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

Key Responsibilities
Build and manage skilled referral partnerships.
Prospect through cold calling, references, networking and market visits.
Develop relationships with CAs, Lawyers and business specialists.
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

📌 Partnership Development Manager Mumbai (India)
🏢 Smart Moves Talent Crafters
📍 India