Manager - Client relations and Sales (Investments)

11 hours ago

uttar pradesh, India Fairvalue Insuretech Private Limited Full time

Position OverviewWe are seeking an ambitious and self-driven Manager, Client Relations and Sales - Investments to 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:Not more than 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)

  • Investment Counselor

    7 days ago

    uttar pradesh, India Fynocrat Full time

    About 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...

  • Manager Client Relations

    1 week ago

    Noida H.O , Noida, Uttar Pradesh, India Fairvalue Insuretech Pvt. Full time ₹ 36,00,000 - ₹ 84,00,000 per year

    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...

  • Sales Executive

    1 week ago

    Gomtinagar Vistar, Lucknow, Uttar Pradesh, India Agriya Investments Full time ₹ 34,516 - ₹ 10,00,000 per year

    Here's a professional and attractive Job Description (JD) for both Sales Executives and Sales Managers at Agriya Investments — written in a format suitable for job portals, LinkedIn, or internal hiring communication:Agriya Investments – Job DescriptionPosition:Sales Executive / Sales ManagerDepartment:Sales & Business DevelopmentLocation:[Insert City...

  • Relationship Manager- Direct Sales

    4 days ago

    uttar pradesh, India Anand Rathi Share and Stock Brokers Ltd Full time

    Anand Rathi Shares & Stock Broking 📍 Location: LucknowI’m happy to announce an opening for Relationship Manager – Direct Sales for our Lucknow branch. We are looking for passionate sales professionals who can drive growth in the capital markets segment and build long-term client relationships.🔍 Experience Required:• 3+ years in Direct Sales •...

  • Client Advisor

    2 weeks ago

    Noida, Uttar Pradesh, India H3 Technologies Full time

    Client Advisor - Sales Team: Sales Role: Client Advisor (B2C) About the company: Nobroker is a full stack player in proptech space and offers end-to-end services catering each and every real estate need of a customer. We recently attained Unicorn status by becoming the first prop tech player in India to reach $1 billion valuation. Roles and...

  • Investment Specialist

    2 weeks ago

    madhya pradesh, India Ans Placements Pvt Ltd Full time

    Roles & Responsibilities:Provide expert advice and guidance to clients on investment strategies and portfolio management.Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans.Monitor and review clients' investment portfolios to ensure they are aligned with their goals and...

  • Sales Executive

    2 weeks ago

    uttar pradesh, India SIHO Research Full time

    About the jobSales Executive - Inside SalesLocation: Sector-4 Greater Noida Timings: Monday to Saturday | 10:00 AM - 7:00 PMDesire Candidate: Minimum 6 months to 2 years of experience in sales profile onlyPosition Budget: Compensation: up to ₹2.3 Lakhs to ₹3 Lakhs LPA(Fixed ₹20000 to ₹25000/- Monthly) + IncentivesCompany Overview:SIHO Research is a...

  • Client Relations Executive

    6 days ago

    Noida, Uttar Pradesh, India A.M.S. Inform Pvt. Ltd. Full time

    **Roles and Responsibilities**: - Help to resolve client’s query related to different verifications like Employment, Education and Criminal & Reference Checks. - Ensure timely and accurate report delivery at defined productivity levels. - Execute issue /query resolution and ensure proper documentation & follow-up. - Ensure adherence to Client Service...

  • Client Relationship Manager

    9 hours ago

    uttar pradesh, India Tek Support Full time

    Job Title: Client Relations ManagerLocation:AKASA Coworking Building Sector 62, Noida (100% Onsite)Experience Required:4+ YearsShift:Night Shift (7Pm to 4Am)Preference:Female candidates preferred (Local candidates only)Immediate joiners preferredJob OverviewWe are seeking an experienced Client Relations Manager to manage key client accounts, maintain strong...

  • Client Relations Executive

    2 weeks ago

    Noida, Uttar Pradesh, India Toffee Pvt. Ltd Full time

    **Job Title**: Client Relations Executive / Client Success Executive **Responsibilities**: - Act as a friendly point of contact for clients and support their needs. - Communicate client requirements clearly with internal teams. - Build and maintain strong client relationships. - Handle queries with a positive and solution-oriented mindset. - Assist in...