Key Relationship Manager

(Please Tick)

L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team)

L2: - MANAGER OF MANAGER

L3: - MANAGER

L4: - INDIVIDUAL CONTRIBUTOR

About Niva Bupa Health Insurance Company

Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of providing specialized healthcare services for over 70 years.

Niva Bupas growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing. We are a fully integrated health insurance provider with in-house claims processing; under-writing and servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals to be a part of this exciting growth journey to achieve it.

Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best workplaces in the BFSI industry.

Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability, culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially-abled professionals to join our team.

ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers our people, our communities and wider society

For more Details visit our website- www.nivabupa.com

Key Roles & Responsibilities

Primary Role Description: -

• Enable achievement of key business outcomes
• Build a quality Agency by focusing on quality of hire and skilling
• Ensure adherence to all statutory and compliance requirements
  Key Roles & Responsibilities:
• • Achievement of Business Plans
  Ability to manage all the parameters of their business;

Activation

Premium Collection

Case Rate and Case count

Persistency

Being fully compliant to all the norms laid down by the regulators and the company

Manage channel conflicts

To achieve product wise targets & profitability

Key Requirements – Education & Certificates

Education

• Graduation in any discipline from a recognized educational institute

Key Requirements - Experience & Skills

• 3-6 years of relevant work experience

Functional competency

Beginner

Intermediate

Expert

Convincing Skills

Yes

Product/Insurance 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. Comp.

NBHI Core Competencies

Behavioral Competency

Behavioral competency

Beginner

Intermediate

Expert

Execution Excellence

Stakeholder Management

Driving Results

Process Adherence

Continuous Self-Development

Targets/ KRA/ KPI (Tentative Business Nos./ Goals, Measure of Success & Weightages)

Goals

Measures of Success

Weightage

• Company MOS
• Defined as per Company Policy
• Defined as per Company Policy

New GWP

Renewal GWP

Renewal no. of cases

Active agents and PA

New Agents Hiring

Audit findings

Functional Hierarchy/ Reporting Matrix

Hiring Manager has to inform the TA Team about the Reporting managers grade and the candidates grade. (Reporting Manager and Prospective New Hire Grade to be clearly mentioned below)

• M1
• M2
• M3
• M4
• M9
• M5
• M8
• M6
• M7