Manager Client Relations

2 days ago


Noida, Uttar Pradesh, India The Policy Exchange Full time โ‚นย 8,00,000 - โ‚นย 20,00,000 per year

๐‰๐จ๐› ๐“๐ข๐ญ๐ฅ๐ž: Manager Client Relations & Acquisition - Investments

๐‹๐จ๐œ๐š๐ญ๐ข๐จ๐ง: Delhi NCR/Mumbai

๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ฒ: Fairvalue Insuretech Pvt Ltd

๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž ๐‘๐ž๐ช๐ฎ๐ข๐ซ๐ž๐: 2-3 Years (Financial Services/BFSI domain)

๐ˆ๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ: Fintech / Investments / Wealth Management

๐„๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ฆ๐ž๐ง๐ญ ๐“๐ฒ๐ฉ๐ž: Full-time

๐๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐Ž๐ฏ๐ž๐ซ๐ฏ๐ข๐ž๐ฐ

We are seeking an ambitious and self-drivenย ๐Œ๐š๐ง๐š๐ ๐ž๐ซ ๐‚๐ฅ๐ข๐ž๐ง๐ญ ๐‘๐ž๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐š๐ง๐ ๐€๐œ๐ช๐ฎ๐ข๐ฌ๐ข๐ญ๐ข๐จ๐ง - ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ 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.

๐Š๐ž๐ฒ ๐‘๐ž๐ฌ๐ฉ๐จ๐ง๐ฌ๐ข๐›๐ข๐ฅ๐ข๐ญ๐ข๐ž๐ฌ:


โ€ข Drive sales of ๐€๐ฅ๐ญ๐ž๐ซ๐ง๐š๐ญ๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐ฉ๐ซ๐จ๐๐ฎ๐œ๐ญ,ย mutual funds through direct and partners.


โ€ข Identify, onboard, and manage HNI/UHNI clients, and distribution partners.


โ€ข Provide tailored investment/lending solutions based on client needs and financial goals.


โ€ข Ensure compliance with regulatory and internal policies in all sales processes.


โ€ข Build and maintain a strong pipeline of leads, manage CRM, and track conversions.


โ€ข Conduct regular investor awareness and partner training sessions.


โ€ข Coordinate with product and operations teams to ensure timely execution and delivery.


โ€ข Monitor market trends and competitor offerings to refine go-to-market strategy.

๐‘๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ ๐’๐ค๐ข๐ฅ๐ฅ๐ฌ ๐š๐ง๐ ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž:


โ€ข Minimum ย 3โ€“6 ๐ฒ๐ž๐š๐ซ๐ฌ ๐จ๐Ÿ ๐ž๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž ๐ข๐ง ๐๐…๐’๐ˆ/๐–๐ž๐š๐ฅ๐ญ๐ก ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ/๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐š๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฒ.


โ€ข Strong network of clients, wealth managers, or financial intermediaries.


โ€ข In-depth understanding of financial markets and investment products


โ€ข Excellent communication, negotiation, and relationship management skills.


โ€ข Ability to work independently and in a fast-paced, target-driven environment.


โ€ข AMFI/NISM Certification preferred.

๐„๐๐ฎ๐œ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐๐ฎ๐š๐ฅ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง:


โ€ข Graduate/Postgraduate in Finance, Business, or related fields.

What We Offer:


โ€ข A growth-centric work environment with high ownership.


โ€ข Attractive performance-linked incentives and career progression.

๐“๐จ ๐€๐ฉ๐ฉ๐ฅ๐ฒ:

Send your resume to with the subject line: ๐˜ˆ๐˜ฑ๐˜ฑ๐˜ญ๐˜ช๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ โ€“ ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ณ - ๐˜ž๐˜ฆ๐˜ข๐˜ญ๐˜ต๐˜ฉ & ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜š๐˜ฐ๐˜ญ๐˜ถ๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด



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