11 Sep
|
Smart Moves Talent Crafters
|
India
11 Sep
Smart Moves Talent Crafters
India
The role involves developing relationships with *Chartered Accountants, Lawyers and other professionals* to generate qualified client referrals.
Key Responsibilities
* Build and manage qualified 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,
📌 Manager Strategic Partnerships (India)
🏢 Smart Moves Talent Crafters
📍 India