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 strong 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 skilled 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.