CRM

Niva Bupa · India; India; India; India; India; India; India; India

Source and collection record

Last observed by our collector: 9 October 2026 at 3:41 am IST. This is not a manual review or a confirmation from the employer.

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Collected role description

MAX BUPA HEALTH INSURANCE COMPANY LIMITED Designation: Cluster Relationship Manager- Bancassurance (Non-FOS_58), Cluster Relationship Manager- Bancassurance (Non-FOS_73), Cluster Relationship Manager- Bancassurance (Non-FOS_87), Cluster Relationship Manager- Bancassurance (FOS_55), Cluster Relationship Manager- Bancassurance (Non-FOS_96), Cluster Relationship Manager- Bancassurance (Non-FOS_105), Cluster Relationship Manager- Bancassurance (Non-FOS_113), Cluster Relationship Manager- Bancassurance (Non-FOS_110), Cluster Relationship Manager- Bancassurance (Non-FOS_122) Years of experience: to Position description: The job holder is a key member of a team responsible for managing Max Bupa’s cluster Sales through the Bancassurance & Alliances partner.The job holder will work closely with the cluster Bancassurance & Alliances partners, Customer Service and other functions to ensure high quality services to Bancassurance & Alliances party beneficiaries. timely delivery of high value.  Primary Responsibilities: <ul><li>Identify opportunities of improvement across customer service, underwriting and claims </li><li>Ensure robust MIS architecture ( Pre sales/ Post sales)</li><li>Co-create operational strategy for the region in alignment with the distribution strategy</li><li>Facilitate implementation in line with company’s distribution strategy; assist in building relationship in the region; review performance periodically & engage with the partner</li><li>Assist in establishing specifications of operations: collaborate with operations & other functions, establish operations: monitor & recommend continuation / discontinuation of products, thereby build</li><li>Build common agenda & scorecard with the key team members of the region</li><li>Review performance & engage with key management of the partner in the region to address deviations from the plan in order to realize potential sales</li><li>Interact with region’s key management members on frequent basis; follow the engagement matrix; take business review initiatives along with partner & build review mechanisms</li><li>Handle escalated issues; supervise; responsible for closure of grievance in order to ensure smooth functioning & high productivity in the region & continuous improvement in revenues</li><li>Suggest reward & recognition platforms for bank partner’s employees</li><li>Lead in implementation and monitoring of R&R activities; monitor performance of sales promotions</li><li>Encourage reapplications of good promotions in order to maximize the utilization of marketing spends to increase revenues</li><li>Collaborate with the training department to deploy programs to achieve & exceed training standards</li><li>Support the training team in identification & certification of trainers & the delivery of training man days as per standards in order to build capacity.</li><li>Lead the plan for recruitment & retention of the sales force in the region; lead in implementing rewards & recognition activities for the region</li><li>Role model required leadership competencies & coach subordinate sin order to develop a robust sales force for building the pipeline within the relationship & realize potential sales from partner</li></ul> Reporting Team <ul class="hidden"> <li class="hidden">Reporting Designation: </li> <li class="hidden">Reporting Department: </li> </ul> Educational qualifications preferred <ul class="Category Group"> <li class="Category">Category: Bachelor's Degree, Master's Degree </li> <li class="hidden">Field specialization: </li> <li class="Degree">Degree: Master of Business Administration - MBA </li></ul> Required work experience<ul class="Industry Group"> <li class="Role">Role: 4-7 Years of experience in Life Insurance/General Insurance (Bancassurance only)/ Relationship Management/Investment & Wealth Advisory (Banks) </li> <li class="Years of experience">Years of experience: 4 to 7</li> </ul> Key Performance Indicators: <ul><li>GWP-New</li><li>GWP-Renewal</li><li>Compliance & Audit Adherence</li><li>Claim</li></ul> Required Skills: <ul><li>Good in Relationship Management</li><li>Team Management</li><li>Strong communication and presentation skills</li><li>Customer and issues resolution focused</li><li>Good communication and influencing skills, able to communicate with the team. </li></ul>Key Relationships(Internal/External): Internal<ul><li>Operations</li><li>HR Team</li></ul>External<ul><li>Respective Bank Representatives</li></ul>

Collected experience requirement

2 - 5 Years