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UpMan Placements Private Limited
Zonal Head - Broker / NBFC
UpMan Placements Private Limited · posted 4 months ago
Mumbaiinsurance
About the role
Assistant Vice President
Location: Mumbai
Reports to: M2
Category: NBFC Channel
Reporting: Vice President – NBFC
ROI Level: M3
Our Purpose
At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare” by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of services that instils confidence and puts control back in their hands- just the way they want every moment of their life to be.
Our Values
- Commitment
- Innovation
- Empathy
- Collaboration
- Transparent
About Niva Bupa Health Insurance Company
Niva Bupa Health Insurance Company Limited is a Public Listed Company on Stock exchange(s). The company’s purpose is to give every Indian the confidence to access the best healthcare. It intends to play the role of an enabler in the lives of its customers and help them live life without constraints. This is reflected in its brand philosophy – ‘Zindagi Ko Claim Kar Le’.
As of December 31, 2025, Niva Bupa had over 210 physical branches across India. It additionally offers health insurance through its ecosystem partners including 2.2 Lakh agents, 575+ brokers, and over 115 Banca & Other Corporate Agency Partners. The company currently covers 24.5 million lives and has 10,587 hospitals empanelled in its hospital network.
Niva Bupa has consistently maintained 90%+ claim settlement ratio over the last 4 financial years, having ended Q3FY26 with claim settlement ratio of 94.1%. With an employee base of over 10,100 people, the company is a certified Great Place to Work six times in a row.
Key Roles & Responsibilities
Primary Role Description:
The jobholder is a key member of a team responsible for managing Niva Bupa’s
Zone Sales through the Non-Banking Finance Companies, Housing Finance
Companies and Wealth Management companies. The jobholder will work closely
with partners and key stakeholders. Responsible for customer service functions
to ensure high quality services beneficiaries & delivering high value customer
satisfaction.
Preferred Skill Set
- 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
Key Roles & Responsibilities:
- Establish and maintain strong relationships with NBFC, including regular communication, training, and support.
- Analyse market trends and customer needs to identify potential growth opportunities for the distributor network.
- Develop and implement sales strategies and plans to achieve or exceed sales targets.
- Monitor and assess distributor performance, providing feedback and guidance to improve sales and market share.
- Collaborate with internal teams, such as marketing and product development, to ensure effective implementation of sales initiatives.
- Conduct regular market visits and competitor analysis to stay updated on market dynamics and identify areas for improvement.
- Participate in promotional activities, trade shows, and industry events to enhance brand presence and generate leads.
- Prepare and present sales reports, forecasts, and budgets to management.
Key Requirements – Education & Certificates
- Graduate or Post Graduate / PGDM
- 10+ Years of experience in Life Insurance/ General Insurance or Health Insurance / Banc assurance / Wealth Advisory or Management
Key Requirements - Experience & Skills
- GWP – new
- GWP - renewal
- New Partner Activation
- Servicing to partner
- Team Recruitment and Productivity
Key Functional Competencies
| Functional competency | Beginner | Intermediate | Expert |
|---|---|---|---|
| Convincing skills | Yes | ||
| Product/Insurance Knowledge | NA | ||
| Continuous Learning | Yes | ||
| Technology Proficiency | Yes | ||
| Team Work | Yes | ||
| Problem Solving & Analytical Skills | Yes | ||
| Compliance & Regulatory Knowledge | Yes | ||
| Customer Focus | Yes |
Comments if Any/ Add. Comp.
Comments if Any/ Additional Functional Competency
Behavioral Competency
| Behavioural competency | Beginner | Intermediate | Expert |
|---|---|---|---|
| Strategic Mind-set | Yes | ||
| Entrepreneurship | Yes | ||
| Execution Excellence | Yes | ||
| Building High Performing Teams | Yes |