Intern - Client Acquisition & Investor Relations

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 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

·      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!