The role involves developing relationships with Chartered Accountants, Lawyers and other professionals to generate qualified client referrals. /n Key Responsibilities /n /n
Build and manage qualified referral partnerships.

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Prospect through cold calling, references, networking and market visits.

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Develop relationships with CAs, Lawyers and business specialists.

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Generate qualified client referrals and recent business opportunities.

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Organise financial planning/wealth management seminars and networking events.

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Coordinate with the internal team for follow-up and conversion.

/n /n What We're Looking For /n Candidates with prior Insurance Agency Channel experience, preferably: /n /n
Agency Manager

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Agency Development Manager

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Agency Sales Manager

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Agency Channel Business Development 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.

/n Working Model /n /n
Mumbai-based role

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Local-area focused networking and meetings

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No daily reporting to Thane office

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Team meeting every Monday at Thane office

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Primary working area: approximately 5–10 km from candidate's residence

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📌 Manager Strategic Partnerships Mumbai
🏢 Smart Moves Talent Crafters
📍 Mumbai