Wealth Manager

10 hours ago

Chandigarh, India D. R. Share & Stock Brokers pvt. Ltd. Full time

🔵 We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management)Location: Chandigarh (On-Site)Company: DR. Shares & Stock BrokersAre you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building?If you bring expertise, maturity, and strong communication — this role is built for you.🔹 About the RoleWe’re hiring a Wealth Manager – Mutual Funds with proven experience in client-facing MF advisory roles.This position requires deep product knowledge, analytical capability, and the ability to communicate investment logic clearly to clients.🔹 What You Will DoConduct Zoom meetings and portfolio reviews with clientsRecommend suitable mutual fund schemes based on goals & risk profileBuild strong client relationships with consistent communicationMonitor fund performance, market trends & asset classesManage portfolios with disciplined follow-upsMaintain compliance and deliver ethical advisory🔹 Who Should Apply (Strict Criteria)We are hiring only experienced candidates who meet ALL of the following:✔ Experience (Mandatory):Minimum 2 years of relevant experience in:AMCMutual fund advisoryBrokingBank RM / wealth management roleExperience must include mutual fund client interactions✔ Knowledge (Mandatory):Strong understanding of MF categories, SIP planning, risk profiling, asset allocationAbility to explain fund logic clearly in client meetings✔ Communication & Maturity (Mandatory):Excellent English communicationConfident in handling Zoom meetings with clientsProfessional, mature, and responsible in advisory roles✔ Certification:NISM Series V-A (Preferred but not Mandatory)✔ Preferred:AMC background🚫 Freshers are strictly NOT eligible for this role.🔹 Salary & Benefits💰 ₹20,000 – ₹60,000/month (Negotiable based on experience)📱 Mobile + Internet allowance🏥 Health insurance🌴 Paid leaves & public holidays📈 Long-term career growth & learning environment🕒 Work ScheduleMon–Fri: 8:45 AM – 5:30 PMSaturday: 10:00 AM – 2:00 PM (4th Saturday Off)📩 Apply NowSend your CV to: recruiter@drbrokers.in📞 Contact: 70823 77726If you have proven mutual fund experience and the confidence to handle client advisory—this is your next career move. Apply today.#Hiring #WealthManager #MutualFunds #FinanceJobs #ChandigarhJobs #WealthManagement #InvestmentAdvisory #PortfolioManagement #AMCJobs #ClientAdvisory #FinanceCareers #MutualFundAdvisor

  • Wealth Manager

    4 hours ago

    Chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full time

    🔵 Hiring: Wealth Manager – Mutual Funds (Entry-Level | Freshers Welcome) 📍 Chandigarh | On-Site 🏢 DR. Shares & Stock BrokersWe are looking for entry-level candidates with basic mutual fund knowledge and strong communication skills. If you’re interested in building a long-term career in wealth management, this role is a great place to start.Key...

  • Wealth Manager

    8 hours ago

    Chandigarh, India D. R. Share & Stock Brokers pvt. Ltd. Full time

    We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Location: Chandigarh (On-Site) Company: DR. Shares & Stock Brokers Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? If you bring expertise,...

  • Wealth Manager

    1 week ago

    Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 3,60,000 - ₹ 6,00,000 per year

    Job Title: Wealth Manager – Mutual Fund DepartmentSalary: ₹30,000 – ₹50,000 per month (negotiable for the right candidate)Location: ChandigarhCompany: D.R. Shares & Stock Brokers Pvt. Ltd.Job Type: Full-Time | On-siteExperience: 1–2 Years (AMC/Mutual Fund Industry Preferred)Job Overview:We are seeking a qualified and client-focused Wealth Manager...

  • Wealth Manager

    29 minutes ago

    Chandigarh, India D. R. Share & Stock Brokers pvt. Ltd. Full time

    🔵 We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Location: Chandigarh (On-Site) Company: DR. Shares & Stock Brokers Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? If you bring...

  • Wealth Manager

    2 hours ago

    chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full time

    🔵 We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Location: Chandigarh (On-Site) Company: DR. Shares & Stock Brokers Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? If you bring...

  • Sr. Relationship Manager-Wealth Management

    5 days ago

    Chandigarh, Chandigarh, India Wealthvault research and analytics private limited Full time ₹ 4,80,000 - ₹ 72,00,000 per year

    Job Title: Senior Relationship Officer-WealthExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementRole OverviewWe are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

  • Sr. Relationship Officer-Wealth Management

    22 hours ago

    Chandigarh, Chandigarh, India WealthVault Research and Analytics Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Title: Senior Relationship Officer-WealthExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementRole OverviewWe are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

  • Operations Executive

    2 weeks ago

    Chandigarh, Chandigarh, India Tiger Wealth Private Limited Full time

    **Tiger Wealth Private Limited** is a boutique Wealth Management company and has been in the Investment Solutions and Financial services business since 2008, for over 15 years. We enjoy the trust of over 3000 clients including over 500 High Net Worth Individuals (HNIs), Corporates, Salaried Employees, Families and NRIs who have entrusted to us total assets...

  • Mutual Fund Executive

    2 weeks ago

    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 **Job Description: Service Executive - Mutual Fund** Company's Information - 15 year old Wealth Management Firm in Sector 9-D, Chandigarh Assets under Management - over Rs 100 Crores **JOB PARTICULARS/ DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2...

  • Mutual Fund Executive

    1 day ago

    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 **Job Description: Service Executive - Mutual Fund** Company's Information - 15 year old Wealth Management Firm in Sector 9-D, Chandigarh Assets under Management - over Rs 100 Crores **JOB DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2 Qualification B. Com...