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. 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 current 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 LookingFor
NCandidates with prior *Insurance Agency Channel* experience, preferably:
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- Agency Manager N
- Agency Development Manager N




- Agency Sales Manager N
- Agency Channel BusinessDevelopment roles N

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

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