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Niva Bupa Health Insurance Company Limited

Posted 20 Nov 2025

Virtual Relationship Manager

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Employment
Full time
Team
E - Agency
Posted
20 Nov 2025

About the role

Key Roles & Responsibilities

Primary Role Description

· To achieve sales targets using consultative sales approach, whilst ensuring service    levels of our assigned Advisor and customer satisfaction remain paramount.

· Responsible for sales targets through Advisor and Inbound and outbound sales.

Key Roles & Responsibilities:

  • To Manage the Advisors PAN India virtually from central office.
  • To provide Consistent & Superior Digital Experience to our advisors.
  • Achievement of Contact policy defined & manage Call handling as Achievement of Contact policy defined & manage Call handling as per defined standards. 
  • Reach out to existing and new advisors to present our products , Monthly contest , Shortfall & Service Offerings.
  • Address all questions or issues advisors may have
  • Communicate with customers to understand their requirements and need if any
  • Offer Solutions based on advisors need & Capabilities
  • Always strive towards meeting sales targets
  • Proper hand holding of assigned advisors for Product , Process , System , Applications training & Learnings.
  •  Adherence to set processes of updating customer interactions in CRM next.
  • Providing world class Advisor and customer experience.
  • Needs to have a clear understanding of the internal and regulatory policies.

Key Requirements – Education & Certificates

· Any Graduate

Key Requirements - Experience & Skills

· Good Communication Skills.

· 1-2 Years of experience in Insurance industry and preferences in Agency channel.

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