
Assistant Relationship Manager Surat
3 weeks ago
Job Description
JOB PROFILE
Position
Assistant Relationship Manager
Location
West Zone
Reports to
Area Manager
Category
Institutional Sales
Reporting
Area Manager
Level
Senior Executive
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 job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the 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 beneficiaries.
Key Roles & Responsibilities
Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.
Maintain cordial relationship across 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 accurate records of referrals received from all constituents of the branch
- Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered
- 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 in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition
Create mindshare across branch leadership team
Drive effectively the Reward and recognition programs launched for the bank staff
Key Requirements Education & Certificates
A graduate degree holder in any discipline
Key Requirements - Experience & Skills
2-5 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks)
Key Functional Competencies
Functional competency
Beginner
Intermediate
Expert
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
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
Behavioral Competency
Behavioral competency
Beginner
Intermediate
Expert
Strategic Mindset
Yes
Entrepreneurship
Yes
Execution Excellence
Yes
Building High Performing Teams
Comments if Any
-
Relationship Manager
5 days ago
Surat, India KV Wealth Full timeJob Description Company Description At KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients quality of life and provide actionable solutions. Our team is...
-
Account Manager
3 weeks ago
India Philips Full timeJob Description Job Description At Philips, we provide equal opportunities to all our employees and to all eligible applicants for employment in our company , irrespective of age, color, disability, nationality, race, religion, gender, sexual orientation (LGBTQ +), and all aspects that make individuals unique. Encouraging diversity and fostering inclusion...
-
Accountant in Surat
2 weeks ago
Surat, India Par Solution Full timeJob Description About The Role We are seeking a detail-oriented and analytical accountant to manage financial records, analyze data, and provide insights to support business decisions. The ideal candidate will have strong accounting skills, a knack for problem-solving, and the ability to translate financial data into actionable recommendations. Key...
-
Operations and Front Desk Executive
3 weeks ago
Bengaluru, India RenewCred Full timeJob Description Position: Operations and Front Desk Executive Location: Surat (This position is strictly for Surat Location only). Employment Type: Full-time Role Overview We are seeking a reliable, well-organized, and proactive Operations and Front Desk Executive to manage daily office operations and front desk responsibilities. The role requires...
-
Assistant Relationship Manager
2 weeks ago
Pune, India Niva Bupa Health Insurance Full timeJob Description JOB PROFILE Position Assistant Relationship Manager Location North Zone Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Senior Executive 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...
-
Relationship Manager
3 days ago
Maharashtra, India, India Kotak Life Full timeUrgent Hiring | Relationship Manager – Wealth Channel Company: Kotak Life Insurance Location: Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | AhmedabadWe’re looking for dynamic professionals with experience in the Agency Channel and Mutual Fund industry to join our Wealth Channel team as Relationship Managers. Who can apply?✅...
-
Human Resources
3 weeks ago
Surat, India Par Solution Full timeJob Description Key Responsibilities - End to end recruitment - Assist senior HR in daily operations - Employee engagement activity - planning and execution - Employee lifecycle management - Prepare reports and present it to top management - To manage all kinds of administrative work. - Coordinate with placement coordinates and maintain good...
-
India Antal International Full timeOur client a leading provider of International Trade and Financial Services ITFS is seeking an experienced and results-driven Business Development Manager within the MSME segment to join their dynamic team This individual will play a crucial role in acquiring and onboarding new clients for ITFS solutions The ideal candidate will have a good...
-
(30/09/2025) Relationship Manager
2 weeks ago
Surat, India Equitypandit Full timeJob Description Position Overview: EquityPandit is seeking qualified RelationshipManagers to assist us in selling the learning products and services that our customers have come to rely on. The ideal candidate will be a quick learner with strong negotiating skills and the ability to effectively showcase our offerings. Often tasked with giving...
-
Corporate Sales Manager
4 days ago
Ahmedabad, Ankleshwar, Bharuch, Pune, Surat, Vadodara, India Staffing Mart Surat Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJOB PROFILE: SALES & MARKETING MANAGERQUALIFICATION: B-MECH/ELEC, D-MECH/ELECEXPERIENCE: 5 TO 7 YEAR YEARS IN CORPORATE SALES SALARY: 1 LAKH + INCENTIVESLOCATION: SURATMO NO : / / / Required Candidate profileTYPE OF WORK: FIELD AS WELL AS OFFICEFACILITY: PETROL ALLOWANCEJOB TIMING: 9 TO 6INDUSTRY: MANUFACTURER & SUPPLIER DEPARTMENT: SALES & MARKETING