FinEdge
Website:
finedge.in
Job details:
Company Description
FinEdge is committed to helping individuals achieve their financial goals through personalised, conflict-free investment strategies built on a foundation of expertise, trust, and process. Our award-winning platform, Dreams into Action (DiA), is India’s first bionic investing solution, blending expert guidance with sophisticated technology for tailored investing experiences. Serving over 20,000 clients in 90 countries and 1,800+ locations, we take pride in enabling long-term wealth creation. With no sales targets and a disciplined, goal-based investment approach, we remain focused on our clients' best interests. Recognised for our client-centric ethos, FinEdge has earned a 4.7 rating from over 1,900 Google reviews.
Role Description
This is a full-time on-site role for an Investment Manager based in Gurugram. The Investment Manager will be responsible for crafting and executing customised investment strategies, managing client portfolios, and providing expert financial advice. Key responsibilities include analyzing market trends, formulating tailored investment solutions, and making data-driven decisions to help clients achieve their financial goals. The role also involves maintaining strong client relationships while proactively delivering goal-centric guidance to ensure their financial success.
Qualifications
- Expertise in Investment Management, Investments, and Investment Strategies
- Strong Analytical Skills and the ability to analyze market trends and data effectively
- Knowledge and experience in Finance, with an emphasis on goal-based investment planning
- Proficiency in understanding client needs and delivering tailored financial solutions
- Strong communication and interpersonal skills to build trust and maintain client relationships
- Bachelor’s degree in Finance, Economics, Business, or a related field; additional financial certifications (e.g., CFA, CFP) are a plus
- Proven track record of delivering results in investment management or financial advisory roles
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