Investment Manager

Investment Manager

At
FinEdge
, we're redefining investment management by making
high-quality, goal-based investing accessible to all
—not just the ultra-wealthy. Our
bionic model
seamlessly integrates
human expertise with cutting-edge technology
, empowering investors to achieve long-term financial success through a disciplined, personalized, and process-driven approach.

As an
Investment Manager
, your role is not about sales—it's about
helping clients take meaningful financial actions, building deep trust, and guiding them towards their life goals
. If you're passionate about
ethical investing, financial planning and truly adding value
, this is where you belong.

What Makes FinEdge Different?

No Sales or Revenue Targets
– Your success is measured by
client outcomes
, not sales figures.

Client-Centric Approach
– Build
long-term relationships
,
co-own client goals
, and engage in
meaningful conversations
that create real impact.

100% Virtual Engagement
– Manage all client interactions from our
Gurugram office
, with no field visits or outside meetings.

Healthy Work-Life Balance
– No late hours, no pressure-driven selling, just value-driven investing.

State-of-the-Art Investing Platform
– Leverage our award-winning
'Dreams into Action' (DiA) platform
to deliver
hyper-customized financial solutions
.

Your Role as an Investment Manager

As part of the
Investment Management team
, you will:

Guide clients on their financial journey
– Define, prioritize, and execute their investment plans through deep collaboration.

Provide expert financial mentorship
– Help clients
avoid investing pitfalls
, manage market volatility, and stay committed to long-term wealth creation.

Deliver hyper-personalized solutions
– Leverage
DiA's intelligent insights
to create
tailored investment strategies
.

Foster meaningful, value-driven engagements
– Have
impactful conversations daily
, ensuring clients stay on track towards their goals.

Uphold the highest ethical standards
– Operate with
zero mis-selling
, ensuring
full transparency and integrity
.

Awards &
Recognition

Awarded DiA (Dreams into Action - Our Investing Platform) the Most Innovative Wealth Planning Tool at the ETBFSI FinNext Awards

Recognised with the 'Innovation in Investing' Award from Franklin Templeton*

*
FinEdge is a case study at IIM Kolkata for its transformative business model*

Who Are We Looking For?

Experience
- People with 0-3 years of experience. Experience need not be in financial services, as long as the following requirements are met.

Mindset Over Experience
– We value
attitude, empathy, and purpose-driven investing
more than prior industry experience. Freshers welcome

Excellent Communication Skills
– Ability to articulate financial concepts in a simple, engaging manner. Proficiency in
English & Hindi
preferred.

Educational Qualifications
– A
Master's Degree
is required. Certifications like
CFP (Certified Financial Planner)
are an added advantage.

Genuine Passion for Financial Planning
– A strong desire to
help people achieve financial independence
through ethical and goal-based investing.

Adaptability & Organizational Skills
– Ability to
multi-task, manage client interactions efficiently, and follow a structured investment process
.

Post-Joining Requirement:
Clearing the
NISM Series V-A certification
(mandatory).

*FinEdge has redefined culture by moving away from Sales centric approach*

Compensation & Growth Opportunities

Starting
CTC for Post-Graduates
:
₹7.4 LPA
(
₹5 LPA Fixed + ₹2.4 LPA qualitative variable
based on effort quality, not sales targets)

How is Variable Pay Structured?

Unlike sales-driven companies, our
variable pay is not tied to sales targets
. Instead, it
rewards client-centric efforts
, measured by:

Engagement with clients

Commitment to ethical and value-driven investing

Delivering a high-quality, process-led investing experience

Our
monthly performance-based incentives
ensure that your
earnings reflect the value you create for your clients
.

*FinEdge was Certified a 'Great Place to Work'

Why Join FinEdge?

Be part of a game-changing company
– Our
DiA platform has been recognized for innovation in investing
.

Work at a company that values ethics & integrity
– No mis-selling, no short-term incentives, just
client-first investing
.

Develop deep expertise in goal-based investing
and behavioral finance.

Grow your career with purpose
– We invest in
your learning, growth, and professional development
.

Ready to make a real impact in the world of investing?

Apply Now
and be part of
FinEdge's mission to enable purposeful, ethical and high-impact investing