Job Description

Job Title: Manager - Client Relations and Acquisition - Investments

About The Policy Exchange:

At The Policy Exchange, we believe in building more than just careers--we're creating opportunities for innovation and impact. We're an Insuretech startup on a mission to disrupt the financial services industry with innovative, insurance-backed products that truly make a difference in people's lives. We're looking for passionate, forward-thinking individuals who want to be part of a fast-paced, dynamic environment where every day brings new challenges and opportunities.

Position Summary:

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.

Qualifications:

Educational Background:

Bachelor's / MBA degree in Finance, Business Administration, or a related field. An MBA is preferred.

Professional Experience:

Minimum of 2 years of experience in institutional sales or business development within the financial services sector, with a strong emphasis on personal finance and insurance products.

Industry Network:

Established network of contacts within the insurance and financial services industry, particularly with wealth managers, RIAs, and institutional investors.

Proven Success:

Demonstrated success in developing and managing institutional relationships, with a strong focus on driving business growth.

Communication & Negotiation Skills:

Exceptional communication, negotiation, and presentation skills, with the ability to influence stakeholders at all levels.

Independent & Strategic Thinker:

Ability to work independently, think strategically, and drive key initiatives that align with the company's growth objectives.

Skills:

Financial Product Knowledge:

In-depth understanding of financial products and services, particularly in the insurance, wealth management, and personal finance sectors.

Understanding of Life Insurance products and industry

Analytical & Strategic Thinking:

Strong analytical abilities, with the capacity to think strategically and anticipate market shifts.

Interpersonal Skills:

Exceptional interpersonal and relationship-building skills, with a customer-centric approach.

Technical Proficiency:

Proficiency in MS Office, CRM software, and other relevant tools.

What We Offer:

- Competitive salary.

- Performance-based incentives

- Opportunity to work with a leading financial services firm.

- Professional growth and development opportunities.

- Supportive and collaborative work environment.

Job Type: Full-time

Pay: ₹30,000.00 - ₹50,000.00 per month

Benefits:

Provident Fund
Ability to commute/relocate:

Noida H.O, Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Preferred)
Application Question(s):

What's your current or last CTC?
Experience:

total work: 3 years (Required) Investment products sales: 2 years (Required)
Location:

Noida H.O, Noida, Uttar Pradesh (Preferred)
Willingness to travel:

75% (Required)
Work Location: In person