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.
- Location
- Gurugram, Haryana — office-based
- Employment
- Full time
- Level
- Senior — MBA with at least one year of full-time experience
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
About FinEdge
FinEdge is an AMFI-registered Mutual Fund & SIF Distributor (ARN 83676) — an AI-enabled, expert-led investing platform built for better decisions. We help individuals and families invest towards their most important financial goals through a disciplined, ethical and process-driven approach. Our bionic investing platform, Dreams into Action (DiA), blends intelligent technology with human expertise to support better decision-making, behavioural discipline and long-term consistency.
DiA was recognised with the Innovative Wealth Planning Tools Award at the Economic Times BFSI FinNext Awards 2025. FinEdge has also received the ‘Innovation in Investing’ award from Franklin Templeton. Our operating model is the subject of a 2018 IIM Calcutta teaching case, and FinEdge was certified a Great Place to Work in 2023.
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.
Before you apply
It helps to understand the institution you would be joining: the story behind FinEdge, how we approach investing differently and the bionic model our teams work inside.