Manager Client Relations

13 hours ago


Noida, Uttar Pradesh, India The Policy Exchange Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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 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.


•       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

with the subject line:
Application – Manager - Wealth & Investment Solutions

FAIRVALUE INSURETECH PVT
.
LTD
.

Head Office:

D-8, Sector 2

,

Noida 201301

Re

gd.

Address: 701/5, Vipul Greens, Sector 48, Gurgaon 122018

I

C

IN No.

U72900HR2022PTC105640



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