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