Cluster Relationship Manager- Bancassurance
Max Bupa
Lucknow, Uttar Pradesh
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,

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)

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 revenue and profitability.
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 through the relationship.
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 in the cluster.

GWP – new
GWP - renewal
Compliance & Audit adherence

Key Relationships (Internal / External)

(Mention the set of key internal and external stakeholders)


HR Team


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
Team Management
Strong communication and presentation skills
Customer and issues resolution focused
Good communication and influencing skills, able to communicate with team
Minimum Qualification

Minimum Experience

A Graduate/Post graduate degree holder in any discipline; preferably MBA

4-7 Years of experience in Life Insurance/General Insurance (Bancassurance only)/ Relationship Management/Investment & Wealth Advisory (Banks)