Relationship Manager

Job Description

JOB PROFILE

Position

Relationship Manager / Sr. Relationship

Manager Location Noida / Delhi

Reports to Cluste Relationship Manager Category Retail Sales - NBFC

Reporting Tushar Arora Level M7

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 Relationship Manager in NBFC is responsible for developing and maintaining strong partnerships with

external entities involved in distributing insurance products. They work to ensure smooth collaboration and

the achievement of mutual business goals.

Partner Relationship Management

Product Knowledge

Business Development

Compliance and Regulatory Adherence

Sales Support Data Analysis

Contract Negotiation

Customer Service

Key Roles & Responsibilities

A Relationship Manager in NBFC for insurance typically plays a crucial role in managing and enhancing the

relationships between an insurance company and its third-party partners, such as brokers, agents, or financial

Institutions. Here's a Job Description For This Role

Key Requirements - Education & Certificates

Graduate & Post Graduate (In Any Field)

Key Requirements - Experience & Skills

Interpersonal Skills

Negotiation Skills

Product Knowledge

Problem-Solving

Customer Focus

Key Functional Competencies

Functional competency Beginner Intermediate Expert

Convincing skills NA Yes NA

Product/Insurance Knowledge NA Yes NA

Continuous Learning NA Yes NA

Technology Proficiency NA Yes NA

Team Work NA Yes NA

Problem Solving &

Analytical Skills NA Yes NA

Compliance& Regulatory

Knowledge NA Yes NA

Customer Focus NA Yes NA

Comments if Any/ Add. Comp. NA NA NA

Comments if Any/ Additional Functional Competency

Behavioral Competency

Behavioral competency Beginner Intermediate Expert

Strategic Mindset Yes Yes Yes

Entrepreneurship Yes Yes Yes

Execution Excellence Yes Yes Yes

Building High Performing

Teams Yes

Comments if Any