first point of contact—answer questions, troubleshoot issues, and maintain follow-up communication. What We’re Looking For: ● Freshers or up to 1 year of sales/field experience. ● Excellent communication skills in Hindi, Punjabi and English (basic is okay). ● Energetic self-starter with a ―go-getter‖ attitude—comfortable spending most of the day in the field. ● Basic smartphone and internet skills for using PoPT’s app and dashboard. ● Strong interpersonal skills and the ability to build rapport quickly. What You’ll Get ● Competitive fixed Salary. ● Hands-on training on PoPT’s proprietary platform and real-estate best practices. ● A clear career path: top performers transition to Senior Relationship Manager roles. ● Dynamic, supportive team culture—no desk-jockey routine! ● Opportunity to be part of a rapidly growing PropTech startup. Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹30,000.00 per month Benefits: Health insurance Provident Fund Experience: Relationship management: 2 years (Required) B2C Sales: 1 year (Required) Travel Industry: 2 years (Required) Language: English (Required)

Position: Relationship Manager - Outbound Telesales Location: Coimbatore,Siddhapudur Experience Required: 1–3 years in telesales outbound Experience Qualification: [12th Pass / Graduate] salary: 2.5 LPA to 3.6 LPA + Attractive Incentives Job Responsibilities To manage personal workloads efficiently & create opportunities to achieve and increase sales, persistency and conversion targets. ensure minimum phone statistic requirements are met. To ensure minimum productivity standards are met at all times. To use solution/consultative selling approach to provide the most appropriate recommendations for prospective Niva Bupa customers. Driving new sales. Delivery of revenue across all products. Providing world class customer experience. Needs to have a clear understanding of the internal and regulatory policies. Constantly driving results. Key Skills Required: Good communication skills (Tamil / Malayalam & English) Sales-driven and target-oriented Prior telesales experience preferred Interested candidates are requested to share their updated resume to mdjinitha@gmail.com Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month

Company Overview – Our Vision Estate Our Vision Estate is a trusted name in the real estate industry, offering premium residential and commercial property solutions. We focus on delivering exceptional client experiences through transparency, integrity, and innovative property solutions. Position: Relationship Manager – Real Estate Role Summary: We are looking for an energetic Relationship Manager to connect with clients, understand their property needs, and guide them through the buying, selling, or renting process. Key Duties: Build and maintain long-term client relationships. Present suitable property options based on client needs. Organize property visits and assist in deal closures. Achieve monthly/quarterly sales targets. Stay updated with real estate market trends. Candidate Profile: Graduate (MBA or equivalent preferred). 1–3 years of real estate sales or client servicing experience. Strong communication & persuasion skills. Target-driven and self-motivated. Location: Pune, Baner Salary: Competitive + Incentives

Job Title: Relationship Manager – Real Estate Sales (B2C) 📍 Location: Balewadi, Pune 🏢 Industry: Real Estate 🕒 Job Type: Full-Time 📈 Experience Required: Min 6 months exp in sales Key Roles & Responsibilities: 📞 Cold call and reach out to potential clients to generate leads. 🏘️ Understand the customer’s real estate needs and provide appropriate property solutions. 📅 Schedule and conduct property site visits with prospective buyers. 📲 Regularly follow up with leads to ensure timely conversions and deal closures. 👥 Build and maintain strong, long-term client relationships. 🎯 Achieve monthly sales targets and support the overall sales team performance. Requirements: ✅ Minimum 6 months of experience in sales (Real estate experience is a plus) ✅ Strong communication, negotiation, and interpersonal skills ✅ Self-motivated and target-driven attitude ✅ Ability to work independently as well as in a team ✅ Willingness to travel for client meetings and site visits Benefits: Competitive salary + attractive performance-based incentives Training and development opportunities A vibrant and fast-paced work environment Career growth in the booming real estate sector 5 Days working culture. Quarterly appraisal opportunity.

Hello...........Hope your doing Good Urgent Openings in Kotak Life Insurance, Max life insurance, bharti axa life insurance , Edelweiss tokio life insurance,SBI life .. Limited Openings, Apply Immediately Minimum requirement of a candidate Graduation mandatory Above 3 to 4 years of experience in Field Sales Marketing Age 25 - 40 Package UPTO 4L P.A Benefits- Unlimited incentives + Every 6 months promotion, Mediclaim Credit card, loan facility on role, etc. Contact immediate on or Share your resume at9665821126 mail on shalini@willpowerconsultants.in Pls give references or share with needy people HR Consulta SHALINI 9665821126 This job is provided by Shine.com

Hello...........Hope your doing Good Urgent Openings in Kotak Life Insurance, Max life insurance, bharti axa life insurance , Edelweiss tokio life insurance,SBI life .. Limited Openings, Apply Immediately Minimum requirement of a candidate Graduation mandatory Above 3 to 4 years of experience in Field Sales Marketing Age 25 - 40 Package UPTO 4L P.A Benefits- Unlimited incentives + Every 6 months promotion, Mediclaim Credit card, loan facility on role, etc. Contact immediate on or Share your resume at9665821126 mail on shalini@willpowerconsultants.in Pls give references or share with needy people HR Consulta SHALINI 9665821126 This job is provided by Shine.com

We're Hiring: Relationship Manager 🏡 Join one of Goa’s leading real estate developers and be a key part of our growth story. We’re looking for passionate and dynamic Relationship Managers who thrive on building trust, delivering value, and creating long-term relationships with clients. If you're people-oriented, confident in communication, and love being part of a high-energy team, we’d love to meet you. Your Role: 🔹 Build and maintain strong relationships with prospective and existing clients 🔹 Understand client needs and guide them through our real estate offerings 🔹 Collaborate with the sales and marketing teams to ensure a seamless customer experience 🔹 Follow up on leads, schedule site visits, and close deals 🔹 Represent our brand with professionalism, empathy, and enthusiasm What We’re Looking For: ✔ Excellent communication and interpersonal skills ✔ Sales or customer-facing experience (Real Estate experience is a plus) ✔ Strong problem-solving abilities and a customer-first attitude Why Join Us? ✨ Work with a fast-growing, innovative team shaping Goa’s skyline ✨ Opportunity to grow professionally in a dynamic industry ✨ Supportive culture with a focus on relationships—both with clients and within our team 📍 Location: Gurugram 📧 To apply, send your CV to [your email] or message us directly here on LinkedIn. Let’s build something great together.

Company Description The B.M. Munjal Hero group ventured into housing finance in 2018, providing home loans, loans against property, Role Description This is a full-time, on-site role for a Relationship Manager based in Jaipur. The Relationship Manager will be responsible for building and maintaining relationships with clients/Connector/Builder/DSA and source files of Home and Mortgage Loan from market Qualifications Strong interpersonal and communication skills Experience in client relationship management and sales Knowledge of financial products, especially home loans and loans against property

Company Description GoSharpener is a networking platform dedicated to connecting young, action-oriented minds from around the world to discuss and act on ways to make the world a better place. Our platform fosters impactful contributions through secure communities, safe interactions, and curated events. By building a global youth network, we create a safe space that enables young individuals to discover global opportunities and foster a better future for themselves. Role Description The Relationship Manager role at GoSharpener is a full-time, on-site position located in Delhi, India. The Relationship Manager will be responsible for managing and maintaining strong relationships with community members, partners, and stakeholders. Daily tasks include coordinating and facilitating events, addressing member inquiries, developing and implementing engagement strategies, and ensuring member satisfaction. Additionally, the Relationship Manager will work closely with internal teams to identify and seize new opportunities for community growth and engagement. Qualifications Excellent communication and interpersonal skills Strong relationship-building and networking skills Experience in event coordination and facilitation Proficiency in strategy development and implementation Ability to work collaboratively and across departments Experience in a community or member-focused role is a plus Bachelor's degree in Business, Communication, or a related field

This job is provided by apna.co Designation : Relationship Manager Meet customers and talk about bank and insurance products Share Benefits And Help Them Choose What Suits The Go to customer places or call them for follow-ups Achieve sales targets and keep daily records Candidate Profile Any Graduate required Min. 1 year exp. in Insurance / Life Insurance Sales Age : 21 to 32 Yrs. Good Communication Skills For more information Call OR WhatsApp : 90991 10239 HR Nikul

About the job: Key Responsibilities: 1. Act as the primary point of contact for clients after company registration. 2. Understand clients' business needs and ensure timely delivery of services such as: a. Tax registration & filing b. Visa processing c. License renewals d. Compliance with UAE legal formalities 3. Advise clients on ongoing regulatory and administrative requirements. 4. Liaise with government departments (e.g., DED, MOHRE, GDRFA, FTA) to get client-related tasks completed efficiently. 5. Coordinate internal teams to fulfill client requests in a timely and professional manner. 6. Maintain all client-related documentation, tasks, and progress on SharePoint for transparency and tracking. 7. Ensure high client satisfaction and build long-term relationships to encourage referrals and repeat business. 8. Monitor renewal dates, deadlines, and proactively inform clients of required actions. 9. Attend client meetings, when necessary, to understand and solve complex issues. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Ahmedabad only Salary: ₹ 2,50,000 - 3,30,000 /year Experience: 1 year(s) Deadline: 2025-09-15 23:59:59 Skills required: Planning, Legal Drafting and Microsoft 365 Other Requirements: 1. Strong knowledge of business setup laws, government procedures, and documentation requirements. 2. Excellent communication skills in English. 3. Familiarity with SharePoint or other task/project management tools. 4. Strong organizational skills and ability to multitask under tight deadlines. 5. Ability to work independently and proactively solve problems. 6. A network of government contacts is highly desirable. About Company: Corppluse is established with the vision to provide world-class management advisory services to enterprises in the private, government, non-government, and academic sectors. Over the years, we have developed comprehensive capabilities in several functional and specialty segments and have emerged as the chosen partner in several innovative and path-breaking initiatives undertaken by various businessmen across the world. We help leaders make distinctive, lasting, and substantial improvements to the performance of their organizations. We tackle their most difficult issues and serious challenges. Our scale, scope, and knowledge allow us to address problems that no one else can. At heart, we are a network of people who are passionate about taking on immense challenges that matter to leading organizations, and often, to the world.

*JOB OPENINGS @ KALYANI MOTORS PVT LTD* *Job Positions: Relationship Manager / Sales Consultant* *Experience: 06 to 4 years* · Good communication in English and Kannada is must. · Only male candidates are preferred Any sales experience are considered. (Experience in automobile industries is an added advantage). · 2 Wheeler with Driving Licensee is Must. *Salary: Best in the industry (Attractive Incentives + Fuel Expense)* For additional details, please do not hesitate to contact our HR team: *Sr.HR Prema

NIVA BUPA HEALTH INSURANCE RELATIONSHIP MANAGER ROLES&RESPONSIBILITY Customer Satisfaction & Retention Communication & Coordination Market Analysis & Reporting NO. 9034567126 EMAIL ID OCS.NAUKRI8@GMAIL.COM

NIVA BUPA HEALTH INSURANCE RELATIONSHIP MANAGER CTC 3.6 TO 4LPA NUMBER 9034567126 MAIL ID OCS.NAUKRI8@GMAIL.COM

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Growth & Development Driving Top Line: Achieving expected sales target on consistent basis. Cascading the channel's strategy and key focus areas for the achievement of set goals. Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up. Key Stakeholder Management Engage with large IMDs in the city / region on a regular basis; share business insights, growth plans and new products / schemes in order to showcase organization credentials as well expand IMD network Inform superior on critical issues / concerns involving other verticals; seek support on resolution Sales Planning Devise month wise strategy and weekly breakdown with the team; identify possible risks and de-railers in achievement of the same; drive implementation of steps to tackle the challenges in the best possible way Market Study & Intelligence Gathering To develop adequate market intelligence to acquire business by establishing, positioning the BAGIC brand and growing the brand Excellent inter-personal skills and person expected to have high degree of credibility in the local market. Digitization: Online policy issuance should be promoted by way of training to IMDs and driving them for doing so.

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

JOB PROFILE Position Relationship Manager Location Coimbatore 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 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

JOB PROFILE Position Relationship Manager Location Pudukottai- Trichy 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 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

JOB PROFILE Position Relationship Manager Location Coimbatore- Pollachi 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 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