Manager – Strategic Partnerships

· Location: Mumbai (Field-based within designated local zones)

· Office Location: Thane (Weekly reporting)

Experience - 5 years

· Open Positions: 8

Role Overview

This role is centered on B2B networking, ecosystem development, and strategic alliance building. You will be responsible for building and nurturing a strong network of professional referral partners—such as Chartered Accountants, Lawyers, Financial Consultants, and Business Advisors—to generate qualified client leads for our wealth management and financial advisory services.

Note: This is an alliance-building and relationship management profile, not a conventional direct insurance or product sales role.

Key Responsibilities :

· Referral Network Development: Identify, approach, and onboard Chartered Accountants, Lawyers, Corporate Consultants, and other key professionals as strategic referral partners.

· Proactive Prospecting & Field Networking: Build a robust local referral network through targeted cold outreach, market visits, industry references, and personal networking.

· Seminars & B2B Events: Conceptualize, arrange, and execute financial planning and wealth management seminars across corporate offices, business forums, professional bodies, Rotary Clubs, and trade associations.

· Partner Engagement: Maintain strong, long-term relationships with existing referral partners to ensure a steady pipeline of qualified client referrals.

· Internal Coordination:



Work closely with the internal Wealth Management team to hand over referred prospects and ensure seamless conversion.

· Business Growth: Continuously explore and launch new strategic partnership initiatives across the assigned region.

Candidate Profile & Eligibility Criteria

Mandatory Experience:

· Prior experience in the Insurance Agency Channel is mandatory. Preferred background roles include:

o Agency Manager (AM)

o Agency Development Manager (ADM)

o Agency Sales Manager (ASM)

· Proven track record in sourcing, recruiting, and developing insurance agents/advisors through cold calling, field visits, and personal networking.

Target Skills & Attributes:

· Exceptional prospecting, networking, and relationship-building capabilities.

· Robust communication, presentation, and interpersonal skills.

· Ability to independently initiate contact with high-profile professionals (CAs, Lawyers, Business Leaders).

Exclusion Criteria

· Candidates from Bancassurance, Direct Sales, Bank Channels, or non-agency insurance channels will NOT be considered.

· Reporting Structure:

o Mandatory team meeting every Monday at the Thane Office.

o Rest of the week (Tuesday to Saturday) involves field work, partner meetings, and network development within your designated local area—no daily reporting to the Thane office required.

Pay: ₹338,000.00 - ₹600,000.00 per year

Work Location: Hybrid remote in Mumbai, Maharashtra

📌 Strategic Partnerships Manager (Mumbai)
🏢 Antal International
📍 Mumbai