The role involves developing relationships with Chartered Accountants, Lawyers and other professionals to generate qualified client referrals.

Key Responsibilities

- Build and manage professional referral partnerships.
- Prospect through cold calling, references, networking and market visits.
- Develop relationships with CAs, Lawyers and business professionals.
- Generate qualified client referrals and recent 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 (Mumbai)
🏢 Smart Moves Talent Crafters
📍 Mumbai