Relationship Manager

Gefunden in: Talent DE 2 C2 - vor 1 Woche


Salem, Deutschland Niva Bupa Health Insurance Vollzeit
JOB PROFILE

Position

Relationship Manager

Location

Salem

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, sexual 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 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

2-5 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
  • Relationship Manager

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Muthoot Finance Vollzeit

    Acquisition of new clients for Affordable Housing Loans. Achieving the sales targets of self by sourcing, servicing, and login the home loan business. Building a builder network for easy movement of files by getting the APS cleared. Responsible for mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the...

  • Senior Relationship Manager

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Niva Bupa Health Insurance Vollzeit

    JOB PROFILEPositionSenior Relationship Manager SalemLocationVRepArea ManagerCategoryInstitutional SalesReportingArea ManagerLevelAssistant ManagerOur PurposeAt 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...

  • Assistant Relationship Manager

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Niva Bupa Health Insurance Vollzeit

    JOB PROFILEPositionAssistant Relationship ManagerLocationSalemReports toArea ManagerCategoryInstitutional SalesReportingArea ManagerLevelSenior ExecutiveOur PurposeAt 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...

  • Relationship Officer

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Ultrafly Solutions Private Limited Vollzeit

    Position: Relationship officerExperience: 2yrsDomain Experience: Affordable housing finance experience, dealing with DSA and customersResponsibilitiesUnderstand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable relationshipsResolve customer complaints quickly and effectivelyForward upselling and...

  • Elite Relationship manager

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Venpa Staffing Services India Private Limited Vollzeit

    Dear Candidates,Good Day..!!Location: Salem ,Trichy.• Post Graduate with 6+ years of relevant experience in Acquisition/relationship management • Good local Network and Must have good knowledge of Insurance & Investment Products • Proven capacity to aim on Revenue targets and handle multitasking. • Experienced folks from...

  • Assistant Relationship Manager

    Gefunden in: Talent DE C2 - Vor 2 Tagen


    Salem, Deutschland Tata AIA Life Insurance Vollzeit

    JOB DESCRIPTION Position Title Assistant Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer (102/103) Organizational Relationships Reports to Direct Sales Manager Job Dimensions Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force...

  • Relationship Associate

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Niva Bupa Health Insurance Vollzeit

    JOB PROFILEPositionRelationship AssociateLocationSalemReports toCRM/Area ManagerCategoryInstitutional SalesReportingCRM/Area ManagerLevelExecutiveOur PurposeAt 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...

  • Relationship Banker

    Gefunden in: Talent DE C2 - vor 1 Woche


    Salem, Deutschland Bank of America Vollzeit

    Description : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep...

  • Relationship Manager-NEW CAR FINANCE-Sales

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Kotak Mahindra Bank Limited Vollzeit

    Job Responsibilities:Generating business from existing branch customers.Monitoring pre and post disbursal documents / formalities.Monitoring & resolving Infant delinquent casesBuilding relationship with current and prospective CustomersMeeting HNI customers for Business LoansJob Requirements:High on quantitative aptitudeComfortable with using MS Word and MS...

  • Sales Manager

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Muthoot Finance Vollzeit

    C reate branch sales plans and projection in alignment with business objectives Support Relationship Officer / Relationship Manager with day-to-day business activities Evaluate team s and individual performances Report on branch sales results Forecast quarterly and annual profits Identify hiring needs, select and train new salespeople Prepare and...

  • Sales Manager

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Muthoot Finance Vollzeit

    Create branch sales plans and projection in alignment with business objectives Support Relationship Officer / Relationship Manager with day-to-day business activities Evaluate team s and individual performances Report on branch sales results Forecast quarterly and annual profits Identify hiring needs, select and train new salespeople Prepare and...

  • State Credit Manager

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland TopGear Consultants Pvt Ltd Vollzeit

    Opening with a leading Banking Industry for their office in Salem, Tamil Nadu.  Role: State Credit ManagerLocation: Salem, Tamil NaduExperience:5-6 Years+ Roles Responsibilities:Should have exposure to Tractor/ CV/CE /Car (asset based) financing experience with reputed organization- Private Banks/ NBFC/Nationalized banks- Min 5 Years.Directly Managing Team...

  • Key Account Manager

    Gefunden in: Talent DE C2 - vor 2 Wochen


    Salem, Deutschland Tata AIA Life Insurance Vollzeit

    JOB DESCRIPTION A. Position Overview Position Title Key Account Manager Department IDFC First Level/ Band Executive - 204 Role Summary : -Visit partnerbranches and interact with Bank branch managers -Ensure salestargets assigned are met on every parameter -Interact withcustomers to explain the products and solutions -Help...

  • Manager - Agency Business Associates

    Gefunden in: Talent DE C2 - vor 1 Woche


    Salem, Deutschland Tata AIA Life Insurance Vollzeit

    JobDescription A Position Overview Position Title Business Associate Manager Department Business Associate Model – Agency Sales Level/ Band Assistant Manager / Manager Role Summary: Identify, recruitand build a team of business associates and advisors to drive businessobjectives on a month on month basis, as per the...

  • Branch Sales Manager

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Avanse Financial Services Ltd. Vollzeit

    Job DescriptionThe incumbent will be responsible to sell the product by establishing contact and building relationships with prospectsRoles & Responsibilities**Specific Responsibilities**Understanding of the Educational Dynamics of the market and the area.Understanding of the Channel network and Industrial Areas of the market.Sell product by establishing...

  • Senior Executive-Relationship Management

    Gefunden in: Talent DE 2 C2 - Vor 5 Tagen


    Salem, Deutschland Homelane Vollzeit

    Job DescriptionDetailed ResponsibilitiesProspect relentlessly to build pipeline and build strong relationships with prospectsOwn the experience we give every prospective customer from the first time they interact with usBe responsible for achieving sales targets by working with a talented group of interiors designersBe proactive about solving problems even...

  • Employee

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Kotak Life Insurance Vollzeit

    Role - Relationship Manager - DM Sales (L2)Education and Experience -Graduation mandatory 2-4 yrs. in Life Insurance sector will be preferred.Job Role -To achieve sales targets by making effective sales presentations in a venue setting to maintain high standards of service quality and attract and convert leads shared by the organization.Convert leads and...

  • Nurse Navigator

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Mass General Brigham Healthcare at Home Vollzeit

    Summary of Positionlocated at Salem Hospital EDThe Emergency Department Nurse Navigator is responsible for accurate and efficient patient identification for the MGB Home Hospital. The ED Nurse Navigator identifies eligible patients and conducts clinical and social eligibility and safety screening while collaborating with the Home Hospital Admitting provider,...

  • Branch Manager

    Gefunden in: Talent DE 2 C2 - vor 1 Woche


    Salem, Deutschland Tata Mutual Fund Vollzeit

    Job Description.To drive sales and ensure business targets are achieved for the assigned areaCore Responsibilities:Branch Process ManagementoExecute the defined strategy to achieve the defined performance of the branch.oCreate a demand funnel and efficiently meet sales forecasts by maintaining a good relationship with clientsoManage growth and profitability...

  • Merrill Financial Solutions Advisor

    Gefunden in: Talent DE C2 - vor 1 Woche


    Salem, Deutschland Bank of America Vollzeit

    Description At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of...