Manager - Client Relations and Acquisition - Investments

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