JOB PROFILE Position Area Manager Location Trivandrum Reporting Mgr. Name - Sumit Prakash Department Bancassurance – HDFC ASSETS Reporting Mgr. Designation Zonal Head Offered Grade M5 Our Purpose At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” Our Values

- Commitment
- Innovation
- Empathy
- Collaboration
- Transparency

Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR 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. ESG: Supporting action to protect,



restore and regenerate local environments for the benefit of our customers our people, our communities and wider society For more Details visit our website- www.nivabupa.com Key Roles & Responsibilities Primary Role Description: - Reporting of FOS and ensuring their 100% target achievements. Driving 100 % engagement with assigned business vertical along the location Managing a team of 5 – 6 people for the Chennai 2 circle in South 1 region. The person will be responsible to train and manage the team. Support the team by coordinating with the Area Sales Manager, Regional Sales Manager and TPP. Key Roles & Responsibilities:

- Meeting and driving business in alignment of HDFC Assets TPP and Business channel ZSM / RSM / ASM /SM and their team.
- Driving of the business nos in channel with all sales Parameters
- Making FOS team to get their nos Achievement
- Ensuring FOS team to follow the process and deliver all the vectors of sales
- Ensuring Team Training and claim process adherence for the channel
- Manpower Hiring as per the approved budget

Key Requirements – Education & Certificates Degree Key Requirements - Experience & Skills Minimum 5 – 6 experience in sales with 1 – 2 years’ experience of managing the team

Key Functional Competencies Functional competency Beginner Intermediate Expert Training X Relationship Building X Team Management X NBHI Core Competencies Behavioral Competency Behavioral competency Beginner Intermediate Expert MIS – Excel X Email X Contest designing X Targets/ KRA/ KPI (Tentative Business Nos./ Goals, Measure of Success & Weightages) Goals Measures of Success Weightage Company MOS

Defined as per Company Policy

Defined as per Company Policy

Sr. No. Goals Measures of Success Weightage 1

Annual Target New Business GWP

100%

70%

2

BDR activation

70% of BDR activation

15%

3

SM activation

70% of SM activation

15%

Functional Hierarchy/ Reporting Matrix Hiring Manager has to inform the TA Team about the Reporting manager’s grade and the candidate’s grade. (Reporting Manager and Prospective Recent Hire Grade to be clearly mentioned below)

📌 Area Manager (Kerala)
🏢 Niva Bupa Health insurance
📍 Kerala