nThe role involves developing relationships with *Chartered Accountants, Lawyers and other professionals* to generate qualified client referrals.
nKey Responsibilities
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n* Build and manage professional referral partnerships.
n* Prospect through cold calling, references, networking and market visits.
n* Develop relationships with CAs, Lawyers and business professionals.
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.
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nWhat We’re Looking For
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nCandidates with prior *Insurance Agency Channel* experience, preferably:
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n* Agency Manager
n* Agency Development Manager
n* Agency Sales Manager
n* Agency Channel Business Development roles
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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.*
nWorking Model
n* 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
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