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 stable, 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 robust, 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