01 Oct
|
Smart Moves Talent Crafters
|
Mumbai
01 Oct
Smart Moves Talent Crafters
Mumbai
The role involves developing relationships with Chartered Accountants, Lawyers and other professionals to generate qualified client referrals. Key Responsibilities
* Build and manage qualified referral partnerships. * Prospect through cold calling, references, networking and market visits. * Develop relationships with CAs, Lawyers and business professionals. * Generate qualified client referrals and new 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
📌 Agency Sales Manager (Mumbai)
🏢 Smart Moves Talent Crafters
📍 Mumbai