Senior Relationship Manager- Broking Channel
Niva Bupa · Ahmedabad, Gujarat, India
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Niva Bupa · Ahmedabad, Gujarat, India
Key Responsibilities: Business Development • Achieve monthly, quarterly, and annual sales targets through assigned broker partners. • Drive premium growth and policy issuance through the broking channel. • Identify new business opportunities and onboard potential broker relationships. • Develop and execute sales plans to maximize business from existing partners. Relationship Management • Build and maintain strong relationships with broker branches, key decision-makers, and sales teams. • Conduct regular meetings, reviews, and business planning sessions with brokers. • Ensure high partner satisfaction through proactive support and issue resolution. • Act as the primary point of contact for assigned broker accounts. Sales Enablement & Training • Conduct product training sessions for broker sales teams. • Educate partners on health insurance products, underwriting guidelines, and sales processes. • Support brokers in customer acquisition and conversion activities. • Drive product awareness and engagement campaigns. Business Tracking & Reporting • Monitor business performance and partner productivity. • Analyze sales data and identify growth opportunities. • Maintain accurate reports on sales activities, pipeline, and partner engagement. • Share regular business updates with internal stakeholders. Operational Coordination • Coordinate with underwriting, operations, claims, and service teams for smooth policy issuance and customer servicing. • Ensure timely resolution of partner and customer queries. • Maintain compliance with regulatory and company guidelines.