Assistant Relationship Manager

MAX BUPA HEALTH INSURANCE COMPANY LIMITED

Designation: Assistant Relationship Manager - Bancassurance and Alliances (FOS_30), Assistant Relationship Manager - Bancassurance and Alliances (FOS_41), Assistant Relationship Manager - Bancassurance and Alliances (FOS_46), Assistant Relationship Manager - Bancassurance and Alliances (FOS_52), Assistant Relationship Manager - Bancassurance and Alliances (FOS_57), Assistant Relationship Manager - Bancassurance and Alliances (FOS_60), Assistant Relationship Manager (FOS_69), Assistant Relationship Manager - Bancassurance and Alliances (FOS_67), Assistant Relationship Manager - Bancassurance and Alliances (FOS_78), Assistant Relationship Manager - Bancassurance and Alliances (FOS_74), Assistant Relationship Manager - Bancassurance and Alliances (FOS_34), Assistant Relationship Manager - Bancassurance and Alliances (FOS_38), Assistant Relationship Manager - Bancassurance and Alliances (FOS_63)

Office Location: Bangalore - I Bengaluru (Branch Location), Bangalore - II Bengaluru (Branch Location), Bangalore - IV Bengaluru (Branch Location), Bangalore III Bengaluru (Branch Location), Chennai Chennai (Branch Location), Chennai II Chennai (Branch Location), Delhi - Karkardooma New Delhi (Branch Location), Delhi - Pitampura New Delhi (Branch Location), Delhi - Pusa Road New Delhi (Branch Location), Delhi - Pusa Road - III New Delhi (Branch Location), Delhi - Pusa Road II New Delhi (Branch Location), Delhi - Pusa Road V New Delhi (Branch Location), Fort - Mumbai Mumbai (Branch Location), GHATKOPAR Mumbai (Branch Location), Malleshwaram - Bangalore Bangalore (Branch Location), Marathalli - Bangalore Bangalore (Branch Location), Mumbai - I Mumbai (Branch Location), Mumbai - II Mumbai (Branch Location), Mumbai - III Mumbai (Branch Location), Mumbai - IV Mumbai (Branch Location)

Years of experience: to

Position description:

The job holder is a key member of a team responsible for managing the Max Bupa regional Sales through the Bancassurance partner.

Primary 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
• Joint sales calls to generate leads
• Update branch manager on accurate records of referrals received from all constituents of the branch
• Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered
• 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

Reporting Team

• Reporting Designation: Regional Sales Manager - Bancassurance and Alliances (Non-FOS_64)
• Reporting Department: Bank of Baroda (SD 5a)
  

Educational qualifications preferred

• Category: Bachelor's Degree
  

Required work experience

• Industry:
• Role: General Insurance (Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) • Has demonstrated capabilities of managing Affluent in previous roles
• Years of experience: 2 to 3

Key Performance Indicators:

• GWP-New
• GWP-Renewal
• Compliance & Audit Adherence
• Claim

Required Competencies: true

Required Knowledge: true

Required Skills:

• Good in relationship management
• Strong communication and presentation skills
• Customer and issues resolution focussed
• Persuading and influencing

Key Relationships:

Internal

• Operations

External

• Respective Bank representatives