Gurgaon – – 17/01/2023

Salary – Upto 5.2 LPA

Job Title

Investment Manager

Company Profile

  • At FinEdge, we measure our success by a singular parameter – the value that we create for our clients. Our
    biggest “wins” are happy clients. In sync with this core belief, the experience that you create for your clients
    will determine your long-term growth and success as an Investment Manager at FinEdge.

Job Profile & Responsibilities

  • Responsible for end-to-end client management by following the financial planning process, living and embodying the company’s core values of client centricity and empathy.

  • Having fantastic, value creating & memorable conversations with clients every single day!.

  • Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.

  • Being a mentor, guide, counsellor and friend to your clients on their challenging journey towards long term wealth creation.

  • Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process.

  • Being an advisor and not a sales person.

  • Manage clients virtually from our office in Gurugram (no field visits / physical meetings outside office).

Preferred Qualifications

  • Graduate/Post Graduate.
  • CWM certification would be an added advantage.

Desired Candidate Profile

  • Excellent communication skills, ability to articulate thoughts and have meaningful conversations with people.

  • Above average grasp over both English & Hindi.

  • Desire to learn about how Financial Instruments can be ethically used to create long term value for investors.

  • Genuine desire to “help” people and make a difference to their financial lives.

  • Ability to multi task, be highly organized and follow organizational processes in a disciplined way.

  • Any added certifications in Financial Planning (such as CFP) will be an added advantage.

  • Post joining FinEdge, clearing the NISM series V A will be mandatory.

Additional Details

  • We are different in the way that we work; so, we prefer clean slates! We actively defy a lot of preconceived notions that people have about the financial services industry – that it is meant to be target centric, revenue driven, and the like. As an Investment Manager at FinEdge, the only target you’ll ever have is to have meaningful engagements with your clients. We attach more weightage to your mindset and your attitude, than to your work experience. Freshers are welcome.

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