Current jobs related to Wealth Manager - Chandigarh - D. R. Share & Stock Brokers pvt. Ltd.
-
Senior Wealth Manager
1 week ago
Chandigarh, Chandigarh, India Aditya Birla Sun Life Insurance Full time ₹ 6,00,000 - ₹ 24,00,000 per yearCompany DescriptionAditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance industry and is...
-
Senior Wealth Manager
5 days ago
Chandigarh, India Aditya Birla Sun Life Insurance Full timeJob Description Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance...
-
Rm - Wealth
2 weeks ago
Chandigarh, India Mount Talent Consulting Full timeFrom 2 to 7 year(s) of experience ₹ 7,00,000 - 11,00,000 P.A. - Chandigarh, New Delhi, Delhi / NCR **Business Vertical**: Wealth Department: Wealth Designation: Relationship Manager-Wealth **Line of Business**: CFAB **Proposed Immediate Superior**: Territory Sales Manager/ Regional Head Grade: M3/M4 **Major Deliverables**: - Address HNI and ultra HNI...
-
Private Wealth
3 weeks ago
Chandigarh, India ICICIDirect Full timeRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...
-
Private Wealth
2 weeks ago
Chandigarh, India ICICIDirect Full timeRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...
-
Wealth management trainee – mutual funds
3 weeks ago
Chandigarh, India D. R . Share & Stock Brokers Pvt. Ltd. Full timeWealth Management Trainee | Mutual Funds | Finance FresherChandigarh — On-SiteKickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers. This role is perfect for freshers who have basic finance knowledge, good English communication, and a strong interest in investments. Full training provided for candidates who are eager to...
-
Wealth management trainee – mutual funds
4 weeks ago
Chandigarh, India D. R. Share & Stock Brokers Pvt. Ltd. Full time???? Wealth Management Trainee | Mutual Funds | Finance Fresher ???? Chandigarh — On-Site Kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers . This role is perfect for freshers who have basic finance knowledge, good English communication, and a strong interest in investments . Full training provided for candidates who...
-
Wealth Management Trainee – Mutual Funds
4 weeks ago
Chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full timeWealth Management Trainee | Mutual Funds | Finance FresherChandigarh — On-SiteKickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers. This role is perfect for freshers who have basic finance knowledge, good English communication, and a strong interest in investments. Full training provided for candidates who are eager to...
-
Wealth Management Trainee – Mutual Funds
4 weeks ago
Chandigarh, India D. R. Share & Stock Brokers pvt. Ltd. Full timeWealth Management Trainee | Mutual Funds | Finance Fresher Chandigarh — On-Site Kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers . This role is perfect for freshers who have basic finance knowledge, good English communication, and a strong interest in investments . Full training provided for candidates who are eager...
-
Wealth Management Trainee – Mutual Funds
4 weeks ago
Chandigarh, India D. R. Share & Stock Brokers pvt. Ltd. Full time🔵 Wealth Management Trainee | Mutual Funds | Finance Fresher📍 Chandigarh — On-SiteKickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers. This role is perfect for freshers who have basic finance knowledge, good English communication, and a strong interest in investments. Full training provided for candidates who are...
Wealth Manager
4 weeks ago
🔵 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
