Investment Manager (IM)

A senior role focused on full ownership of client relationships and long-term outcomes. It involves end-to-end client ownership and is a high-trust role with structured oversight and accountability. An MBA is mandatory.

Role Snapshot

- Full ownership of client relationships and long-term outcomes
- Goal-based investing with robust behavioural responsibility
- No sales, revenue, product, or AUM targets
- Structured, office-based work environment at our Gurugram location
- High-trust, high-responsibility, long-term role

Purpose of the Role

The Investment Manager role exists to take full ownership of client relationships and outcomes, ensuring alignment across market cycles and life changes.

Key Responsibilities

- Own and manage a defined client base
- Analyse personal cash flows and financial ratios
- Conduct structured goal and portfolio reviews
- Act as a behavioural anchor during volatility
- Ensure accuracy and discipline on DiA

Work Structure
- Planned, calendarised interactions
- Fixed working hours
- Predictable work environment

Performance Evaluation
- Client engagement depth
- Review quality and consistency
- Client trust and referrals





Training Professional Maturity
- Continuous learning and peer mentoring
- Focus on judgment and perspective

Autonomy Support
- Independent planning with accountability
- Outcome-focused oversight
- Leadership accessibility

Who Can Apply
- Post-Graduation (MBA) is mandatory with at least one year of full-time professional experience
- CFP strongly preferred
- Not open to current students

Growth Compensation
- Fixed first compensation - FinEdge follows a clean and transparent compensation structure. Fixed compensation forms the core of the salary and translates clearly into monthly take-home pay. We do not inflate CTC numbers through complex or opaque components.
- Annual increments
- In addition, there are qualitative incentives as well.

Who You Become at FinEdge

A trusted, accountable investment professional with long-term perspective.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Investment Manager (IM) (Gurugram)
🏢 FinEdge
📍 Gurugram