Senior Relationship Manager

About the role

The Senior Relationship Manager is a key member of a team responsible for managing Niva Bupa's regional sales through the bancassurance partner network. They will work closely with the partner channel, particularly branch managers of the bancassurance partners, customer service, and across the business to ensure the timely delivery of high-value, high-quality services to bancassurance beneficiaries.

Responsibilities

• Achieve assigned annual target of the branch by driving sales across all customer segments - Business mix in terms of blended premium & number of cases.
• Maintain cordial relationships across all ranks and files of the branch and resolve escalations within TATs.
• Support the bank's sales force in activities such as joint sales calls to generate leads, updating branch managers on accurate records of referrals, adhering to TATs on first customer contact and follow-ups, and serving branch customers for any queries.
• Regularly provide product training/refresher to the sales force of the branch.
• Ensure activation of the 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.
• Create mindshare across branch leadership team.
• Drive effectively the reward and recognition programs launched for the bank staff.

Requirements

• Education & Certificates: Graduate degree holder in any discipline.
• Experience & Skills: 2-3 years of experience, preferably in Life / General Insurance Bancassurance only. Relationship Management/ Investment & Wealth Advisory (Banks).
• Functional Competencies:
• 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

Qualifications

• Functional Competencies:
• Strategic Mindset: Yes
• Entrepreneurship: Yes
• Execution Excellence: Yes
• Building High Performing Teams: 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