Manager Client Relations & Acquisition - Investments

Job Title : Manager Client Relations & Acquisition - Investments

Location : Delhi NCR / Mumbai

Company : Fairvalue Insuretech Pvt Ltd

Experience Required : 2-3 Years (Financial Services / BFSI domain)

Industry : Fintech / Investments / Wealth Management

Employment Type : Full-time

Position Overview

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 :

Educational Qualification :

What We Offer :

To Apply :

Send your resume to [HIDDEN TEXT] with the subject line : Application – Manager - Wealth & Investment Solutions

FAIRVALUE INSURETECH PVT . LTD .

Head Office : D-8, Sector 2 , Noida 201301

Re gd. Address : 701 / 5, Vipul Greens, Sector 48, Gurgaon 122018 I C IN No. U72900HR2022PTC105640 www.thepolicyexchange.com

Skills Required

Financial Services, investment products, Financial Markets, Wealth Management, Bfsi, Investment Advisory