Job Description

About the job


Position Relationship Manager Location Ludhiana

Reports to Area Manager Category Institutional Sales

Reporting Area Manager Level Assistant Manager

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


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

2-3 years of experience, preferably in Life / General Insurance Bancassurance only).

Relationship Management/ Investment & Wealth Advisory (Banks)

Key Functional Competencies

Functional competency




Convincing skills Yes


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.


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

Behavioural Competency

Behavioural competency




Strategic Mindset Yes

Entrepreneurship Yes

Execution Excellence Yes

Building High Performing