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 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 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
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 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