🚨 We’re Hiring: Wealth Managers – Join Fairvalue Insurtech Pvt Ltd ( www.thepolicyexchange.com ) 🚨 📍 Location: Noida 💼 Experience: Minimum 2 years in Banking / Mutual Funds 💰 Salary: ₹30,000 – ₹50,000/month + Attractive Performance Incentives Are you passionate about wealth management and helping clients achieve their financial goals? We're looking for dynamic professionals with experience in BFSI industry to join our growing team at Fairvalue Insurtech Pvt Ltd . What We’re Looking For: ✅ Proven experience (2+ years) in wealth management, banking, or mutual funds ✅ Strong communication & client relationship skills ✅ Goal-oriented mindset with a focus on delivering results What We Offer: 🔹 Competitive fixed salary 🔹 Performance-based incentives 🔹 Growth opportunities in a fast-growing fintech company If you're ready to take your career to the next level, we’d love to connect! 📩 Apply now or tag someone who fits this role. c.mishra@thepolicyexchange.com #Hiring #WealthManager #MutualFunds #BankingJobs #FinanceCareers #NoidaJobs #FairvalueInsurtech #FinancialAdvisors #FintechJobs #CareerOpportunity
🚨 We’re Hiring: Wealth Managers – Join Fairvalue Insurtech Pvt Ltd ( www.thepolicyexchange.com ) 🚨 📍 Location: Noida 💼 Experience: Minimum 2 years in Banking / Mutual Funds 💰 Salary: ₹30,000 – ₹50,000/month + Attractive Performance Incentives Are you passionate about wealth management and helping clients achieve their financial goals? We're looking for dynamic professionals with experience in BFSI industry to join our growing team at Fairvalue Insurtech Pvt Ltd . What We’re Looking For: ✅ Proven experience (2+ years) in wealth management, banking, or mutual funds. ✅ Strong communication & client relationship skills. ✅ Goal-oriented mindset with a focus on delivering results. What We Offer: 🔹 Competitive fixed salary 🔹 Performance-based incentives 🔹 Growth opportunities in a fast-growing fintech company If you're ready to take your career to the next level, we’d love to connect! #Hiring #WealthManager #MutualFunds #BankingJobs #FinanceCareers #NoidaJobs #FairvalueInsurtech #FinancialAdvisors #FintechJobs #CareerOpportunity
📢 Hiring: Training Manager – Life Insurance Domain - www.thepolicyexchange.com 📍 Location: Noida, Sec 2 💼 Experience: Min. 3 years in Life Insurance Training We’re looking for an experienced Training Manager with strong expertise in Life Insurance. The role involves designing & delivering training for sales and operations teams, aligning with industry standards and IRDAI guidelines. 🔹 Strong communication & facilitation skills required 🔹 Knowledge of insurance products & compliance essential 🔹 Competitive package & growth opportunity 📩 Interested? Send your CV to c.mishra@thepolicyexchange.com or reply here. Please share with anyone suitable! ✅
🚨 We're Hiring: Wealth Manager 🚨 📍 Location: Noida 🏢 Company: The Policy Exchange 📈 Role Type: Full-time We are looking for a dynamic and driven Wealth Manager to join our growing team at The Policy Exchange. 🔍 Requirements: ✅ 1–2 years of hardcore sales experience in the BFSI sector ✅ MBA/PG in Finance, Marketing, or related field ✅ Strong understanding of financial products, wealth solutions & client relationship management ✅ Excellent communication and client-handling skills 💼 Key Responsibilities: Drive new client acquisition and sales of financial products Build long-term relationships with HNIs and affluent clients Provide customized wealth and insurance solutions Meet and exceed revenue and business targets If you or someone you know fits this profile, please share your resume at vivek.singh@thepolicyexchange.com or c.mishra@thepolicyexchange.com or visit us at www.thepolicyexchange.com
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!
Position: Team Leader Experience Required: 1 – 3 years (Insurance background mandatory) Salary: As per interview performance and experience Key Responsibilities: • Lead, manage, and motivate a team to achieve set targets and performance goals. • Monitor team performance and provide regular feedback and coaching. • Ensure compliance with company policies and process guidelines. • Handle escalations effectively and provide resolution to customer/agent issues. • Prepare daily/weekly reports on team performance and share with management. • Work closely with management to implement new strategies for growth and efficiency. • Support and guide team members for skill enhancement and career growth. Requirements: • Minimum 1 to 3 years of experience in the insurance sector (mandatory). • Strong communication skills (verbal & written). • Presentable personality with strong leadership and team-handling ability. • Good analytical skills with problem-solving attitude. • Ability to motivate and guide the team members effectively. • Should be target-oriented, self-driven, and adaptable. Why Join Us? • Opportunity to work with a growing organization in the insurance sector. • Performance-driven culture with career advancement opportunities. • Supportive and dynamic work environment. If you believe you fit the role and are looking to grow with us, kindly share your updated resume at anjali@thepolicyexchange.com
Company Description The Policy Exchange is founded by industry veterans with over 50 years of cumulative experience in the BFSI sector. The company seeks to address challenges faced by policy owners, insurance companies, and insurance agents. The Policy Exchange bridges the gap between policyholders struggling to pay renewal premiums and investors looking for high-return safe investments. Our unique platform provides a database and transaction workflow assisting policyholders to assign their policies to investors, ensuring continuous life protection and meeting investment goals. Role Description This is a full-time on-site role located in Noida for a CEO Desk Associate. The CEO Desk Associate will assist the CEO with daily operational tasks, manage communications, and help in strategic planning. Responsibilities also include managing business and financial plans, conducting market research, and supporting sales initiatives. The role involves coordinating with various departments to ensure smooth functioning across the organization. Qualifications Skills in Finance, Operations Management, and Business Planning Experience in Sales and Strategic Planning Strong organizational and coordination skills Excellent written and verbal communication skills Ability to work independently and manage multiple tasks Experience in the BFSI sector is a plus Bachelor's degree in Business Administration, Finance, or related field
Position : Senior Manager – Investor Relations, Financial Modelling & Pricing Experience Required : 8-10 years Location : Noida Qualification : MBA (Top Tier Institute)/ Chartered Accountant (CA) preferred About the Role We are seeking a seasoned professional to lead Investor Relations, Financial Modelling and Pricing strategies for the organization. The individual will act as a bridge between the company, its investors, and internal stakeholders ensuring transparency, credibility and strong financial insights to support strategic decision making. Key Responsibilities * Manage communication with current and potential investors, analysts and financial institutions. * Prepare investor presentations, earnings releases, financial reports and updates for management. * Develop, review and maintain complex financial models to support business planning, fundraising, and strategic initiatives. * Lead pricing models and strategies for products and services, aligned with market dynamics and business objectives. * Partner with business, product and sales team to design competitive pricing frameworks. * Assist leadership in capital raising initiatives, investor meetings and due diligence processes. * Collaborate with cross-functional teams to align financial strategies with business goals. Desired Candidate Profile * 8-10 years of experience in Investor Relations, Corporate Finance, Investment Banking or consulting. * Strong expertise in financial modelling, valuations and pricing strategist. *Proven ability to manage stakeholder relationships with investors, analysts and senior leadership. * Excellent communication, presentation and analytical skills.
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
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!
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 Certificatio n 3–4 years of experienc e in an actuarial role within insurance, consulting, or financial services Product Knowledge and Expertise : Must have a comprehensive understanding of life insurance products in Indi a, including various policy structures, riders, coverage options, and underwriting frameworks. Advanced proficiency in financial modeling, data analysi s, 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 . Salary: 12-15 LA 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 yo u. 📩 Apply N ow: anjali@thepolicyexchange.com
Company Description The Policy Exchange was founded by industry veterans with over 50 years of experience in the BFSI sector. The company addresses the challenges faced by policyholders, insurance companies, and agents in the life insurance market. Its unique platform facilitates transactions of preowned policies, helping policyholders in financial difficulty, investors seeking secure, high-return investments, and ensuring policies remain active. The solution benefits all stakeholders by maintaining life protection for policyholders, providing profitability for investors, and supporting the insurance ecosystem. Role Description This is a full-time, on-site role based in Mumbai for a Zonal Head - Sales. The Zonal Head will oversee and manage zonal sales operations, set and achieve targets, and implement sales strategies to enhance business performance. Responsibilities include account management, leading and mentoring the sales team, analyzing sales data to make informed decisions, and fostering relationships with stakeholders to drive growth in the region. Qualifications Proficiency in Sales, Sales Management, and Team Management Strong experience in Account Management and Analytical Skills to optimize sales efforts Excellent leadership and interpersonal skills Ability to work collaboratively and drive results in a fast-paced environment Bachelor’s degree in Business Administration, Marketing, or a related field (MBA preferred) Experience in Insurance Domain or NBFC Domain will be preferred.
Role Overview: You will be responsible for overseeing and managing zonal sales operations in Mumbai as a Zonal Head - Sales at The Policy Exchange. Your role will involve setting and achieving targets, implementing sales strategies, and analyzing sales data to enhance business performance. Additionally, you will lead and mentor the sales team, manage accounts, and build relationships with stakeholders to drive growth in the region. Key Responsibilities: - Oversee and manage zonal sales operations - Set and achieve sales targets - Implement sales strategies to enhance business performance - Lead and mentor the sales team - Analyze sales data to make informed decisions - Manage accounts effectively - Build and foster relationships with stakeholders to drive growth Qualifications Required: - Proficiency in Sales, Sales Management, and Team Management - Strong experience in Account Management and Analytical Skills to optimize sales efforts - Excellent leadership and interpersonal skills - Ability to work collaboratively and drive results in a fast-paced environment - Bachelor's degree in Business Administration, Marketing, or a related field (MBA preferred) - Experience in Insurance Domain or NBFC Domain will be preferred.,