Manager Strategic Partnerships

Antal International; Maharashtra; Hybrid; INR 800,000 - 1,200,000; Full time

Job summary

Antal International in Mumbai/Thane seeks a field-based Alliance & Network Development Lead. You will build and nurture a local referral network among Chartered Accountants, Lawyers, Financial Consultants, and Business Advisors to drive qualified client leads for wealth management services.

This is an alliance-building and relationship management profile, not direct sales. Expect weekly reporting from Thane office, extensive field collaboration, and seminars across corporate offices and

Qualifications

• Prior experience in the Insurance Agency Channel is mandatory.
• Proven ability to source, recruit, and develop insurance agents/advisors through cold calling, field visits, and networking.

Responsibilities

• Referral Network Development: identify, approach, and onboard Chartered Accountants, Lawyers, and other professionals as strategic referral partners.
• Field networking: build a robust local referral network through market visits, industry references, and personal networking.
• Seminars & events: conceptualize and execute financial planning and wealth management seminars across corporate offices and professional bodies.
• Partner engagement: maintain long-term relationships with referral partners to ensure a steady pipeline of referrals.
• Internal coordination: work with Wealth Management team to hand over referred prospects and support conversions.
• Business growth: explore and launch new partnership initiatives across the region.

Skills

Networking

Alliance building

Business development

Stakeholder management

Presentation skills

Job description

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

Office Location: Thane (Weekly reporting)

Experience: 5+ years

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.

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:

• 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.