Manager - Sales

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