About The Policy Exchange (owned by Fairvalue Insuretech Pvt Ltd) The Policy Exchange is a fast-growing Insuretech platform revolutionizing the way Indians manage their life insurance, investments, and liquidity needs. With an integrated ecosystem offering solutions such as LAP, Policy Revival, and Wealth Management, we are on a mission to simplify financial empowerment for every customer. As we expand our footprint and build a scalable, compliant, and investor-ready organization, we are seeking a dynamic and strategic Head of Finance & Accounts to lead our finance function, strengthen financial governance, and drive strategic growth. Role Overview The Head of Finance & Accounts will be a key member of the leadership team, reporting directly to Co-founder & CEO, and be responsible for shaping the company's financial strategy, ensuring fiscal discipline, maintaining robust governance, and supporting fundraising initiatives. This role demands a leader who combines strategic foresight with operational excellence and can serve as a trusted advisor to the Board and Founders. Key Responsibilities 1. Strategic Financial Leadership Develop and execute the companys overall financial strategy in alignment with business goals Provide financial insights and recommendations to the Board and senior management to drive growth and profitability. Partner with business leaders to evaluate new opportunities, partnerships, and market expansion. 2. Financial Planning, Budgeting & Analysis Lead annual and long-term financial planning, forecasting, and performance tracking. Develop financial models and scenario analyses to support strategic decision-making. Oversee cost optimization, capital allocation, and business unit profitability. 3. Accounting, Controls & Governance Ensure accuracy and integrity of financial reporting and compliance with Ind AS and statutory requirements. Establish and enforce robust internal control systems, accounting policies, and audit procedures. Oversee the preparation and timely closure of monthly, quarterly, and annual accounts. 4. Treasury, Cash Flow & Fund Management Manage company liquidity, working capital, and capital structure. Build and maintain strong relationships with banks, NBFCs, and investors. Oversee debt and equity funding activities, including loan negotiations and investor due diligence. 5. Taxation & Regulatory Compliance Oversee compliance with Income Tax, GST, TDS, FEMA, and other statutory obligations. Liaise with auditors, regulators, and external consultants for timely audits and submissions. Ensure adherence to all corporate governance-related compliance (as applicable). 6. Fundraising & Investor Relations Lead fundraising initiatives, both equity and debt to support growth and expansion. Prepare investor decks, financial models, and due diligence materials. Maintain transparent and consistent communication with investors and stakeholders. 7. Risk Management Identify and mitigate financial and operational risks. Establish systems for monitoring credit, market, and liquidity risks. Implement effective business continuity and financial risk frameworks. 8. Leadership & Team Development Build, mentor, and lead a high-performing finance team. Drive digital transformation and automation within the finance function. Foster a culture of accountability, integrity, and excellence. Qualifications & Experience Education: Chartered Accountant (CA) mandatory; MBA (Finance) or CFA preferred. Experience: 15+ years of progressive experience in finance, with at least 5 years in a senior leadership role. Experience in fintech, BFSI, or technology-driven organizations preferred. Proven expertise in strategic financial management, fundraising, and governance. Strong understanding of Ind AS, Companies Act, taxation laws, and compliance frameworks. Experience working with investors, venture capitalists, and board governance. Key Skills & Attributes Strategic and analytical mindset with a strong business acumen. Excellent leadership, communication, and stakeholder management skills. High integrity, transparency, and accountability. Strong grasp of digital finance tools, analytics, and ERP systems. Ability to thrive in a dynamic, growth-oriented environment. What We Offer Opportunity to shape the financial direction of a high-growth fintech platform. Leadership role with strategic decision-making authority. Competitive compensation, including performance-linked incentives and ESOPs. Collaborative and visionary work environment.
Job Title: Zonal Head The Policy Exchange Location: Mumbai (West Zone), Chennai (South Zone), Kolkata (East Zone) Department: Sales & Business Development Reporting To: Sales Head / Business Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform enabling investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns creating a win-win ecosystem. We are expanding rapidly and seeking a dynamic Zonal Head to lead regional growth, drive distribution partnerships, and build a high-performing sales team. Role Overview The Zonal Head will be responsible for driving business growth and leading sales operations for The Policy Exchange across the assigned zone. This role entails developing and executing strategic plans to expand partner networks, acquire investors, and enhance product penetration. The incumbent will lead and mentor a high-performing sales team, build strong relationships with distributors, financial advisors, and wealth managers, and ensure exceptional partner and investor experience. In close coordination with central teams, the Zonal Head will provide market insights, ensure compliance adherence, and contribute to shaping the company's regional growth strategy. Key Responsibilities 1. Business Development & Sales Leadership Drive sales growth for The Policy Exchange in the assigned zone, achieving revenue and acquisition targets. Develop and execute zonal strategies for new partner onboarding, investor acquisition, and product penetration. Identify and build strong relationships with key distribution partners, financial advisors, and wealth managers. 2. Team Management & Performance Lead, mentor, and motivate a team of Regional/Area Managers and Sales Executives. Set clear goals, monitor performance, and ensure delivery on productivity metrics. Conduct regular training and reviews to strengthen product understanding and sales effectiveness. 3. Partner & Investor Engagement Develop & Build strong relationships with partner networks, family offices, and investment intermediaries. Represent The Policy Exchange at regional events, roadshows, and client meetings. Ensure high-quality investor experience through efficient coordination and service support. 4. Strategic Inputs & Coordination Work closely with central teams (Marketing, Operations, and Product) to align regional strategies. Provide market insights, competitor analysis, and feedback to shape product positioning. Ensure adherence to compliance, process, and brand standards across all operations. Qualifications & Experience Graduate / Postgraduate in Business, Finance, or a related field (MBA preferred). 1015 years of experience in financial products ideally in life insurance, mutual funds, or wealth management distribution. Proven track record in sales leadership and team management across multiple locations. Strong network of distributors, IFAs, and investment advisors in the region. Skills & Attributes Entrepreneurial mindset with a strong result orientation. Excellent communication, negotiation, and relationship-building skills. Strategic thinker with execution capability. Ability to motivate and lead diverse teams. What We Offer Opportunity to be part of a fast-growing, innovative investment platform. Attractive performance-linked incentives and growth prospects. Collaborative and entrepreneurial work environment. Kolkata
Job Title: Sales Manager at The Policy Exchange Location: Mumbai, Chennai, Noida Department: Sales & Business Development Reporting To: Zonal Head/Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Sales Manager to lead regional growth, drive distribution partnerships, and build a high-performing sales team. Role Overview The Sales Manager will be responsible for managing client relationships, providing comprehensive financial and wealth management solutions, and driving business growth. The role involves understanding client needs, developing tailored financial plans, recommending suitable investment and insurance products, and ensuring ongoing portfolio performance. The ideal candidate will combine strong product knowledge with excellent communication and analytical skills to deliver superior client experiences and achieve business targets. K ey Responsibilities: Client Relationship Management : - Build and maintain strong relationships with existing and potential clients. - Understand client financial goals, risk tolerance, and investment preferences. 2. Financial Planning and Wealth Management: - Develop comprehensive financial plans for clients, including investment strategies, retirement planning, tax planning, and risk management. - Offer insurance products (life, health, property) as part of the overall wealth management strategy. 3 . Investment and Insurance Product Knowledge: - Stay up-to-date on various investment products (e.g., mutual funds, stocks, bonds) and insurance products (e.g., life, health, property). - Recommend suitable products to clients based on their financial goals and risk tolerance. 4. Portfolio Management: - Monitor and review client portfolios regularly to ensure alignment with their financial goals. - Make adjustments to portfolios as needed to optimize performance. 5. Business Development: - Identify new business opportunities and generate leads through networking, referrals, and other channels. - Collaborate with the sales team to achieve business targets. *Requirements:* - 2-5 years of experience in the insurance sector, preferably with a focus on wealth management or financial planning. - Strong understanding of financial markets, investment products, and insurance products. - Excellent communication and relationship-building skills. - Ability to work independently and as part of a team. - Strong analytical and problem-solving skills. - Relevant certifications (e.g., CFP, AMFI) or designations are a plus. *What We Offer:* - Competitive salary and benefits package - Opportunity to work with a dynamic team and grow professionally - Continuous learning and development opportunities If you're a motivated and client-focused individual with a passion for wealth management and insurance, we'd love to hear from you!
Responsibilities: * Manage HNIs through acquisition & relationship building * Support proposal writing, pitch decks, & communications * Coordinate meetings,events,stakeholder engagement * Prepare data-driven insights, presentations, and reports Flexi working
Job Title: Manager Sales & Investor Relations Location: Noida Department: Sales & Business Development Reporting To: Zonal Head/Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Manager Sales & Investor Relations to lead regional growth, drive distribution partnerships, and build a high-performing sales team. Role Overview The Sales Manager will be responsible for managing client relationships, providing comprehensive financial and wealth management solutions, and driving business growth. The role involves understanding client needs, developing tailored financial plans, recommending suitable investment and insurance products, and ensuring ongoing portfolio performance. The ideal candidate will combine strong product knowledge with excellent communication and analytical skills to deliver superior client experiences and achieve business targets. K ey Responsibilities: Client Relationship Management : - Build and maintain strong relationships with existing and potential clients. - Understand client financial goals, risk tolerance, and investment preferences. 2. Financial Planning and Wealth Management: - Develop comprehensive financial plans for clients, including investment strategies, retirement planning, tax planning, and risk management. - Offer insurance products (life, health, property) as part of the overall wealth management strategy. 3 . Investment and Insurance Product Knowledge: - Stay up-to-date on various investment products (e.g., mutual funds, stocks, bonds) and insurance products (e.g., life, health, property). - Recommend suitable products to clients based on their financial goals and risk tolerance. 4. Portfolio Management: - Monitor and review client portfolios regularly to ensure alignment with their financial goals. - Make adjustments to portfolios as needed to optimize performance. 5. Business Development: - Identify new business opportunities and generate leads through networking, referrals, and other channels. - Collaborate with the sales team to achieve business targets. *Requirements:* - 2-5 years of experience in the insurance sector, preferably with a focus on wealth management or financial planning. - Strong understanding of financial markets, investment products, and insurance products. - Excellent communication and relationship-building skills. - Ability to work independently and as part of a team. - Strong analytical and problem-solving skills. - Relevant certifications (e.g., CFP, AMFI) or designations are a plus. *What We Offer:* - Competitive salary and benefits package - Opportunity to work with a dynamic team and grow professionally - Continuous learning and development opportunities If you're a motivated and client-focused individual with a passion for wealth management and insurance, we'd love to hear from you!
Job Title: Manager Sales & Investor Relations Location: Noida Department: Sales & Business Development Reporting To: Zonal Head/Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Manager Sales & Investor Relations to lead regional growth, drive distribution partnerships, and build a high-performing sales team. Role Overview The Sales Manager will be responsible for managing client relationships, providing comprehensive financial and wealth management solutions, and driving business growth. The role involves understanding client needs, developing tailored financial plans, recommending suitable investment and insurance products, and ensuring ongoing portfolio performance. The ideal candidate will combine strong product knowledge with excellent communication and analytical skills to deliver superior client experiences and achieve business targets. K ey Responsibilities: Client Relationship Management : - Build and maintain strong relationships with existing and potential clients. - Understand client financial goals, risk tolerance, and investment preferences. 2. Financial Planning and Wealth Management: - Develop comprehensive financial plans for clients, including investment strategies, retirement planning, tax planning, and risk management. - Offer insurance products (life, health, property) as part of the overall wealth management strategy. 3 . Investment and Insurance Product Knowledge: - Stay up-to-date on various investment products (e.g., mutual funds, stocks, bonds) and insurance products (e.g., life, health, property). - Recommend suitable products to clients based on their financial goals and risk tolerance. 4. Portfolio Management: - Monitor and review client portfolios regularly to ensure alignment with their financial goals. - Make adjustments to portfolios as needed to optimize performance. 5. Business Development: - Identify new business opportunities and generate leads through networking, referrals, and other channels. - Collaborate with the sales team to achieve business targets. *Requirements:* - 2-5 years of experience in the BFSI sector, preferably with a focus on wealth management or financial planning. - Strong understanding of financial markets, investment products, and insurance products. - Excellent communication and relationship-building skills. - Ability to work independently and as part of a team. - Strong analytical and problem-solving skills. - Relevant certifications (e.g., CFP, AMFI) or designations are a plus. *What We Offer:* - Competitive salary and benefits package - Opportunity to work with a dynamic team and grow professionally - Continuous learning and development opportunities If you're a motivated and client-focused individual with a passion for wealth management and insurance, we'd love to hear from you!