Job Description: Relationship Manager 

Payroll Company: Niva Bupa Health Insurance Designation: Relationship Manager Vertical / Sitting Location: Indian Bank branches 

Role Overview

As a Relationship Manager on the Niva Bupa payroll, you will be deployed directly at an assigned Indian Bank branch. Your primary role is to leverage the bancassurance partnership by offering Niva Bupa's comprehensive health insurance products to the bank's existing customer base and walk-in clients.

Key Responsibilities

• Branch Integration: Operate full-time out of the assigned Indian Bank branch and build a strong, collaborative rapport with the branch manager and bank staff.

• Customer Acquisition: Engage with walk-in bank customers and existing account holders to actively pitch and cross-sell health insurance policies.

• Lead Generation: Partner with bank employees to source referrals and generate qualified sales leads from the bank's database.

• End-to-End Sales: Drive the complete sales cycle, from initial consultation and product explanation to application processing and final policy issuance.

• Post-Sales Support: Act as the primary point of contact for policyholders regarding claim procedures, policy renewals, and general service queries.

• Target Achievement: Meet or exceed assigned monthly and quarterly revenue and policy-count targets.

Desired Profile

• Education: Bachelor’s degree in any discipline.

• Experience: Prior experience in direct sales, health insurance, or the BFSI sector (specifically in a bancassurance model) is highly preferred.

• Skills: Excellent communication, strong interpersonal and relationship-building skills, and a naturally customer-centric approach.