Manager Client Relations
13 hours ago
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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