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

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 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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