Manager - Client relations and Sales (Investments)
1 week ago
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 productsExcellent 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 with the subject line: Application – Manager Client relations and Sales (Investments)
-
noida, India Fairvalue Insuretech Private Limited Full timePosition 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...
-
Noida, India Fairvalue Insuretech Private Limited Full timePosition 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...
-
Noida, India Fairvalue Insuretech Private Limited Full timePosition 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...
-
Noida, India Fairvalue Insuretech Private Limited Full timePosition Overview We 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...
-
Noida, India Fairvalue Insuretech Private Limited Full timePosition 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...
-
Noida, India Fairvalue Insuretech Private Limited Full timePosition Overview We 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...
-
Manager Client Relations
2 weeks ago
Noida, India The Policy Exchange Full timeJob 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...
-
Sales Investment Counsellor
3 days ago
Noida, India Fynocrat Full timeCompany DescriptionFynocrat 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...
-
Sales Investment Counsellor
1 day ago
Noida, India Fynocrat Full time € 25,000Company DescriptionFynocrat 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...
-
Sales Investment Counsellor
2 days ago
Noida, 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...
