Company Description
The Policy Exchange, founded by industry veterans with over 50 years of experience in the BFSI sector, aims to address challenges in the Life Insurance Market affecting policy owners, insurance companies, and agents. The company's unique platform connects policyholders with investors to ensure policy continuation and high returns.
About the job
Role Description
This full-time role as Assistant Vice President-Client Acquisition at The Policy Exchange in Delhi, India involves overseeing direct distribution operations. Responsibilities include managing distribution channels, driving sales strategies, focusing on acquiring and managing high-net-worth individual investors interested in portfolio creation, and collaborating with internal teams to optimize distribution efficiency.
Key Responsibilities
- Sales Leadership: Lead and manage the direct sales team to achieve revenue targets and growth objectives.
- Client Acquisition: Identify and cultivate relationships with high-net-worth individuals, leveraging existing networks and developing new leads.
- Portfolio Customization: Collaborate with our financial analysts to design and present tailored investment portfolios based on client needs and preferences.
- Market Expertise: Stay updated on market trends, investment products, and regulatory changes relevant to portfolio management.
- Client Relationship Management: Nurture client relationships to ensure satisfaction, retention, and ongoing business opportunities.
- Team Development: Mentor and develop sales team members, fostering a culture of high performance and continuous improvement.
Qualifications
- Proven experience in direct distribution or sales leadership roles
- Strong understanding of the BFSI sector and insurance market dynamics
- Experience: Minimum 8 years of experience in direct sales within the financial services industry, with a proven track record of success in acquiring and managing high-net-worth clients.
- Network: Has an established network of investors interested in portfolio creation and management.
- Excellent communication and leadership skills to motivate teams and drive performance.
- Strategic thinker with the ability to develop and implement effective distribution strategies.
- Strong analytical abilities to understand and discuss investment performance metrics, economic trends, and client portfolios.
- Bachelor's degree in Business Administration, Marketing, Finance, Economics, or related field; MBA preferred.
