Investment Manager

A senior role focused on full ownership of client relationships and long-term outcomes. End-to-end client ownership MBA mandatory High-trust role with structured oversight and accountability

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
  • Fully digital, structured, office-based work environment
  • High-trust, high-responsibility, long-term role

About FinEdge

FinEdge is a goal-based investment planning firm focused on helping individuals and families achieve their most important financial goals through a disciplined, ethical, and process-driven approach. Our proprietary 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 business model is a case study at IIM Kolkata, and we are a Certified Great Place to Work.

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
  • 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.
  • Monthly incentives up to ₹20,000
  • Annual increments

Who You Become at FinEdge
A trusted, accountable investment professional with long-term perspective.