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 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 current 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 ForCandidates 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