nThe role involves developing relationships with Chartered Accountants, Lawyers and other specialists to generate qualified client referrals.

nKey Responsibilities

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n Build and manage skilled referral partnerships.

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

n Develop relationships with CAs, Lawyers and business professionals.

nGenerate qualified client referrals and current business opportunities.

n Organise financial planning/wealth management seminars and networking events.

nCoordinate 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

nAgency Development Manager





n Agency Sales Manager

nAgency Channel Business Development roles

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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

n Mumbai-based role

nLocal-area focused networking and meetings

n No daily reporting to Thane office

nTeam meeting every Monday at Thane office

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

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📌 Agency Sales Manager Mumbai
🏢 Smart Moves Talent Crafters
📍 Mumbai