12 Sep
|
Smart Moves Talent Crafters
|
Maharashtra
12 Sep
Smart Moves Talent Crafters
Maharashtra
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 qualified referral partnerships.n
- Prospect through cold calling, references, networking and market visits.n
- Develop relationships with CAs, Lawyers and business professionals.n
- Generate qualified client referrals and new business opportunities.n
- Organise financial planning/wealth management seminars and networking events.n
- Coordinate with the internal team for follow-up and conversion.n
nWhat We're Looking For
nCandidates with prior *Insurance Agency Channel* experience, preferably:
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- Agency Managern
- Agency Development Managern
- Agency Sales Managern
- Agency Channel Business Development rolesn
n*Must have:* Experience in agent/advisor recruitment, cold calling, networking and relationship building.
n*Not eligible:* Candidates from *Bancassurance, Bank Channel or other non-agency insurance channels.*
nWorking Model
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- Mumbai-based rolen
- Local-area focused networking and meetingsn
- No daily reporting to Thane officen
- Team meeting every Monday at Thane officen
- Primary working area: approximately 5–10 km from candidate's residencen
📌 Manager Strategic Partnerships (Maharashtra)
🏢 Smart Moves Talent Crafters
📍 Maharashtra