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 Private Wealth Manager to lead regional growth, drive distribution partnerships, and build a high-performing sales team.

Role Overview

The Manager will be responsible for building, 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

2-5 years of experience in of experience in BFSI, Wealth Management, Alternative Investments, or Investor Relations
Proven experience working with HNI/UHNI clients and distributor-led sales models.
Strong understanding of investment products, structured/alternative investments, and portfolio construction.
Established network of wealth managers, IFAs, MFDs, family offices, or HNI investors is a strong advantage.
Excellent communication, negotiation, and relationship-building skills.
High ownership mindset with the ability to independently drive revenue and partnerships.

Preferred Qualifications

MBA in Finance / Marketing or equivalent.
AMFI / NISM certification (preferred)
Prior experience in financial services, client relations, wealth management, banking, or alternative assets is a must have

What This Role Offers

Opportunity to build and scale a high-value investor and distribution ecosystem.
Direct impact on company revenue, growth strategy, and investor trust.
Exposure to a fast-growing alternative investment category.
High-visibility role with leadership interaction and growth potential.

If you're a motivated and client-focused individual with a passion for wealth management, we'd love to hear from you!