Role Overview We are looking for a highly driven and adaptable associate to act as a key coordination point between research, sales, marketing, and operations. This is an excellent opportunity for someone who wants to understand how the wealth management industry works, since the position allows a 360 degree view of the various facets of a financial organisation. This role involves managing investor desk queries (supporting investors & our senior private bankers with investment, execution & operational queries), research (being part of the fund research team), supporting lead generation by leveraging new tools and innovative strategies to enhance the sales process, and collaborating with the research team on portfolio analysis and market insights. Additionally, the associate will coordinate operational queries to ensure smooth execution across teams, facilitating seamless communication and contributing to the firms overall efficiency and growth. About us IME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between central research teams & Relationship Managers/Investors. Our proprietary Research Management Solution (the IME RMS), gives Relationship Managers (RMs) & Investors direct access to our central research teams ratings & recommendations on an exhaustive universe of investment funds (detailed ratings done on the funds offered by 40+ MFs, 150+ PMS-AIFs & 100+ Global Investment Options). What We Offer Dynamic work culture: The opportunity to be part of a growth story that aims to redefine how the investments industry works, and to operate at a level of transparency and knowledge sharing, unmatched in the wealth management industry. Professional Development: Continuous learning facilitated through advanced training tools and expert investment advisors. State-of-the-Art Platform: You will have access to IME’s RMS, a tool that can help you upskill and learn about products and give you an edge in this industry Candidate Requirements Experience: This is a role for a fresher so no prior experience is required, however an internship at a financial institution would be preferable. Technical skills: Excellent knowledge of google docs and excel is a must. Should have the ability to learn new technologies or the willingness to learn them. Communication: Excellent communication skills, both verbal and written and an ability to handle queries in a timely efficient manner Team worker: Willingness to work with different teams towards the common goal of the organisation Willingness to learn: There is a lot of cross working between departments involved in this role, and a candidate who is eager to absorb a lot will highly benefit from this role. Compensation: 25,000 per month (some flexibility for candidates with relevant experience) Why Join IME Capital? At IME Capital, you will not only build your career but also help redefine wealth management in India. You will have all the resources to thrive in an environment that values innovation, client-first practices, and professional growth.
Role Overview: We are looking to add a high-energy, articulate, and confident Business Development Executive to our team at IME Capital. The ideal candidate will have strong interpersonal and communication skills, a deep interest in sales and relationship-building, and the ability to confidently engage with senior professionals across finance, HR, and investment domains. A natural inclination to lead conversations, build trust quickly, and handle high-stakes interactions with poise will be a key differentiator in this role. This is a client-facing role with both strategic and execution responsibilities from expanding our partner and franchisee network to initiating intelligent conversations with CXOs and finance heads. For candidates who enjoy interacting with people, are passionate about financial services, and are eager to work in a performance-driven, fast-learning environment, this is a fantastic opportunity to grow alongside one of Indias most transparent and research-driven wealth firms. Role & Responsibilities Build Strategic B2B Partnerships: Recruit, train, and manage wealth franchisee partners and distribution relationships for IMEs Portfolio Management Services division. Outbound Sales to Senior Executives: Initiate contact with senior HR and finance professionals to pitch IMEs offerings, including Corporate Treasury Solutions and custom seminars/webinars. Lead Qualification & Screening: Conduct initial conversations with inbound or referred leads to assess suitability and readiness for IME Capitals services before escalating to senior wealth advisors. Pitching & Presentation: Develop compelling sales narratives and confidently deliver them across phone calls, virtual meetings, and in-person interactions. CRM & Reporting Discipline: Maintain accurate tracking of outreach, conversations, and pipeline status in our internal systems, ensuring structured follow-ups. Candidate Requirements: Experience: 2-3 years work experience in Sales/Business Development Skills: Must have the confidence and ability to cold call senior people, and talk about IME Capital. Communication skills must be not just good, but also efficient. Must be adept at handling objections, complaints, roadblocks, and negotiations. Language : Excellent spoken English & Hindi is a non-negotiable requirement. About us IME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between central research teams & Relationship Managers/Investors. Our proprietary Research Management Solution (the IME RMS), gives Relationship Managers (RMs) & Investors direct access to our central research teams ratings & recommendations on an exhaustive universe of investment funds (detailed ratings done on the funds offered by 40+ MFs, 150+ PMS-AIFs & 100+ Global Investment Options). What We Offer State-of-the-Art Platform: You will have unrestricted access to IME’s RMS, a tool that enables RMs to gain a competitive edge, while enhancing and honing your own skills. Dynamic work culture: The opportunity to be part of a growth story that aims to redefine how the investments industry works, and to operate at a level of transparency and knowledge sharing, unmatched in the wealth management industry. Professional Development: Continuous learning facilitated through advanced training tools and expert investment advisors to keep you on top of the ever increasing investment universe. Compensation : 6 - 9 lakhs per annum (based on relevant experience) Why Join IME Capital? You will be part of a growing and dynamic team of people who are working together to do something unique in the wealth management space. The IME Capital platform equips you with resources needed to thrive in today’s dynamic financial landscape.
Role Overview We are seeking a dynamic and motivated Junior Relationship Manager to join IME Capital a research-first, boutique investment firm focused on delivering transparent, goal-aligned solutions to clients. The ideal candidate is someone currently working in a financial or wealth advisory role, who thrives in a client-centric environment and is eager to deepen their understanding of investments and financial planning. This is an opportunity to grow alongside experienced professionals and gain exposure to a wide range of financial instruments, portfolio strategies, and client engagement models. If youre passionate about building long-term relationships, simplifying complex investment decisions, and playing a meaningful role in your clients’ financial journeys, we’d love to hear from you. About us IME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between central research teams & Relationship Managers/Investors. Our proprietary Research Management Solution (the IME RMS), gives Relationship Managers (RMs) & Investors direct access to our central research teams ratings & recommendations on an exhaustive universe of investment funds (detailed ratings done on the funds offered by 40+ MFs, 150+ PMS-AIFs & 100+ Global Investment Options). This tool transforms the ability of RMs to instantly address client queries across complex investment options, dramatically improves their productivity levels and acts as a strong value-add that RMs can offer their clients (helping RMs gain new clients & increase wallet share). What We Offer State-of-the-Art Platform: You will have unrestricted access to IME’s RMS, a tool that enables RMs to gain a competitive edge, while enhancing and honing your own skills. Dynamic work culture: The opportunity to be part of a growth story that aims to redefine how the investments industry works, and to operate at a level of transparency and knowledge sharing, unmatched in the wealth management industry. Professional Development: Continuous learning facilitated through advanced training tools and expert investment advisors to keep you on top of the ever increasing investment universe. Candidate Requirements Experience: Around 2-3 years of experience actively managing clients in wealth management / financial planning / investment advisory. Solid understanding of wealth instruments such as Mutual Funds, PMS, AIFs, and global investments. Experience in working with HNI or UHNI clients is a significant advantage. Analytical Skills : Strong ability to analyze client portfolios and market trends to make informed recommendations. Knowledge of complex financial instruments and the ability to craft customized investment strategies based on client needs. Communication: Good communication skills, both verbal and written and the ability to explain complex information clearly and in a simplified manner Strong people skills: Ability to forge new relationships, maintain client trust and be systematic and timely with follow ups Team worker: Willingness to work with different teams towards the common goal of the organisation Client-Focused: Dedicated to delivering superior value and service to clients. Compensation : 6 - 9 lakhs per annum Why Join IME Capital? At IME Capital, you will not only build your career but also help redefine wealth management in India. You will have all the resources to thrive in an environment that values innovation, client-first practices, and professional growth.
IME Capital is a digital-first investments platform, focused on wealth management & discretionary Portfolio Management Services (PMS). IME Capital has been founded by a fund manager, with over 20 years of experience in top-tier AMC's. We are seeking to expand our research team, and are seeking to hire a research analyst to assist in our research & due-diligence for both equity stocks (for our in-house PMS strategies) & investment funds (for our wealth management business). Job Responsibilities The core job responsibilities include Fundamental Equity Research: Reading research reports, company presentations/annual reports/call transcripts & other such material, to stay on top of the fundamental outlook of companies that we track Updating our Earnings Models: Keeping our earning models up-to-date and calculating key financial ratios required for our analysis PMS & AIF Research & Due-diligence: Research & analysis of new PMS & AIF strategies in the market, and their suitability for our investors on our wealth platform Client Interaction: Over time, there may be some level of client interaction that would also be required Qualifications & Key Requirements Work Experience: 0 - 2 years (we are open to freshers with the right aptitude and a strong willingness to learn) Educational Qualifications: While a finance degree is preferable, we are open to candidates from all educational backgrounds (who have the desire & comfort dealing with numbers) Excel/Google Sheet skills: Extensive work will be done on spreadsheet softwares. The candidate must be comfortable working on these softwares and should ideally be aware of how more advanced functions (such as vlookups, pivot tables) work Good Communication Skills: Both written & spoken, since dealing with 3rd parties for research & client interactions are key long-term requirements of this profile Job Details Full-Time Job Location: Kengeri Satellite Town, Bengaluru Salary: Rs. 25,000-40,000/month (based on existing experience) There are some pre-screening questions that are asked as part of this job application on LinkedIn. We will not look at the applications of any candidate that does not provide answers to these questions.