The role involves developing relationships with Chartered Accountants, Lawyers and other professionals to generate qualified client referrals. Key Responsibilities
- Build and manage professional referral partnerships.
- Prospect through cold calling, references, networking and market visits.
- Develop relationships with CAs, Lawyers and business professionals.
- Generate qualified client referrals and current business opportunities.
- Organise financial planning/wealth management seminars and networking events.
- Coordinate with the internal team for follow-up and conversion.
What We're Looking For
Candidates with prior Insurance Agency Channel experience, preferably:
Agency Manager Agency Development Manager Agency Sales Manager Agency Channel Business Development roles
Must have: Experience in agent/advisor recruitment, cold calling, networking and relationship building. Not eligible: Candidates from Bancassurance, Bank Channel or other non-agency insurance channels. Working Model Mumbai-based role Local-area focused networking and meetings No daily reporting to Thane office Team meeting every Monday at Thane office * Primary working area: approximately 5–10 km from candidate's residence