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