Niva Bupa Health Insurance
Location
India | India
Job description
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)
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:
- Identify opportunities of improvement across customer service, underwriting and claims
- Ensure robust MIS architecture ( Pre sales/ Post sales)
- Co-create operational strategy for the region in alignment with the distribution strategy
- Facilitate implementation in line with company's distribution strategy assist in building relationship in the region review performance periodically & engage with the partner
- Assist in establishing specifications of operations: collaborate with operations & other functions, establish operations: monitor & recommend continuation / discontinuation of products, thereby build
- Build common agenda & scorecard with the key team members of the region
- Review performance & engage with key management of the partner in the region to address deviations from the plan in order to realize potential sales
- Interact with region's key management members on frequent basis follow the engagement matrix take business review initiatives along with partner & build review mechanisms
- Handle escalated issues supervise responsible for closure of grievance in order to ensure smooth functioning & high productivity in the region & continuous improvement in revenues
- Suggest reward & recognition platforms for bank partner's employees
- Lead in implementation and monitoring of R&R activities monitor performance of sales promotions
- Encourage reapplications of good promotions in order to maximize the utilization of marketing spends to increase revenues
- Collaborate with the training department to deploy programs to achieve & exceed training standards
- Support the training team in identification & certification of trainers & the delivery of training man days as per standards in order to build capacity.
- Lead the plan for recruitment & retention of the sales force in the region lead in implementing rewards & recognition activities for the region
- 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
Educational qualifications preferred
- Category: Bachelor's Degree, Master's Degree
- Degree: Master of Business Administration - MBA
Required work experience
- Role: 4-7 Years of experience in Life Insurance/General Insurance (Bancassurance only)/ Relationship Management/Investment & Wealth Advisory (Banks)
- Years of experience: 4 to 7
Key Performance Indicators:
- GWP-New
- GWP-Renewal
- Compliance & Audit Adherence
- Claim
Required Skills:
- Good in Relationship Management
- Team Management
- Strong communication and presentation skills
- Customer and issues resolution focused
- Good communication and influencing skills, able to communicate with the team.
Key Relationships(Internal/External):
Internal
External
- Respective Bank Representatives
Job tags
Salary
