Job Description
Job Description
The role involves developing relationships with *Chartered Accountants, Lawyers and other professionals* to generate qualified client referrals.
\nKey Responsibilities
\n* Build and manage professional referral partnerships.
\n* Prospect through cold calling, references, networking and market visits.
\n* Develop relationships with CAs, Lawyers and business professionals.
\n* Generate qualified client referrals and new business opportunities.
\n* Organise financial planning/wealth management seminars and networking events.
\n* Coordinate with the internal team for follow-up and conversion.
\nWhat We’re Looking For
\nCandidates with prior *Insurance Agency Channel* experience, preferably:
\n* Agency Manager
\n* Agency Development Manager
\n* Agency Sales Manager
\n* Agency Channel Business Development roles
\n*Must have:* Experience in agent/advisor recruitment, cold calling, networking and relationship building.
\n*Not eligible:* Candidates from *Bancassurance, Bank Channel or other non-agency insurance channels.*
\nWorking Model
\n* Mumbai-based role
\n* Local-area focused networking and meetings
\n* No daily reporting to Thane office
\n* Team meeting every Monday at Thane office
\n* Primary working area: approximately 5–10 km from candidate‘s residence
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