About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking reliable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Management Trainee – Client Acquisition &

- Investor Relations to drive business growth, enhance distribution partnerships, and build a relationship with HNI investors Role Overview The incumbent will be responsible for managing, and scaling a high-quality distribution network of family offices, HNI &
- UHNI investors and partners for the company’s investment products. This role combines new investor acquisition with long-term relationship management , ensuring repeat investments, portfolio expansion, and sustained revenue growth through existing and new investors and distribution partners.

Key Responsibilities: Client Relationship Management : · Maintain strong, ongoing relationships with existing investors and distribution partners . · Enable repeat investments, portfolio scaling, and cross-selling through proactive engagement and performance updates. · Act as a single point of contact for key investors, ensuring high trust and retention.

Investor

Acquisition &

- Revenue Growth · Drive new investor acquisition for company products and allied investment offerings. · Develop access to private capital pools via wealth managers, IFAs, RIAs, and strategic distribution partners.



· Enable capital origination through direct engagement with select private clients, UHNIs, and family offices. · Structure investor pitches, explain product mechanics, risk-return profiles, and holding structures in a clear, compliant, and credible manner . · Own revenue targets across new inflows, repeat investments, and upsell opportunities . Investor &
- Distribution Network Development · Build and expand a strong HNI/UHNI investor base through direct sourcing and distribution partners. · Identify, onboard, and manage wealth managers, IFAs, family offices, MFDs, RIAs, and strategic partners . · Establish the company as a trusted long-term partner for alternative investment opportunities.

Partner

Enablement &

- Collaboration · Support distribution partners with product training, investor material, and deal support . · Work closely with product, operations, and compliance teams to ensure smooth execution and investor satisfaction. · Provide market feedback to leadership to refine offerings and sales strategies.

Financial Planning and Wealth Management: · Develop comprehensive financial plans for clients, including investment strategies, retirement planning, tax planning, and risk management. · Stay up-to-date on various investment products (e.g., mutual funds, stocks, bonds)



· Recommend suitable products to clients based on their financial goals and risk tolerance.

Desired Candidate

Profile · Good knowledge of BFSI, Wealth Management, Alternative Investments, and personal finance · Excellent communication skills to handle HNI/UHNI clients . · Strong understanding of investment products, structured/alternative investments, and portfolio construction . · Excellent negotiation, and relationship-building skills. · High ownership mindset with the ability to independently drive revenue and partnerships. · Go-getter attitude Preferred Qualifications · MBA/BBA or graduate in Finance / Marketing/ B com (Hon)/ Eco.(Hon) or equivalent. · AMFI / NISM certification (preferred) · Sound financial knowledge and understanding of the markets · Good writing and communication skills · MS Office with advanced excel skills is a must have. · Working knowledge of data handling and presentation tools like power BI/python etc. (preferable though not mandatory) What This Role Offers · Accelerated Career Growth – High performers advance quickly into leadership and strategic roles. · Investment &

- Product Knowledge - Develop the ability to understand, analyse and present diverse financial solutions. · Institutional Exposure – Work with leading players across the insurance and financial services ecosystem. · Senior Stakeholder Exposure – Work with experienced professionals and interact with senior decision-makers and leaders. If you're a motivated and client-focused individual with a passion for wealth management, we'd love to hear from you!

📌 Intern - Client Acquisition & Investor Relations (Noida)
🏢 Fairvalue Insuretech Private
📍 Noida