The role involves developing relationships with Chartered Accountants, Lawyers and other specialists to generate qualified client referrals.
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Key Responsibilities
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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 professionals.
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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.
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What We're Looking For
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Candidates with prior Insurance Agency Channel experience, preferably:
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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
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Must have: Experience in agent/advisor recruitment, cold calling, networking and relationship building.
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Not eligible: Candidates from Bancassurance, Bank Channel or other non-agency insurance channels.
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Working Model
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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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