Manager - Client relations and Sales (Investments)
2 weeks ago
Position Overview We are seeking an ambitious and self-drivenManager, Client Relations and Sales - Investmentsto lead the acquisition and servicing of existing clients & partners. The ideal candidate will have a proven track record in financial product sales,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 the 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.Educational Qualification : Graduate/Postgraduate in Finance, Business, or related fieldsWhat 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 Client relations and Sales (Investments)
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Relationship Manager
4 weeks ago
New Delhi, India Tax Manager Full timeJob Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...
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Sr. Sales Manager
4 weeks ago
New Delhi, India Core Investments Full timeLocation: Punawale, PuneExperience: Minimum 5 years in Real Estate SalesIndustry Preference: Real Estate, Wealth Management, Luxury Hospitality, Private Banking, or Premium Lifestyle ServicesAbout UsCore Investments is a real-estate development/ investment company engaged in residential projects. The company is focused on delivering quality built-spaces and...
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Investment Manager
2 weeks ago
New Delhi, India Square Yards Full timeJob Description – Real Estate Sales Manager / Investment ManagerDepartment:Sales / Investment Advisory Location:Andheri (Mumbai) Experience: ·Relationship Manager (RM): 1–5 Years ·Sales Leader: 4–8 Years (Minimum 2 years team handling)About the Role We are looking for high-performing Real Estate Sales Managers / Investment Managerswho can drive...
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Sales Investment Counsellor
19 hours ago
New Delhi, India Fynocrat Full timeCompany Description Fynocrat is a dynamic Fintech start-up founded to address challenges faced by retail equity investors in India. The name Fynocrat reflects its commitment to blending finance, mathematics, and technology to create innovative solutions for investors. Passionate about leveraging technology, Fynocrat is dedicated to simplifying and enhancing...
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Investment Manager
2 weeks ago
New Delhi, India Hireginie Full timeConnect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more detailsRole:CFP & Sr. Relationship Manager / Investment Advisor Location:Gurgaon Experience:5–10 years (Wealth Management / Investment Advisory) Education:Graduate;CFP/CFA/CA preferred Certifications:NISM VA(Mutual Fund),NISM XA/XB or XI-A(Investment Advisor) X XI-A Key Responsibilities...
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Investment Counselor
3 weeks ago
New Delhi, India Fynocrat Full timeAbout UsFynocrat is a SEBI-registered Research Analyst firm helping investors make informed andstrategic investment decisions through in-depth stock market research. We focus onempowering retail investors with actionable insights, disciplined strategies, andlong-term wealth creation opportunities in the Indian equity markets.Visit us at www.fynocrat.comAbout...
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Relationship Manager
2 weeks ago
Delhi, Delhi, India Tax Manager Full time ₹ 2,40,000 - ₹ 6,40,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
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Sales Development Representative
4 weeks ago
New Delhi, India Core Investments Full timeLocation: Punawale, PuneExperience: 2-4yrs in SalesIndustry Preference: Real Estate, Wealth Management, Luxury Hospitality, Private Banking, or Premium Lifestyle ServicesAbout UsCore Investments is a real-estate company for premium lifestyle home owners and investors. The company is focused on delivering value through transparent transactions, streamlined...
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Investment Counselor
2 weeks ago
New Delhi, India Fynocrat Full timeAbout Us Fynocrat is a SEBI-registered Research Analyst firm helping investors make informed and strategic investment decisions through in-depth stock market research. We focus on empowering retail investors with actionable insights, disciplined strategies, and long-term wealth creation opportunities in the Indian equity markets. Visit us at...
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Manager - Investment Sales
1 day ago
New Delhi, India AMP Full timeCompany DescriptionAMP was founded with a vision to revolutionize personal mobility, inspired by the challenges of traditional car ownership. Driven by the need to make car upgrades aspirational, accessible, and affordable, AMP is redefining the concept of vehicle ownership with innovation and inclusivity. The company's first offering is a premium EV...
