Position Relationship Manager Location Pan India
Reports to Area Manager Category Institutional Sales
Reporting Area Manager Level Assistant Manager
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
Innovation
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
We are a fully integrated health insurance provider with in-house
claims processing; under-writing and servicing. GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth
Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the
Niva Bupa is an Equal Chance Employer committed to achieving diversity within its workforce,
disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles
are led by women.



Sales through the Bancassurance 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
Achieve assigned annual target of the branch by driving sales across all customer segments-
all ranks and files 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
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
health insurance proposition Create mindshare across branch leadership team Drive effectively
the Reward and recognition programs launched for the bank staff
A graduate degree holder in any discipline
Key Requirements - Experience & Skills
2-3 years of experience, preferably in Life / General Insurance Bancassurance only).
Relationship Management/ Investment & Wealth Advisory (Banks)
Compliance& Regulatory
Propensity Lead support from HO
Building High Performing

📌 Sales and Relationship Manager (Pune)
🏢 Niva Bupa
📍 Pune