Relationship Manager| NBFC | Rajasthan

JOB PROFILE

Position Relationship Manager - NBFC Location Udaipur/Jaipur/Jodhpur

Reports to Cluster Relationship Manager Category Strategic Alliance - NBFC

Reporting Level Assistant Manager (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
• 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.

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 NBFC partner.

The job holder will work closely with the partner channel, particularly branch managers of the

NBFC partners, Customer Service and across the business to ensure the timely delivery of high

value, high quality services to NBFC 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 NBFC's sales force in terms of various activities like o Joint sales calls to generate

leads

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 NBFC'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 NBHI 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

GWP - new

Key Requirements - Education & Certificates

Key Requirements - Experience & Skills

Good in relationship management, Strong communication and presentation skills

Customer and issues resolution focussed,

Good communication and influencing skills, A graduate degree holder in any

discipline,

Minimum Experience of 2 - 4 Years of experience, preferably in Life Insurance/

General Insurance (Bancassurance only)/ Relationship Management/ Investment

& Wealth Advisory (Banks) Has demonstrated capabilities of managing

Affluent/HNI Customers in the previous roles directly/indirectly

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

Behavioral Competency

Behavioral competency Beginner Intermediate Expert

Strategic Mindset Yes

Entrepreneurship Yes

Execution Excellence Yes

Building High Performing

Teams Yes

Comments if Any