Investment Manager (IM)

FinEdge·Gurugram

Pay not stated1–4 yrsFull-time

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About the role

The Investment Manager role exists to take full ownership of client relationships and outcomes, ensuring alignment across market cycles and life changes.

What you'll do

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

What you need

1–4 yrs of experience
Cash flow
Sales
MBA

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