Manager Client Relations

3 days ago

Noida India The Policy Exchange Full time

Job Description 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 36 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 [Confidential Information] with the subject line: Application Manager - Wealth & Investment Solutions FAIRVALUE INSURETECH PVT. LTD. Head Office:D-8, Sector 2, Noida 201301 Regd. Address: 701/5, Vipul Greens, Sector 48, Gurgaon 122018 ICIN No. U72900HR2022PTC105640 www.thepolicyexchange.com

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