Relationship Manager-NBFC

JOB PROFILE

Position Relationship Manager / Sr Relationship ManagerLocation All locations

Reports to CRM / TMCategory Retail Sales NBFCReporting M6Level 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

1. Commitment
2. Innovation
3. Empathy
4. Collaboration
5. 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 Bupas 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