An early-career, client-facing role designed to build robust foundations in goal-based investing and behavioural discipline. It involves structured client engagement with mentoring and is suited for individuals with at least one year of experience after graduation who are seeking a serious, ethical, long-term career in financial services.
Role Snapshot
- Client-facing, relationship-driven investment role
- Focused on goal-based investing and behavioural management
- No sales, revenue, product, or AUM targets
- Structured, office-based work environment at our Gurugram location
- Designed as a long-term career role, not a transactional job
Why This Role Exists
The Associate Investment Manager role exists to help clients stay aligned with their long-term financial goals, especially during moments of uncertainty, market volatility, and life changes.
Key Responsibilities
- Engage with clients to understand financial cash flows, goals and financial ratios
- Support goal and portfolio reviews
- Help manage client emotions and stay goal-oriented,
especially during volatility
- Build strong relationships with scheduled virtual meetings
- Maintain accurate data on DiA
Learning Curve (First 36 Months)
- Start with 1520 clients
- Close mentoring by senior Investment Managers
- Gradual scale to ~100 clients
Work Structure
- Calendarised, planned client interactions
- Fixed working hours (9:30 AM 6:30 PM)
- Predictable, calm work environment
What This Role Is Not
- No sales or revenue targets
- No product pushing
- No field work