Sales Manager

Exchange. As a Manager Client Relations & acquisiton – Investments, you will be responsible for providing

comprehensive wealth management solutions to high net-worth individuals and corporate clients. You will

work closely with our team to understand client needs, develop tailored financial plans, and offer investment

and insurance products to help clients achieve their financial goals.

Key Responsibilities:

1. Client Relationship Management:

- Build and maintain strong relationships with existing and potential clients.

- Understand client financial goals, risk tolerance, and investment preferences.

2. Financial Planning and Wealth Management:

- Develop comprehensive financial plans for clients, including investment strategies, retirement

planning, tax planning, and risk management.

- Offer insurance products (life, health, property) as part of the overall wealth management strategy.

3. Investment and Insurance Product Knowledge:

- Stay up-to-date on various investment products (e.g., mutual funds, stocks, bonds) and insurance

products (e.g., life, health, property).

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

4. Portfolio Management:

- Monitor and review client portfolios regularly to ensure alignment with their financial goals.

- Make adjustments to portfolios as needed to optimize performance.

5. Business Development:

- Identify new business opportunities and generate leads through networking, referrals, and other

channels.

- Collaborate with the sales team to achieve business targets.

Requirements:

- 2-5 years of experience in the insurance sector, preferably with a focus on wealth management or

financial planning.

- Strong understanding of financial markets, investment products, and insurance products.

- Excellent communication and relationship-building skills.

- Ability to work independently and as part of a team.

- Strong analytical and problem-solving skills.

- Relevant certifications (e.g., CFP, AMFI) or designations are a plus.

What We Offer:

- Competitive salary and benefits package

- Opportunity to work with a dynamic team and grow professionally

- Continuous learning and development opportunities

If you're a motivated and client-focused individual with a passion for wealth management and

insurance, we'd love to hear from you!

If interested, kindly share your resume at anjali@thepolicyexchange.com

• It is a Full Time Sales / Business Development job for candidates with 2 - 6 years of experience.

More about this Sales Manager job

1. What is the eligibility criteria to apply for this Sales Manager job?
   Ans: The candidate should be Graduate and above and above with 2 - 6 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹40000 per month that depends on your interview. It's a Full Time job in Noida.
3. How many working days are there for this Sales Manager job?
   Ans: This Sales Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Sales Manager job?
   Ans: No, there is no fee applicable for applying this Sales Manager job and during the employment with the company, i.e., Fairvalue Insuretech Private Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Sales Manager role?
   Ans: There is an immediate opening of 10 Sales Manager at Fairvalue Insuretech Private Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Sales Manager job?
   Ans: This Sales Manager job has 09:30 AM - 06:30 PM timing.