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!
