Manager – Strategic Partnerships

- Location: Mumbai (Field-based within designated local zones)
- Office Location: Thane (Weekly reporting)
- Open Positions: 8
- Compensation: Up to ₹50,000 per month + Attractive Incentives (commensurate with experience)
- Job Timing ; 10 to 6 pm

We are seeking agile and results-oriented professionals for the role of Manager – Strategic Partnerships. 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:
- Agency Manager (AM)
- Agency Development Manager (ADM)
- 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.
- Strong 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.

Working Arrangement & Territory

- Field-Based Model: Designed to minimize daily commute times. The primary working area will generally be within a 5–10 km radius of the candidate's residence.
- Reporting Structure:
- Mandatory team meeting every Monday at the Thane Office.
- 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.
- Residential Preference: Candidates should preferably be local residents of Mumbai or MMR with deep familiarity with their local business ecosystems.

Key Submission Checklist for Recruiters When sharing candidate applications, please specify:

- Current Residential Address & Locality
- Total Experience in Insurance Agency Channel
- Current Monthly Salary & Expected Monthly Salary
- Notice Period / Availability to Join

Pay: ₹25,000.00 - ₹45,000.00 per month

Benefits

- Flexible schedule

Work Location: In person

📌 Area Sales Executive (Thane)
🏢 Nelson Infotech
📍 Thane