Relationship Manager

Job description

Company Description Niva Bupa Health Insurance Company Limited is a publicly listed health insurance provider focused on giving people across India the confidence to access high-quality healthcare. Guided by its brand philosophy “Zindagi Ko Claim Kar Le,” the company aims to enable customers to live life without constraints. As of March 31, 2026, Niva Bupa operates over 210 physical branches and partners with a large ecosystem of agents, brokers, and corporate agencies to deliver health insurance solutions nationwide. The company covers more than 25 million lives through a network of over 10,500 empanelled hospitals and maintains a claim settlement ratio above 90% over the last five financial years. With an employee base exceeding 10,100 people and multiple Great Place to Work certifications, Niva Bupa offers a collaborative and growth-oriented work environment. Role Description This is a full-time, on-site Relationship Manager role based in Kolkata. The Relationship Manager will manage and grow customer relationships, act as a primary point of contact for policyholders, and ensure timely resolution of queries related to health insurance products, claims, renewals, and service issues. The role involves onboarding new customers, explaining product features and benefits, assisting with documentation, and coordinating with internal teams to support policy issuance and claim processes. The Relationship Manager will monitor customer satisfaction, identify upselling and cross-selling opportunities, and support branch-level business targets through proactive engagement and follow-ups. The position also requires maintaining accurate records in CRM systems, preparing periodic reports, and adhering to regulatory and company compliance standards. Qualifications • Strong customer relationship management skills, including client servicing, stakeholder communication, and conflict resolution. • Sales and business development capabilities, with experience in upselling, cross-selling, and meeting branch or individual targets in financial services or insurance. • Excellent communication and interpersonal skills, with the ability to explain complex health insurance concepts clearly and empathetically. • Solid organizational and documentation skills, including proficiency with CRM tools, MS Office, and basic data reporting. • Understanding of health insurance products, claims processes, and regulatory guidelines (IRDAI) is highly preferred. • Bachelor’s degree in business, commerce, finance, or a related field; relevant certifications in insurance or financial services are an advantage. • Ability to work on-site in Kolkata, collaborate with cross-functional teams, and maintain high ethical and service standards. • Previous experience in insurance, banking, or other customer-facing roles in financial services is beneficial.