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

NKey Responsibilities

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- Build and manage professional referral partnerships.
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- Prospect through cold calling, references, networking and market visits.
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- Develop relationships with CAs, Lawyers and business professionals.
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- Generate qualified client referrals and recent business opportunities.
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- Organise financial planning/wealth management seminars and networking events.
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- Coordinate with the internal team for follow-up and conversion.
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nWhat We're LookingFor

NCandidates with prior Insurance Agency Channel experience, preferably:

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- Agency Manager
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- Agency Development Manager
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- Agency Sales Manager
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- Agency Channel BusinessDevelopment roles
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nMust have: Experience in agent/advisor recruitment, cold calling, networking and relationship building.

NNot eligible: Candidates from Bancassurance, Bank Channel or other non-agency insurance channels.

NWorking Model

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- Mumbai-based role
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- Local-area focused networking and meetings
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- No daily reporting to Thane office
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- Team meeting every Monday at Thane office
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- Primary working area: approximately 5–10 km from candidate's residence
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