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Associate Investment Manager (AIM)

FinEdge·Gurugram

Pay not stated0–4 yrsFull-time
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About the role

It involves structured client engagement with mentoring and is suited for individuals with at least one year of experience after graduation who are seeking a serious, ethical, long-term career in financial services. Client-facing, relationship-driven investment role Focused on goal-based investing and behavioural management

What you'll do

  • Engage with clients to understand financial cash flows, goals and financial ratios
  • Support goal and portfolio reviews
  • Help manage client emotions and stay goal-oriented, especially during volatility
  • Build strong relationships with scheduled virtual meetings
  • Maintain accurate data on DiA

What you need

  • 0–4 yrs of experience
  • Cash flow
  • Sales
  • Any graduate

Good to have

  • Wealth management

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