Antal International
Website:
antal.com
Job details:
Manager – Strategic Partnerships
· Location: Mumbai (Field-based within designated local zones)Lead generation
· Office Location: Thane (Weekly reporting)
Experience - 5+ years
· Open Positions: 8
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.
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.
· 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.
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