Job Description
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, ****** 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
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, ****** 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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager - IDBI Bank - position is now open for candidates interested in the Bank Jobs sector. This role in Indore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
