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Senior Relationship Manager

Senior Relationship Manager

???? Job Opportunity – Senior Relationship Manager

???? Location: Faridabad
???? Reports to: Area Manager
???? Category: Institutional Sales
???? Level: Assistant Manager
???? Industry: Insurance
???? Employment Type: Full-time
???? Function: Sales & Business Development


???? Our Purpose at Niva Bupa

At Niva Bupa Health Insurance, our mission is to empower every Indian with confidence in accessing the best healthcare. We achieve this by providing expert guidance, innovative solutions, and a range of services that put control back in our customers’ hands.


???? About Niva Bupa Health Insurance Company

Niva Bupa Health Insurance Company Limited (formerly Max Bupa Health Insurance) is a joint venture between Fettle Tone LLP (True North Fund VI LLP) and the Bupa Group, a global leader in healthcare services for over 70 years.

???? Our growth at a glance:
One of India's fastest-growing Standalone Health Insurers
7000+ employees with a 154% growth rate since FY20
Great Place to Work certified (3rd year running)
Goal: Achieve ₹10,000 Cr GWP by 2027

We take pride in being an Equal Opportunity Employer, embracing diversity in gender, age, ability, and background. 12% of our leadership roles are held by women. We also encourage specially-abled professionals to join us.


???? Key Roles & Responsibilities

???? Primary Role

The Senior Relationship Manager will manage regional sales through Bancassurance partners and drive business growth through strategic relationships with banking partners.

???? Key Responsibilities

Achieve annual targets for branch sales (Business mix & case count)
Build strong relationships across all branch levels and resolve escalations efficiently
Support sales teams with activities like:

  • Joint sales calls to generate leads
  • Referral tracking & updates
  • Timely customer contact & follow-ups
    Product training for bank sales teams
    Ensure activation of sales teams on a regular basis
    Advise on health insurance solutions to drive higher penetration
    Use lead management systems effectively
    Conduct customer awareness programs within branches
    Create mindshare across branch leadership
    Drive reward & recognition programs for bank staff

???? Education & Experience Requirements

???? Education: Graduate degree in any discipline
???? Experience: 2-3 years (Preferably in Life/General Insurance Bancassurance, Relationship Management, Investment & Wealth Advisory)


???? Key Functional Competencies

Competency Beginner Intermediate Expert
Convincing Skills    
Product/Insurance Knowledge    
Continuous Learning    
Technology Proficiency    
Teamwork    
Problem-Solving & Analytical Skills    
Compliance & Regulatory Knowledge    
Customer Focus    

???? Special Responsibilities:
Managing 3 branches
Focusing on higher-segment penetration
First-in-the-industry concept implementation
Lead support from Head Office


???? Behavioral Competencies

Competency Beginner Intermediate Expert
Strategic Mindset    
Entrepreneurship    
Execution Excellence    
Building High-Performing Teams    

???? Interested candidates, apply now!

Let me know if you need any refinements! ????

 

 

 

 

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