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)
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