Job Description
Position :Relationship Manager
Location : Bangalore
Department Bancassurance & Alliances - NBFC Channel
Function Sales and Distribution
Reporting to Regional Sales Manager
Job Summary
(Describe the primary function and purpose of this role)
The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance - 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.
• Achieve assigned annual target of the branch by driving sales across all customer
segments- Business mix in terms of blended premium & no. of cases. • GWP new
• Maintain cordial relationship across all ranks and files of the branch and resolve • GWP - renewal
escalations with in TATs • Compliance & Audit adherence
• Support banks sales force in terms of various activities like • Claim
o Joint sales calls to generate leads
o Update branch manager on accurate records of referrals received from all Key Relationships (Internal / External)
constituents of the branch
(Mention the set of key internal and external stakeholders)
o Adhere to the TATs on first customer contact & follow ups from the date the lead is
being registered
Internal
o Service branch customers for any query
• Operations
• Regular product training / refresher to the sales force of the branch
• Ensure activation of banks sales force on a weekly, fortnightly, and monthly basis
External
• Drive productivity by right advising of health insurance solutions
• Respective bank representatives
• 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. Preferred Skill Set
(Describe the nature and level of key skill required\preferred to perform the jobs e.g. interpersonal skills, problem solving ability and business expertise)
• Good in relationship management
• Strong communication and presentation skills
• Customer and issues resolution focussed
• Persuading and influencing
Minimum Qualification Minimum Experience
A graduate degree holder in any discipline • 2-3 Years of experience, preferably in Life / General Insurance
(Bancassurance only). Relationship Management/ Investment &
Wealth Advisory (Banks)
• Has demonstrated capabilities of managing Affluent/HNI Customers
in the previous roles directly/indirectly