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 recent 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 Solid 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 - Market-competitive salary - Performance-based incentives - Prospect to work with a leading financial services firm - Qualified 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