Relationship Associate - Bancassurance & Alliances
Max Bupa
Kanpur, Uttar Pradesh
The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries.

Key Responsibilities

(Mention a detailed description of key areas of focus, essential functions and primary responsibilities required to be performed by the incumbent to achieve business objectives)

Key Measures of Performance

(Describe the major performance assessing criteria and expectations from the role)

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 like
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

GWP – new
GWP - renewal
Compliance & Audit adherence

Key Relationships (Internal / External)

(Mention the set of key internal and external stakeholders)




Respective bank Representatives

Preferred Skill Set

(Describe the nature and level of key skill required\preferred 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
Strong on Communication/Presentation Skills
Fluent in Hindi and English both spoken and written.
Ability to work under pressure in a fast paced environment

1-2 Years of experience in Sales from any Industry, preferably BSFI Industry
Has demonstrated capabilities of managing Affluent/HNI Customers in the previous roles directly/indirectly