Relationship Associate Surat

7 days ago


Mumbai Metropolitan Region, India Niva Bupa Health Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

JOB PROFILE

Position

Relationship Associate

Location

West Zone

Reports to

CRM/Area Manager

Category

Institutional Sales

Reporting

CRM/Area Manager

Level

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 o Adhere to the TATs 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 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
0-2 years of experience, preferably in Life / General Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) or freshers

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



  • Mumbai Metropolitan Region, India YES BANK Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    ROLE SUMMARY The role holder is responsible for acquisition of New–to–Bank MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients.Acquisition of New–to–Bank MSME relationships through the CRM and Knowledge...

  • Associate Manager

    3 days ago


    Mumbai Metropolitan Region, India PropAnchor Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionPropAnchor was established in January 2019 under the vision of Ajay Varma and is revolutionizing the real estate industry. Focused on technology, digitization, and effective sales, PropAnchor aims to bridge the gaps in the industry by simplifying the complex journey of buying properties. The company is affiliated with renowned developers...


  • Mumbai Metropolitan Region, India Buro Happold Full time US$ 90,000 - US$ 1,20,000 per year

    *We are looking to appoint an experienced Security & ICT Engineer at Associate / Associate Director level to support our design delivery of international and local projects.Here at Buro Happold, expect the exceptional.*From the projects you will work on to the clients we work with. From career-defining opportunities to an inclusive and diverse practice where...

  • Business Associate

    1 day ago


    Mumbai Metropolitan Region, India PibyThree Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    We have the job opening for Business Associate (Fresher)Job Title:Business Associate (Fresher)Skill:Extremely good verbal and written CommunicationExperience: Fresher(0-1Years)Location:MumbaiCompany name: PibyThree Consulting Pvt Ltd.Website :About Us: Piby3 is a Cloud Transformation Company enabling Enterprises for Future. We are nimble, and highly dynamic...


  • Mumbai, Maharashtra, India Skill Mapping Careers Full time

    A relationship associate's job description may include: - **Building relationships**: Establishing and maintaining relationships with clients, branch managers, and staff - **Providing services**: Offering customized solutions and services to clients - **Analyzing data**: Interpreting data, identifying inconsistencies, and making recommendations - **Managing...

  • Sales Associate

    3 days ago


    Mumbai Metropolitan Region, India Christian Dior Couture Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    PositionStep into the world of Dior as a Sales Associate and embark on a journey of luxury and style. Delight in curating unforgettable experiences for our esteemed clientele, while immersing yourself in the essence of haute couture and exceptional craftsmanship. Join us in redefining elegance and sophistication, where every interaction becomes an...

  • Sales Associate

    2 days ago


    Mumbai Metropolitan Region, India LVMH Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Step into the world of Dior as a Sales Associate and embark on a journey of luxury and style. Delight in curating unforgettable experiences for our esteemed clientele, while immersing yourself in the essence of haute couture and exceptional craftsmanship. Join us in redefining elegance and sophistication, where every interaction becomes an opportunity to...


  • Mumbai Metropolitan Region, India Buro Happold Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Want to work with the most sought-after minds and most-talked about projects? Your skills in delivering Aviation, High Rise projects and championing technical standards might just make you our new Associate Electrical Engineer .Here at Buro Happold, expect the exceptional.From the projects you will work on to the clients we work with. From career-defining...


  • Mumbai Metropolitan Region, India TING Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The Outreach Marketing Associate will be responsible for supporting the planning, execution, and optimization of influencer marketing campaigns. This role involves identifying potential influencers, building relationships, coordinating campaigns, and analyzing performance metrics to ensure the success of influencer initiatives.ResponsibilitiesResearch and...


  • Mumbai, Maharashtra, India YES Securities LTD Full time

    **We Are Hiring For Relationship Associate in Yes Securi**ties **Company Profile**: Yes Securities (India) Limited is an **unlisted public company incorporated on 14 March, 2013**. It is classified as a public limited company and is located in Mumbai City, Maharashtra. It's authorized share capital is INR 200.00 cr and the total paid-up capital is INR 97.94...