Investment Manager Job in Gurgaon at FinEdge

FINEDGE is hiring for the role of Investment Manager!

Responsibilities of the candidate:

• Responsible for end-to-end client management by following an investing 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 a robust investment process
• Being a mentor and not a sales person
• Manage clients virtually from our office in Gurugram (no field visits / physical meetings outside office)

Requirements:

• Master’s Degree is required
• 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