Manager Client Relations & Acquisition - Investments

𝐉𝐨𝐛 𝐓𝐢𝐭𝐥𝐞: Manager Client Relations & Acquisition - Investments

𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: Delhi NCR/Mumbai

𝐂𝐨𝐦𝐩𝐚𝐧𝐲: Fairvalue Insuretech Pvt Ltd

𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐝: 2-3 Years (Financial Services/BFSI domain)

𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲: Fintech / Investments / Wealth Management

𝐄𝐦𝐩𝐥𝐨𝐲𝐦𝐞𝐧𝐭 𝐓𝐲𝐩𝐞: Full-time

𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰

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.

𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧:

• Graduate/Postgraduate in Finance, Business, or related fields.

What We Offer:

• A growth-centric work environment with high ownership.

• Attractive performance-linked incentives and career progression.

𝐓𝐨 𝐀𝐩𝐩𝐥𝐲:

Send your resume to anjali@thepolicyexchange.com with the subject line: 𝘈𝘱𝘱𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 – 𝘔𝘢𝘯𝘢𝘨𝘦𝘳 - 𝘞𝘦𝘢𝘭𝘵𝘩 & 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴