Manager Client Relations & Acquisition - Investments

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Position Overview

We are seeking an ambitious and self-driven Manager Client Relations and Acquisition - Investments

Key Responsibilities:

•       Drive sales of Alternate Investment product,

•       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

•       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

FAIRVALUE INSURETECH PVT

Head Office: D-8, Sector 2, Noida 201301

Regd. Address: 701/5, Vipul Greens, Sector 48, Gurgaon 122018 I CIN No. U72900HR2022PTC105640 www.thepolicyexchange.com