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 setting
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 qualified 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
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