Company Description At The Policy Exchange (parent company - Fairvalue Insuretech), we believe in building more than just careers—we’re creating opportunities for innovation and impact. We’re an Insuretech startup on a mission to disrupt the financial services industry with innovative, insurance-backed products that truly make a difference in people’s lives. Our offerings combine the traditional investment products like mutual funds with innovative new-age options like Pre-Owned Policies. We’re looking for passionate, forward-thinking individuals who want to be part of a fast-paced, dynamic environment where every day brings new challenges and opportunities. If you’re driven by curiosity, motivated by challenges, and excited by the prospect of contributing to something meaningful, The Policy Exchange offers a platform where your ideas and efforts can truly shape the future. Here, your ideas won’t just be heard—they’ll shape the future of our company. We’re all about collaboration, innovation, and pushing boundaries. If you’re ready to step out of the ordinary and into a role where you can truly make a difference, let’s talk. Role Description : The HR Manager will be responsible for managing various HR-related tasks to ensure smooth operations within the organization. This role requires excellent organizational skills, attention to detail, and the ability to handle confidential information with integrity Annual CTC: INR 8 - 10 Lac (based on experience and qualifications) Key Responsibilities: - Assist in the recruitment process, including posting job ads, scheduling interviews, and conducting reference checks. - Maintain employee records and ensure all HR documentation is up-to-date and accurately filed. - Coordinate new employee onboarding and orientation programs. - Handle day-to-day administrative tasks such as office supplies management, correspondence, and scheduling meetings. - Assist in payroll processing and benefits administration. - Support employee engagement initiatives and HR projects. -Create and maintain company policies. - Ensure compliance with company policies and legal regulations. - Act as a point of contact for employees regarding HR and administrative inquiries. - Develop and maintain strong relationships with recruitment agencies and job boards to ensure a steady pipeline of qualified candidates. - Actively source and network with potential candidates, particularly those with experience in sales and relevant profiles for The Policy Exchange. Must-Have Qualifications: - Management degree in Human Resources, Business Administration, or a related field. - Minimum of 4 years of experience in an HR or administrative role. - Experience in Financial Services Sector. - Strong understanding of HR principles and practices. - Excellent organizational and multitasking skills. - Proficient in MS Office (Word, Excel, PowerPoint) and HR software. - -Strong communication and interpersonal skills. - Ability to handle sensitive and confidential information with discretion. - Proven experience and good connections in hiring sales professionals and relevant profiles for the financial services industry. Skills: - Attention to detail and accuracy in administrative tasks. - Strong problem-solving abilities. - Proactive and able to work independently. - Ability to prioritize tasks and meet deadlines. - Knowledge of labor laws and regulations is a plus. Job Types: Full-time, Permanent Benefits: Paid sick time Provident Fund Ability to commute/relocate: Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Required) Experience: HR: 4 years (Required) HR sourcing: 1 year (Required) Payroll management: 2 years (Required) total work: 4 years (Preferred) Financial services company : 4 years (Required) Language: English, Hindi (Preferred) Location: Noida, Uttar Pradesh (Preferred) Willingness to travel: 25% (Preferred) Work Location: In person
Company Description At The Policy Exchange (parent company - Fairvalue Insuretech), we believe in building more than just careers—we’re creating opportunities for innovation and impact. We’re an Insuretech startup on a mission to disrupt the financial services industry with innovative, insurance-backed products that truly make a difference in people’s lives. Our offerings combine the traditional investment products like mutual funds with innovative new-age options like Pre-Owned Policies. We’re looking for passionate, forward-thinking individuals who want to be part of a fast-paced, dynamic environment where every day brings new challenges and opportunities. If you’re driven by curiosity, motivated by challenges, and excited by the prospect of contributing to something meaningful, The Policy Exchange offers a platform where your ideas and efforts can truly shape the future. Here, your ideas won’t just be heard—they’ll shape the future of our company. We’re all about collaboration, innovation, and pushing boundaries. If you’re ready to step out of the ordinary and into a role where you can truly make a difference, let’s talk. Role Description : The HR Manager will be responsible for managing various HR-related tasks to ensure smooth operations within the organization. This role requires excellent organizational skills, attention to detail, and the ability to handle confidential information with integrity Annual CTC: INR 8 - 10 Lac (based on experience and qualifications) Key Responsibilities: - Assist in the recruitment process, including posting job ads, scheduling interviews, and conducting reference checks. - Maintain employee records and ensure all HR documentation is up-to-date and accurately filed. - Coordinate new employee onboarding and orientation programs. - Handle day-to-day administrative tasks such as office supplies management, correspondence, and scheduling meetings. - Assist in payroll processing and benefits administration. - Support employee engagement initiatives and HR projects. -Create and maintain company policies. - Ensure compliance with company policies and legal regulations. - Act as a point of contact for employees regarding HR and administrative inquiries. - Develop and maintain strong relationships with recruitment agencies and job boards to ensure a steady pipeline of qualified candidates. - Actively source and network with potential candidates, particularly those with experience in sales and relevant profiles for The Policy Exchange. Must-Have Qualifications: - Management degree in Human Resources, Business Administration, or a related field. - Minimum of 4 years of experience in an HR or administrative role. - Experience in Financial Services Sector. - Strong understanding of HR principles and practices. - Excellent organizational and multitasking skills. - Proficient in MS Office (Word, Excel, PowerPoint) and HR software. - -Strong communication and interpersonal skills. - Ability to handle sensitive and confidential information with discretion. - Proven experience and good connections in hiring sales professionals and relevant profiles for the financial services industry. Skills: - Attention to detail and accuracy in administrative tasks. - Strong problem-solving abilities. - Proactive and able to work independently. - Ability to prioritize tasks and meet deadlines. - Knowledge of labor laws and regulations is a plus. Job Types: Full-time, Permanent Benefits: Paid sick time Provident Fund Ability to commute/relocate: Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Required) Experience: HR: 4 years (Required) HR sourcing: 1 year (Required) Payroll management: 2 years (Required) total work: 4 years (Preferred) Financial services company : 4 years (Required) Language: English, Hindi (Preferred) Location: Noida, Uttar Pradesh (Preferred) Willingness to travel: 25% (Preferred) Work Location: In person
You are invited to participate in a Walk-In Drive for the position of Customer Service Associate - Renewal Calling at The Policy Exchange. As a Customer Service Associate, your primary responsibility will be to handle renewal calling for existing customers. This role offers a fixed salary of up to 15,000 along with attractive incentives. At The Policy Exchange, we believe in rewarding performance with incentives and providing growth opportunities for our employees. This position is a full-time and permanent role, with Day Shift timings. To be considered for this position, we prefer candidates with a Bachelor's degree and at least 1 year of total work experience, specifically in customer service. Proficiency in English is preferred for effective communication with customers. If you are looking to take the next step in your career and work in a dynamic environment, we encourage you to attend the Walk-In Drive at D-8, Sector 2, Noida. Join us today and be a part of our team dedicated to customer satisfaction and growth.,
Job Title: Content Marketing & Design Associate Company: Fairvalue Insuretech Pvt. Ltd. Location: Noida Job Type: Full-time Experience Level: 1-3 Years Salary: 3.5-6 Lakh p.a. depending on experience and skill level. About Us: The Policy Exchange is a dynamic financial services organization dedicated to transforming how individuals and businesses manage their investments. We specialize in creating customized portfolios tailored to meet the unique financial goals of our clients. Job Description: We are seeking a dynamic and results-driven Content Marketing & Design Associate to join our growing team. The ideal candidate will have 1-3 years of experience in designing creative content and successfully driving social media marketing. The incumbent will be responsible for designing engaging creatives and developing, implementing, tracking, and optimizing our digital marketing campaigns across all digital channels. Key Responsibilities: Develop and Execute Digital Marketing Strategies: Create and execute comprehensive digital marketing plans to increase brand awareness, drive website traffic, and generate leads. Content Creation and Management: Oversee the creation and curation of engaging content for our website, blog, social media, email campaigns, and other digital platforms. SEO/SEM Management: Optimize website content and structure for search engines to improve organic search rankings. Manage pay-per-click (PPC) advertising campaigns. Social Media Management: Develop and implement social media strategies to increase engagement, followers, and brand loyalty across various platforms. Email Marketing: Design and implement email marketing campaigns to nurture leads and retain customers. Analytics and Reporting: Monitor, analyze, and report on key performance indicators (KPIs) to assess the effectiveness of digital marketing efforts. Provide actionable insights to improve performance. Collaborate with Internal Teams: Work closely with the sales, product, and design teams to ensure cohesive marketing efforts. Stay Up-to-Date with Industry Trends: Keep abreast of the latest digital marketing trends, tools, and best practices to maintain a competitive edge. Qualifications: Experience: 1-3 years of proven experience in content design and marketing. Education: Bachelor’s degree in Marketing, Communications, Business, or a related field. Technical Skills: Proficiency in digital marketing tools and platforms, such as Google Analytics, Google Ads, Facebook Ads Manager, SEO tools (e.g., SEMrush, Moz), and email marketing software ( Mailchimp expertise required ). Content Skills: Strong writing and editing skills with an eye for detail. Analytical Skills: Ability to analyze data and draw actionable insights to improve marketing strategies. Creative Skills: Innovative thinking with the ability to develop unique marketing ideas. Communication Skills: Excellent verbal and written communication skills. Team Player: Ability to work effectively in a collaborative team environment. Skills required Certifications: Google Ads, Google Analytics, or other relevant certifications. Experience with Marketing Automation Tools: Familiarity with tools such as HubSpot/ Marketo. Familiarity/ Expertise in Design tools: Expertise in Canva, Photshop/Illustrator/Figma, and video content creation tools Industry Knowledge: Experience in Financial services/ Insurance/Personal Finance sector is a plus. Basic financial products knowledge is a must have qualification. MS Office usage expertise is required What We Offer Competitive Salary: Based on experience and qualifications. Benefits Package: Year-end bonus/performance bonus Professional Development: Opportunities for growth and advancement within the company. Work Environment: Collaborative and innovative work culture with a focus on work-life balance. If you are passionate about digital marketing and looking to take your career to the next level, we would love to hear from you! NOTE: UNANSWERED QUESTIONS ON EXCEL PROFICIENCY, CONTENT CREATION TOOLS AND FINANCIAL CONTENT BLOGS MIGHT LEAD TO REJECTION OF YOUR APPLICATION! To Apply: Please send your resume and cover letter to [email protected] with the subject line "Content Marketing & Design Associate – [Your Name]." OR WhatsApp your resume @ +918178561337 with the text message "Content Marketing & Design Associate – [Your Name]." At The Policy Exchange, we are committed to diversity and inclusion. We welcome applications from all qualified individuals regardless of race, ethnicity, gender, sexual orientation, age, disability, or religion. Note: Only shortlisted candidates will be contacted for an interview. Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Benefits: Provident Fund Application Question(s): Please mention your Current and Expected CTC. Rate yourself between 1-10 in Excel Skills (1 being the lowest) Name the content creation tools you have worked on and rate them between 1-10 based on your proficiency in each. (1 being the lowest) How comfortable are you in writing financial content/blogs? Rate between 1-10 (1 being the lowest) Education: Bachelor's (Preferred) Experience: total work: 1 year (Required) Content marketing: 1 year (Required) Email marketing: 1 year (Required) License/Certification: Fundamentals of digital marketing (Required) Google Ads Measurement Certification (Preferred) Work Location: In person
Job Title: Content Marketing & Design Associate Company: Fairvalue Insuretech Pvt. Ltd. Location: Noida Job Type: Full-time Experience Level: 1-3 Years Salary: 3.5-6 Lakh p.a. depending on experience and skill level. About Us: The Policy Exchange is a dynamic financial services organization dedicated to transforming how individuals and businesses manage their investments. We specialize in creating customized portfolios tailored to meet the unique financial goals of our clients. Job Description: We are seeking a dynamic and results-driven Content Marketing & Design Associate to join our growing team. The ideal candidate will have 1-3 years of experience in designing creative content and successfully driving social media marketing. The incumbent will be responsible for designing engaging creatives and developing, implementing, tracking, and optimizing our digital marketing campaigns across all digital channels. Key Responsibilities: Develop and Execute Digital Marketing Strategies: Create and execute comprehensive digital marketing plans to increase brand awareness, drive website traffic, and generate leads. Content Creation and Management: Oversee the creation and curation of engaging content for our website, blog, social media, email campaigns, and other digital platforms. SEO/SEM Management: Optimize website content and structure for search engines to improve organic search rankings. Manage pay-per-click (PPC) advertising campaigns. Social Media Management: Develop and implement social media strategies to increase engagement, followers, and brand loyalty across various platforms. Email Marketing: Design and implement email marketing campaigns to nurture leads and retain customers. Analytics and Reporting: Monitor, analyze, and report on key performance indicators (KPIs) to assess the effectiveness of digital marketing efforts. Provide actionable insights to improve performance. Collaborate with Internal Teams: Work closely with the sales, product, and design teams to ensure cohesive marketing efforts. Stay Up-to-Date with Industry Trends: Keep abreast of the latest digital marketing trends, tools, and best practices to maintain a competitive edge. Qualifications: Experience: 1-3 years of proven experience in content design and marketing. Education: Bachelor’s degree in Marketing, Communications, Business, or a related field. Technical Skills: Proficiency in digital marketing tools and platforms, such as Google Analytics, Google Ads, Facebook Ads Manager, SEO tools (e.g., SEMrush, Moz), and email marketing software ( Mailchimp expertise required ). Content Skills: Strong writing and editing skills with an eye for detail. Analytical Skills: Ability to analyze data and draw actionable insights to improve marketing strategies. Creative Skills: Innovative thinking with the ability to develop unique marketing ideas. Communication Skills: Excellent verbal and written communication skills. Team Player: Ability to work effectively in a collaborative team environment. Skills required Certifications: Google Ads, Google Analytics, or other relevant certifications. Experience with Marketing Automation Tools: Familiarity with tools such as HubSpot/ Marketo. Familiarity/ Expertise in Design tools: Expertise in Canva, Photshop/Illustrator/Figma, and video content creation tools Industry Knowledge: Experience in Financial services/ Insurance/Personal Finance sector is a plus. Basic financial products knowledge is a must have qualification. MS Office usage expertise is required What We Offer Competitive Salary: Based on experience and qualifications. Benefits Package: Year-end bonus/performance bonus Professional Development: Opportunities for growth and advancement within the company. Work Environment: Collaborative and innovative work culture with a focus on work-life balance. If you are passionate about digital marketing and looking to take your career to the next level, we would love to hear from you! NOTE: UNANSWERED QUESTIONS ON EXCEL PROFICIENCY, CONTENT CREATION TOOLS AND FINANCIAL CONTENT BLOGS MIGHT LEAD TO REJECTION OF YOUR APPLICATION! To Apply: Please send your resume and cover letter to c.mishra@thepolicyexchange.com with the subject line "Content Marketing & Design Associate – [Your Name]." OR WhatsApp your resume @ +918178561337 with the text message "Content Marketing & Design Associate – [Your Name]." At The Policy Exchange, we are committed to diversity and inclusion. We welcome applications from all qualified individuals regardless of race, ethnicity, gender, sexual orientation, age, disability, or religion. Note: Only shortlisted candidates will be contacted for an interview. Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Benefits: Provident Fund Application Question(s): Please mention your Current and Expected CTC. Rate yourself between 1-10 in Excel Skills (1 being the lowest) Name the content creation tools you have worked on and rate them between 1-10 based on your proficiency in each. (1 being the lowest) How comfortable are you in writing financial content/blogs? Rate between 1-10 (1 being the lowest) Education: Bachelor's (Preferred) Experience: total work: 1 year (Required) Content marketing: 1 year (Required) Email marketing: 1 year (Required) License/Certification: Fundamentals of digital marketing (Required) Google Ads Measurement Certification (Preferred) Work Location: In person
Job Title: Manager – Sales About The Policy Exchange: At The Policy Exchange, we believe in building more than just careers—we’re creating opportunities for innovation and impact. We’re an Insuretech startup on a mission to disrupt the financial services industry with innovative, insurance-backed products that truly make a difference in people’s lives. We’re looking for passionate, forward-thinking individuals who want to be part of a fast-paced, dynamic environment where every day brings new challenges and opportunities. Position Summary: The Manager - Institutional Partnerships is a game-changer role for someone who’s eager to take on responsibility, build strategic partnerships, and grow alongside a company that’s on the rise. You’ll be at the forefront of our business, working directly with insurance companies, wealth managers, and other financial institutions to drive growth and innovation. This is more than just a job—it’s an opportunity to do something extraordinary, learn from industry leaders, and make a real impact in the financial services world. This role requires a deep understanding of personal finance, insurance products, and the broader financial services landscape. The ideal candidate will have a proven track record in forging strong partnerships with insurance companies, mutual funds, RIAs, and other financial institutions. Key Responsibilities: · Strategic Partnership Development with Financial Institutes and Insurance companies: Identify, develop, and execute strategies to secure and grow institutional partnerships with a focus on insurance companies, wealth managers, RIAs, etc. to help grow and nurture distribution network. · Relationship Management: Build and maintain strong, long-term relationships with institutional clients to drive business growth and customer satisfaction. · Customized Solution Design: Collaborate with internal teams to develop tailored financial solutions that meet the specific needs of institutional clients, particularly in the insurance and personal finance sectors. · Deal Negotiation & Closure: Lead negotiations and successfully close deals with institutional partners, ensuring mutual benefits and long-term collaboration. · Market Intelligence: Monitor industry trends, regulatory changes, and competitive dynamics to identify new opportunities for growth and innovation. · Team Leadership & Mentorship: Provide guidance, mentorship, and support to junior team members, fostering a culture of continuous learning and development. · Regulatory Compliance: Ensure all institutional partnerships comply with relevant regulations and company policies. Qualifications: · Educational Background: Bachelor’s degree in Finance, Business Administration, or a related field. An MBA is preferred. · Professional Experience: Minimum of 5 years of experience in institutional sales or business development within the financial services sector, with a strong emphasis on personal finance and insurance products. · Industry Network: Established network of contacts within the insurance and financial services industry, particularly with wealth managers, RIAs, and institutional investors. · Proven Success: Demonstrated success in developing and managing institutional relationships, with a strong focus on driving business growth. · Communication & Negotiation Skills: Exceptional communication, negotiation, and presentation skills, with the ability to influence stakeholders at all levels. · Independent & Strategic Thinker: Ability to work independently, think strategically, and drive key initiatives that align with the company’s growth objectives. Skills: Financial Product Knowledge: In-depth understanding of financial products and services, particularly in the insurance, wealth management, and personal finance sectors. Understanding of Life Insurance products and industry Analytical & Strategic Thinking: Strong analytical abilities, with the capacity to think strategically and anticipate market shifts. Interpersonal Skills: Exceptional interpersonal and relationship-building skills, with a customer-centric approach. Technical Proficiency: Proficiency in MS Office, CRM software, and other relevant tools. What We Offer: - Competitive salary. - Performance-based bonus - Opportunity to work with a leading financial services firm. - Professional growth and development opportunities. - Supportive and collaborative work environment. Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Benefits: Provident Fund Ability to commute/relocate: Noida H.O, Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Preferred) Application Question(s): What's your current or last CTC? Experience: total work: 3 years (Required) Investment products sales: 2 years (Required) Location: Noida H.O, Noida, Uttar Pradesh (Preferred) Willingness to travel: 75% (Required) Work Location: In person
Job Title: Tele-calling - Customer Service Specialist (Life Insurance Renewals) Location : The Policy Exchange, 1st Floor, D8, Sec 2, Noida Experience: 1 – 2 Years Education: Minimum 12th Pass Salary: ₹12,000 – ₹17,000/month + Attractive Performance Bonus Employment Type: Full-time Job Description: We are looking for a dynamic and customer-focused Tele-calling Customer Service Specialist to join our Life Insurance Renewal team. Your primary role will be to connect with existing policyholders, remind them about policy renewals, answer their queries, and ensure timely renewals. Key Responsibilities: Make outbound calls to customers for life insurance renewal follow-ups. Explain renewal benefits and assist in resolving basic customer queries. Maintain records of customer interactions and update the CRM system. Follow communication scripts and company guidelines during calls. Achieve daily and monthly targets related to calls and renewals. Build a rapport with customers to ensure a high renewal ratio. Candidate Requirements: Minimum qualification : 12th Pass (Graduate preferred). 1–2 years of experience in tele-calling/customer service (Insurance & Financial Service domain preferrable). Good verbal communication skills in Hindi and English. Basic computer knowledge and ability to update records digitally. Good listening skills and customer-centric attitude. Must be a quick learner and team player. Salary & Benefits: Fixed Salary: ₹12,000 to ₹17,000 per month (based on experience and performance). Monthly Performance Incentive. PF & ESI (as per company policy). Paid Training provided. Career Growth: Opportunity to grow into Team Leader, Quality Analyst, or Customer Relationship roles. Internal promotions based on performance and skill development. Skill-building through ongoing training and mentorship. Job Type: Full-time Pay: ₹12,000.00 - ₹17,000.00 per month Application Question(s): Are you available to join on immediate basis ? Language: English (Preferred) Hindi (Preferred) Work Location: In person
The Associate – Founder & CEO Office will act as a strategic enabler for the Founder & CEO, ensuring seamless execution of key priorities, business initiatives, and cross-functional projects. This role demands high ownership, problem-solving ability, and discretion, with direct exposure to decision-making at the leadership level. Key Responsibilities · Strategic & Business Support · Work closely with the Founder & CEO on business planning, fundraising, partnerships, and growth initiatives. · Conduct research, analyze data, and prepare reports, presentations, and business insights. · Track KPIs, OKRs, and other performance metrics across business functions. · Project Management & Execution · Drive special projects and ensure timely execution of strategic initiatives. · Liaise with different departments (Sales, Operations, Product, Finance, HR, Compliance) to ensure alignment with CEO’s priorities. · Monitor progress and prepare periodic review dashboards. · Communication & Stakeholder Management · Act as a bridge between the Founder’s office and internal/external stakeholders (investors, partners, regulators, clients). · Draft high-quality business communications, proposals, and notes. · Maintain confidentiality while handling sensitive and critical information. · Administrative & Operational Support · Manage the Founder’s calendar, meetings, and travel logistics. · Prepare agenda, minutes, and follow-up trackers for leadership and board meetings. · Support in investor relations and external business engagements. Skills & Competencies · Strong business acumen and analytical ability. Excellent communication and presentation skills (written & verbal). · Strong interpersonal skills with ability to influence and coordinate. · High ownership, problem-solving mindset, and ability to multitask. · Proficiency in MS Office (Excel, PowerPoint, Word) and collaboration tools. · Ability to work in a dynamic, start-up environment. Qualifications & Experience · MBA/PGDM or Graduate in Management, Finance, Economics, or related fields. · 2–6 years of experience in Strategy, Consulting, Investment Banking, CEO’s Office, or Founders’ Office roles. · Exposure to insurance, fintech, or technology-led businesses will be an added advantage What We Offer · Opportunity to work directly with the Founder & CEO, shaping the company’s growth journey. · A fast-paced, entrepreneurial, and impact-driven environment. · Competitive compensation with growth and learning opportunities. · Exposure to leadership decision-making, fundraising, and strategy. Job Type: Full-time Pay: ₹40,000.00 - ₹70,000.00 per month Application Question(s): Are you available to join on immediate basis? Experience: Project management: 2 years (Preferred) Business analysis: 2 years (Preferred) Team management: 2 years (Preferred) Willingness to travel: 25% (Preferred) Work Location: In person
The Associate – Founder & CEO Office will act as a strategic enabler for the Founder & CEO, ensuring seamless execution of key priorities, business initiatives, and cross-functional projects. This role demands high ownership, problem-solving ability, and discretion, with direct exposure to decision-making at the leadership level. Key Responsibilities · Strategic & Business Support · Work closely with the Founder & CEO on business planning, fundraising, partnerships, and growth initiatives. · Conduct research, analyze data, and prepare reports, presentations, and business insights. · Track KPIs, OKRs, and other performance metrics across business functions. · Project Management & Execution · Drive special projects and ensure timely execution of strategic initiatives. · Liaise with different departments (Sales, Operations, Product, Finance, HR, Compliance) to ensure alignment with CEO’s priorities. · Monitor progress and prepare periodic review dashboards. · Communication & Stakeholder Management · Act as a bridge between the Founder’s office and internal/external stakeholders (investors, partners, regulators, clients). · Draft high-quality business communications, proposals, and notes. · Maintain confidentiality while handling sensitive and critical information. · Administrative & Operational Support · Manage the Founder’s calendar, meetings, and travel logistics. · Prepare agenda, minutes, and follow-up trackers for leadership and board meetings. · Support in investor relations and external business engagements. Skills & Competencies · Strong business acumen and analytical ability. Excellent communication and presentation skills (written & verbal). · Strong interpersonal skills with ability to influence and coordinate. · High ownership, problem-solving mindset, and ability to multitask. · Proficiency in MS Office (Excel, PowerPoint, Word) and collaboration tools. · Ability to work in a dynamic, start-up environment. Qualifications & Experience · MBA/PGDM or Graduate in Management, Finance, Economics, or related fields. · 2–6 years of experience in Strategy, Consulting, Investment Banking, CEO’s Office, or Founders’ Office roles. · Exposure to insurance, fintech, or technology-led businesses will be an added advantage What We Offer · Opportunity to work directly with the Founder & CEO, shaping the company’s growth journey. · A fast-paced, entrepreneurial, and impact-driven environment. · Competitive compensation with growth and learning opportunities. · Exposure to leadership decision-making, fundraising, and strategy. Job Type: Full-time Pay: ₹40,000.00 - ₹70,000.00 per month Application Question(s): Are you available to join on immediate basis? Experience: Project management: 2 years (Preferred) Business analysis: 2 years (Preferred) Team management: 2 years (Preferred) Willingness to travel: 25% (Preferred) Work Location: In person
Job Title: Manager - Client Relations and Acquisition - Investments About The Policy Exchange: At The Policy Exchange, we believe in building more than just careers—we’re creating opportunities for innovation and impact. We’re an Insuretech startup on a mission to disrupt the financial services industry with innovative, insurance-backed products that truly make a difference in people’s lives. We’re looking for passionate, forward-thinking individuals who want to be part of a fast-paced, dynamic environment where every day brings new challenges and opportunities. Position Summary: We are seeking an ambitious and self-driven Manager - Client Relations and Acquisition - Investments to lead the acquisition and servicing of existing clients & partners. The ideal candidate will have a proven track record in financial product sales, strong client relationship skills, and an understanding of various investment instruments. Key Responsibilities: Drive sales of Alternate Investment product, mutual funds through direct and partners. Identify, onboard, and manage HNI/UHNI clients, and distribution partners. Provide tailored investment/lending solutions based on client needs and financial goals. Ensure compliance with regulatory and internal policies in all sales processes. Build and maintain a strong pipeline of leads, manage CRM, and track conversions. Conduct regular investor awareness and partner training sessions. Coordinate with product and operations teams to ensure timely execution and delivery. Monitor market trends and competitor offerings to refine go-to-market strategy. Required Skills and Experience: Minimum 3–6 years of experience in BFSI/Wealth Management/Investment advisory. Strong network of clients, wealth managers, or financial intermediaries. In-depth understanding of financial markets and investment products Excellent communication, negotiation, and relationship management skills. Ability to work independently and in a fast-paced, target-driven environment. AMFI/NISM Certification preferred. Qualifications: · Educational Background: Bachelor’s / MBA degree in Finance, Business Administration, or a related field. An MBA is preferred. · Professional Experience: Minimum of 2 years of experience in institutional sales or business development within the financial services sector, with a strong emphasis on personal finance and insurance products. · Industry Network: Established network of contacts within the insurance and financial services industry, particularly with wealth managers, RIAs, and institutional investors. · Proven Success: Demonstrated success in developing and managing institutional relationships, with a strong focus on driving business growth. · Communication & Negotiation Skills: Exceptional communication, negotiation, and presentation skills, with the ability to influence stakeholders at all levels. · Independent & Strategic Thinker: Ability to work independently, think strategically, and drive key initiatives that align with the company’s growth objectives. Skills: Financial Product Knowledge: In-depth understanding of financial products and services, particularly in the insurance, wealth management, and personal finance sectors. Understanding of Life Insurance products and industry Analytical & Strategic Thinking: Strong analytical abilities, with the capacity to think strategically and anticipate market shifts. Interpersonal Skills: Exceptional interpersonal and relationship-building skills, with a customer-centric approach. Technical Proficiency: Proficiency in MS Office, CRM software, and other relevant tools. What We Offer: - Competitive salary. - Performance-based incentives - Opportunity to work with a leading financial services firm. - Professional growth and development opportunities. - Supportive and collaborative work environment. Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Benefits: Provident Fund Ability to commute/relocate: Noida H.O, Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Preferred) Application Question(s): What's your current or last CTC? Experience: total work: 3 years (Required) Investment products sales: 2 years (Required) Location: Noida H.O, Noida, Uttar Pradesh (Preferred) Willingness to travel: 75% (Required) Work Location: In person
Job Title: Manager - Client Relations and Acquisition - Investments About The Policy Exchange: At The Policy Exchange, we believe in building more than just careers—we’re creating opportunities for innovation and impact. We’re an Insuretech startup on a mission to disrupt the financial services industry with innovative, insurance-backed products that truly make a difference in people’s lives. We’re looking for passionate, forward-thinking individuals who want to be part of a fast-paced, dynamic environment where every day brings new challenges and opportunities. Position Summary: We are seeking an ambitious and self-driven Manager - Client Relations and Acquisition - Investments to lead the acquisition and servicing of existing clients & partners. The ideal candidate will have a proven track record in financial product sales, strong client relationship skills, and an understanding of various investment instruments. Key Responsibilities: Drive sales of Alternate Investment product, mutual funds through direct and partners. Identify, onboard, and manage HNI/UHNI clients, and distribution partners. Provide tailored investment/lending solutions based on client needs and financial goals. Ensure compliance with regulatory and internal policies in all sales processes. Build and maintain a strong pipeline of leads, manage CRM, and track conversions. Conduct regular investor awareness and partner training sessions. Coordinate with product and operations teams to ensure timely execution and delivery. Monitor market trends and competitor offerings to refine go-to-market strategy. Required Skills and Experience: Minimum 3–6 years of experience in BFSI/Wealth Management/Investment advisory. Strong network of clients, wealth managers, or financial intermediaries. In-depth understanding of financial markets and investment products Excellent communication, negotiation, and relationship management skills. Ability to work independently and in a fast-paced, target-driven environment. AMFI/NISM Certification preferred. Qualifications: · Educational Background: Bachelor’s / MBA degree in Finance, Business Administration, or a related field. An MBA is preferred. · Professional Experience: Minimum of 2 years of experience in institutional sales or business development within the financial services sector, with a strong emphasis on personal finance and insurance products. · Industry Network: Established network of contacts within the insurance and financial services industry, particularly with wealth managers, RIAs, and institutional investors. · Proven Success: Demonstrated success in developing and managing institutional relationships, with a strong focus on driving business growth. · Communication & Negotiation Skills: Exceptional communication, negotiation, and presentation skills, with the ability to influence stakeholders at all levels. · Independent & Strategic Thinker: Ability to work independently, think strategically, and drive key initiatives that align with the company’s growth objectives. Skills: Financial Product Knowledge: In-depth understanding of financial products and services, particularly in the insurance, wealth management, and personal finance sectors. Understanding of Life Insurance products and industry Analytical & Strategic Thinking: Strong analytical abilities, with the capacity to think strategically and anticipate market shifts. Interpersonal Skills: Exceptional interpersonal and relationship-building skills, with a customer-centric approach. Technical Proficiency: Proficiency in MS Office, CRM software, and other relevant tools. What We Offer: - Competitive salary. - Performance-based incentives - Opportunity to work with a leading financial services firm. - Professional growth and development opportunities. - Supportive and collaborative work environment. Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Benefits: Provident Fund Ability to commute/relocate: Noida H.O, Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Preferred) Application Question(s): What's your current or last CTC? Experience: total work: 3 years (Required) Investment products sales: 2 years (Required) Location: Noida H.O, Noida, Uttar Pradesh (Preferred) Willingness to travel: 75% (Required) Work Location: In person
About the Role We are seeking a smart, organized, and proactive professional to manage front office operations and provide executive-level assistance to senior leadership. This dual role requires excellent communication, strong organizational skills, and the ability to multitask while maintaining professionalism and discretion at all times. Key Responsibilities Executive Assistance to Co-founder & CEO Manage the CEO’s calendar, appointments, and meetings efficiently. Handle confidential correspondence, draft communications, and prepare reports or presentations as required. Coordinate with internal teams, external partners, and clients on behalf of senior management. Maintain accurate records, minutes of meetings, and follow up on action points. Support in travel planning, bookings, and expense management. Assist in preparing business documents, dashboards, and management reports. Front Office Management Greet and assist visitors with professionalism and warmth. Handle incoming calls, emails, and courier dispatches with efficiency. Maintain visitor logs and ensure the front desk area is presentable at all times. Coordinate with housekeeping, admin, and facilities for smooth daily operations. Manage office supplies inventory and handle basic administrative tasks. Requirements Graduate in any discipline; additional certification in office management or administration preferred. 2–5 years of experience in executive assistance, administration, or front office management. Excellent communication and interpersonal skills. Strong proficiency in MS Office (Word, Excel, PowerPoint, Outlook). Professional appearance and positive attitude. High level of integrity, discretion, and organizational ability. What We Offer A dynamic and collaborative work environment. Exposure to leadership-level decision-making and strategy. Opportunities for career growth in a fast-evolving financial services organization. About The Policy Exchange The Policy Exchange is a leading fintech platform revolutionizing the financial services and insurance landscape. We are driven by innovation, trust, and customer-centric solutions, helping individuals unlock liquidity and smarter investment opportunities. Job Type: Full-time Pay: ₹15,000.00 - ₹35,000.00 per month Application Question(s): Are you available to join on immediate basis? Experience: Reception: 1 year (Required) Executive Assistant: 2 years (Preferred) Willingness to travel: 25% (Preferred) Work Location: In person
About the Role We are seeking a smart, organized, and proactive professional to manage front office operations and provide executive-level assistance to senior leadership. This dual role requires excellent communication, strong organizational skills, and the ability to multitask while maintaining professionalism and discretion at all times. Key Responsibilities Executive Assistance to Co-founder & CEO Manage the CEO’s calendar, appointments, and meetings efficiently. Handle confidential correspondence, draft communications, and prepare reports or presentations as required. Coordinate with internal teams, external partners, and clients on behalf of senior management. Maintain accurate records, minutes of meetings, and follow up on action points. Support in travel planning, bookings, and expense management. Assist in preparing business documents, dashboards, and management reports. Front Office Management Greet and assist visitors with professionalism and warmth. Handle incoming calls, emails, and courier dispatches with efficiency. Maintain visitor logs and ensure the front desk area is presentable at all times. Coordinate with housekeeping, admin, and facilities for smooth daily operations. Manage office supplies inventory and handle basic administrative tasks. Requirements Graduate in any discipline; additional certification in office management or administration preferred. 2–5 years of experience in executive assistance, administration, or front office management. Excellent communication and interpersonal skills. Strong proficiency in MS Office (Word, Excel, PowerPoint, Outlook). Professional appearance and positive attitude. High level of integrity, discretion, and organizational ability. What We Offer A dynamic and collaborative work environment. Exposure to leadership-level decision-making and strategy. Opportunities for career growth in a fast-evolving financial services organization. About The Policy Exchange The Policy Exchange is a leading fintech platform revolutionizing the financial services and insurance landscape. We are driven by innovation, trust, and customer-centric solutions, helping individuals unlock liquidity and smarter investment opportunities. Job Type: Full-time Pay: ₹15,000.00 - ₹35,000.00 per month Application Question(s): Are you available to join on immediate basis? Experience: Reception: 1 year (Required) Executive Assistant: 2 years (Preferred) Willingness to travel: 25% (Preferred) Work Location: In person
Role Overview The Product Head will play a critical role in conceptualizing and designing new investment products derived from pre-owned life insurance policies. The ideal candidate will bring actuarial expertise, strong financial modeling skills, and a deep understanding of the life insurance and personal finance landscape to help structure products that can deliver attractive returns, making them investable. Key Responsibilities Design and structure investment products using pre-owned life insurance portfolios. Develop robust financial and actuarial models to project cash flows, returns, and risk profiles. Create complex actuarial models in tools like Excel, Python, or specialized software to perform illustrations, valuations, and financial projections. Analyze policy data to identify opportunities for product innovation and value extraction. Work closely with the leadership team to align product design with regulatory, legal, and investment frameworks. Evaluate persistency, surrender trends, and other key insurance metrics. Collaborate with internal and external stakeholders, including insurers, investment advisors, and legal experts. Prepare product documentation, investor decks, and pricing reports. Support due diligence and stress-testing scenarios for proposed product structures. Performance Analysis: Monitor the performance of life insurance products, analyze sales data, and identify opportunities for product optimization and growth. Market Research: Stay abreast of industry trends, competitor offerings, and customer/investor preferences to provide actionable insights for product development and strategy. Required Qualifications & Skills Bachelor’s degree in Actuarial Science, Statistics, Mathematics, Finance, or a related field. Completion of at least 3 levels of Actuarial Certification . 3–4 years of experience in an actuarial role within insurance, consulting, or financial services. Product Knowledge and Expertise: Must have a comprehensive understanding of life insurance products in India , including various policy structures, riders, coverage options, and underwriting frameworks. Advanced proficiency in financial modeling, data analysis , and valuation techniques. Strong working knowledge of reserving, pricing, embedded values,and other common technical actuarial topics. Strong analytical and problem-solving skills with a commercial mindset. Proficiency in Excel and actuarial modeling tools; knowledge of R/Python is a plus. Excellent communication skills and ability to work in cross-functional teams. What We Offer Opportunity to build innovative financial products in an emerging asset class. High visibility and strategic impact role. Fast-paced startup environment with learning and growth opportunities. Competitive compensation and benefits package. ✅ If you are an actuarial professional passionate about creating investment innovation, we’d love to talk to you. Job Type: Full-time Pay: ₹300,000.00 - ₹1,000,000.00 per year Work Location: In person
We're looking for a Wealth Manager to join our team at The Policy Exchange. As a Wealth Manager, you will be responsible for providing comprehensive wealth management solutions to high net-worth individuals and corporate clients. You will work closely with our team to understand client needs, develop tailored financial plans, and offer investment and insurance products to help clients achieve their financial goals. *Key Responsibilities:* 1. 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: * - 1-2 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 Type: Full-time Pay: ₹30,000.00 - ₹70,000.00 per month Work Location: In person
Role Overview The Product Head will play a critical role in conceptualizing and designing new investment products derived from pre-owned life insurance policies. The ideal candidate will bring actuarial expertise, strong financial modeling skills, and a deep understanding of the life insurance and personal finance landscape to help structure products that can deliver attractive returns, making them investable. Key Responsibilities Design and structure investment products using pre-owned life insurance portfolios. Develop robust financial and actuarial models to project cash flows, returns, and risk profiles. Create complex actuarial models in tools like Excel, Python, or specialized software to perform illustrations, valuations, and financial projections. Analyze policy data to identify opportunities for product innovation and value extraction. Work closely with the leadership team to align product design with regulatory, legal, and investment frameworks. Evaluate persistency, surrender trends, and other key insurance metrics. Collaborate with internal and external stakeholders, including insurers, investment advisors, and legal experts. Prepare product documentation, investor decks, and pricing reports. Support due diligence and stress-testing scenarios for proposed product structures. Performance Analysis: Monitor the performance of life insurance products, analyze sales data, and identify opportunities for product optimization and growth. Market Research: Stay abreast of industry trends, competitor offerings, and customer/investor preferences to provide actionable insights for product development and strategy. Required Qualifications & Skills Bachelor’s degree in Actuarial Science, Statistics, Mathematics, Finance, or a related field. Completion of at least 3 levels of Actuarial Certification . 3–4 years of experience in an actuarial role within insurance, consulting, or financial services. Product Knowledge and Expertise: Must have a comprehensive understanding of life insurance products in India , including various policy structures, riders, coverage options, and underwriting frameworks. Advanced proficiency in financial modeling, data analysis , and valuation techniques. Strong working knowledge of reserving, pricing, embedded values,and other common technical actuarial topics. Strong analytical and problem-solving skills with a commercial mindset. Proficiency in Excel and actuarial modeling tools; knowledge of R/Python is a plus. Excellent communication skills and ability to work in cross-functional teams. What We Offer Opportunity to build innovative financial products in an emerging asset class. High visibility and strategic impact role. Fast-paced startup environment with learning and growth opportunities. Competitive compensation and benefits package. ✅ If you are an actuarial professional passionate about creating investment innovation, we’d love to talk to you. Job Type: Full-time Pay: ₹1,200,000.00 - ₹1,500,000.00 per year Ability to commute/relocate: Noida H.O, Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: Acturial : 2 years (Required) Financial modeling: 2 years (Preferred) Work Location: In person
We are seeking a dynamic and experienced Operations Manager – Insurance to oversee the day-to-day operations of our insurance division. The ideal candidate will have a strong background in insurance operations, process improvement, and team leadership. This role is critical in ensuring efficient workflows, regulatory compliance, customer satisfaction, and continuous improvement across all operational activities. Key Responsibilities: Oversee and manage end-to-end operations in the insurance division, including policy issuance, claims processing, underwriting support, and customer service. Lead a team of operations staff, setting clear performance goals and ensuring effective training, development, and support. Monitor daily operational performance and implement process improvements to increase efficiency and reduce turnaround times. Ensure compliance with all internal policies, industry regulations, and legal requirements. Collaborate with underwriting, sales, customer service, and finance teams to ensure smooth operations and resolve interdepartmental issues. Analyze operational metrics and KPIs to drive data-informed decisions and continuous improvement initiatives. Manage vendor relationships and third-party service providers, ensuring SLAs are met. Drive automation and technology adoption to streamline insurance processes and reduce operational costs. Develop and implement SOPs and ensure all team members follow standard processes. Prepare regular reports and dashboards for senior management. Qualifications and Experience: Bachelor’s degree in Business Administration, Insurance, Finance, or a related field (Master’s preferred). Minimum 5–8 years of experience in insurance operations, with at least 2–3 years in a managerial or leadership role. Strong understanding of insurance workflows, including policy servicing, claims, underwriting, and compliance. Proven track record of improving operational efficiency and service quality. Proficient in insurance software, CRM platforms, and MS Office Suite. Excellent analytical, organizational, and leadership skills. Strong communication and interpersonal skills. Preferred Skills: Experience with digital transformation in insurance operations. Knowledge of IRDAI regulations and compliance requirements. Ability to manage multiple priorities in a fast-paced environment. Why Join Us? Be part of a growing, dynamic insurance company with a focus on innovation and customer service. Work with experienced professionals in a collaborative environment. Competitive salary, performance-based incentives, and professional development opportunities. Job Type: Full-time Pay: ₹25,000.00 - ₹59,454.28 per month Work Location: In person
Job Summary: We are looking for an experienced and motivated Team Leader – Insurance to manage a team of insurance executives and ensure smooth day-to-day operations. The ideal candidate will be responsible for monitoring team performance, maintaining process quality, ensuring customer satisfaction, and meeting defined business targets. This role requires hands-on knowledge of insurance processes and strong leadership skills to manage team performance and drive operational excellence. Key Responsibilities: Supervise and guide a team of insurance executives in areas such as policy processing, claims handling, customer service, or renewals. Ensure daily targets (KPIs and SLAs) related to productivity, quality, and turnaround time are met. Allocate tasks effectively and monitor team workload and performance. Conduct regular coaching, feedback sessions, and performance reviews to develop team capability. Handle escalated customer issues and provide resolution in a timely and professional manner. Ensure adherence to regulatory guidelines, internal SOPs, and compliance standards. Collaborate with internal departments such as underwriting, sales, and IT to resolve operational issues. Generate daily/weekly/monthly reports for management on team performance, process metrics, and improvement areas. Assist in process audits and drive quality initiatives across the team. Contribute to training new team members and support continuous learning for the team. Qualifications and Experience: Graduate in any discipline (Bachelor’s in Insurance, Finance, or related field preferred). 3–5 years of experience in the insurance industry, with at least 1–2 years in a team handling or supervisory role. Strong knowledge of insurance products and operations (life, health, or general insurance). Hands-on experience with insurance software systems, CRM tools, and MS Office (Excel, Word, Outlook). Excellent communication, interpersonal, and problem-solving skills. Ability to lead, motivate, and manage a team in a target-driven environment. Preferred Skills: Knowledge of IRDAI guidelines and compliance standards. Experience in handling customer escalations and quality audits. Ability to analyze data and use insights for process improvement. Why Join Us? Work with a customer-centric insurance organization with strong values and vision. Growth-oriented role with opportunities for career advancement. Supportive leadership and team culture focused on development and performance. Job Type: Full-time Pay: ₹15,100.00 - ₹35,000.00 per month Work Location: In person