🚨 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!