Job DescriptionThe role involves developing relationships with Chartered Accountants, Lawyers and other professionals to generate qualified client referrals.
NKey Responsibilities
n
N
Build and manage skilled 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 recent business prospects.
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:
N
n
Agency Manager
N
Agency Development Manager
N
Agency Sales Manager
N
Agency Channel BusinessDevelopment roles
N
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
n
n
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