Immediate opening For Relationship Manager
- Max Bupa
- 1 - 6 years
- Visakhapatnam
- 2 years ago
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Job Description
JOB DESCRIPTION
Position :Relationship Manager
Location : Vizaq & Chennai
Department Bancassurance & Alliances - TPD Channel
Function Sales and Distribution
Reporting to Regional Sales Manager
Job Summary
(Describe the primary function and purpose of this role)
The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance - TPD Channel
partner.
The job holder will work closely with the partner channel, particularly branch managers of the NBFC partners, Customer Service and
across the business to ensure the timely delivery of high value, high quality services to TPD beneficiaries.
Achieve assigned annual target of the branch by driving sales across all customer
segments- Business mix in terms of blended premium & no. of cases. GWP new
Maintain cordial relationship across all ranks and files of the branch and resolve GWP - renewal
escalations with in TATs Compliance & Audit adherence
Support banks sales force in terms of various activities like Claim
o Joint sales calls to generate leads
o Update branch manager on accurate records of referrals received from all Key Relationships (Internal / External)
constituents of the branch
(Mention the set of key internal and external stakeholders)
o Adhere to the TATs on first customer contact & follow ups from the date the lead is
being registered
Internal
o Service branch customers for any query
Operations
Regular product training / refresher to the sales force of the branch
Ensure activation of banks sales force on a weekly, fortnightly, and monthly basis
External
Drive productivity by right advising of health insurance solutions
Respective bank representatives
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. Preferred Skill Set
(Describe the nature and level of key skill requiredpreferred to perform the jobs e.g. interpersonal skills, problem solving ability and business expertise)
Good in relationship management
Strong communication and presentation skills
Customer and issues resolution focussed
Persuading and influencing
Minimum Qualification Minimum Experience
A graduate degree holder in any discipline 2-3 Years of experience, preferably in Life / General Insurance
(Bancassurance only). Relationship Management/ Investment &
Wealth Advisory (Banks)
Has demonstrated capabilities of managing Affluent/HNI Customers
in the previous roles directly/indirectly
Interested candidates can share your resume to sr*************d@ni*****a.com,
Thanks & Regards,
Sriranganathan D
Mob:8722335***,
Job Classification
Industry: InsuranceFunctional Area: BFSI, Investments & Trading,
Role Category: Banking Operations
Role: Banking Operations
Employement Type: Freshers
Education
Under Graduation: Any GraduatePost Graduation: Post Graduation Not Required
Doctorate: Doctorate Not Required
Contact Details:
Company: Max Bupa HealthAddress: Niva Bupa Health Insurance Co Ltd,
Location(s): Visakhapatnam
Keyskills: Banca General Insurance Broking NBFC Bancassurance Relationship Management Banking Sales Management Health Insurance
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