Company Description Niva Bupa Health Insurance Company Ltd is a joint venture between Fettle Tone LLP an affiliate of True North Fund VI LLP and Bupa Singapore Holdings Pte Limited a global healthcare services expert Guided by the vision to become Indias most admired health insurance company Niva Bupa focuses on empowering customers with knowledge expert guidance and a wide range of services that help them take control of their health decisions Bupa brings over six decades of healthcare experience and a 29 million customer base across more than 190 countries while Fettle Tone LLP contributes deep expertise in building midsized Indian businesses into worldclass socially responsible leaders Niva Bupas mission is to give every Indian the confidence to access the best healthcare emphasizing longterm relationships rather than onetime transactions The company promotes values of hope positivity and energy reflected in the name Niva which means sun in Hindi Sanskrit Role Description The Senior Relationship Manager is a fulltime onsite role based in Surat responsible for managing and growing key customer and partner relationships for Niva Bupa Health Insurance The role involves actively engaging with existing and potential customers understanding their health insurance needs and offering suitable products and services that align with company guidelines The Senior Relationship Manager will coordinate with internal teams and distribution partners ensure smooth policy issuance and servicing and address customer queries and concerns promptly Daily activities include meeting sales and relationship targets conducting regular followups organizing customer meetings and presentations and maintaining accurate records of interactions and opportunities The role also requires monitoring market trends gathering feedback to improve service quality and representing Niva Bupas values in all external interactions Qualifications Solid relationship management and customer service skills with the ability to build trust handle queries and maintain longterm client engagement Proven sales and business development capabilities in financial services or insurance including meeting targets identifying opportunities and converting leads Solid communication and interpersonal skills including clear verbal and written communication and effective presentation abilities Good analytical and problemsolving skills to understand customer needs interpret policy features and recommend appropriate solutions Ability to work onsite in Surat manage a field schedule and collaborate effectively with crossfunctional teams and distribution partners Bachelors degree in business finance marketing or a related field relevant professional certifications in insurance or financial services are an advantage Prior experience in health insurance banking or related financial sectors is preferred along with familiarity with local Surat market dynamics Comfort with basic digital tools and CRM systems for tracking leads customer interactions and reporting

📌 Senior Relationship Manager (Surat)
🏢 Niva Bupa Health insurance
📍 Surat