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 skilled 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 recent business prospects.
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 BusinessDevelopment 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
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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