Wealth Management Trainee – Mutual Funds
3 days ago
Wealth 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 learn and grow.Role OverviewWe are hiring a Wealth Management Trainee for mutual fund operations, SIP planning, market research, and client interactions. You will learn portfolio management, client handling, and investment advisory from experienced professionals.Key Responsibilities- Conduct client Zoom meetings & portfolio discussions - Support SIP planning & goal-based recommendations - Track mutual fund performance & market updates - Maintain client follow-ups & documentation - Assist advisors in portfolio review & reportingWho Should Apply- Freshers / 0–2 yrs experience (Finance / Commerce / Banking / MF / Broking) - Basic understanding of mutual funds, SIPs & investments - Good English communication is mandatory - Strong interest in wealth management, financial markets & client handling - Preferred but not required: NISM V-A, finance internshipsSalary & Benefits- ₹15,000–₹25,000/month (Negotiable) - Mobile & Internet allowance - Health Insurance | Paid Leaves | Career Growth OpportunitiesWork Hours- Mon–Fri: 8:45 AM – 5:30 PM - Sat: 10:00 AM – 2:00 PM - 4th Sat OffHow to ApplySend your CV to: recruiter@drbrokers.inContact: 70823 77726#MutualFundsJobs #WealthManagementJobs #FinanceTrainee #FinanceFresher #FreshersHiring #EntryLevelJobs #InvestmentJobs #FinanceCareers #PortfolioManagement #ChandigarhJobs #TricityJobs #HiringNow
-
Wealth Manager
3 days ago
New Delhi, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Wealth Manager
12 hours ago
New Delhi, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
New Delhi, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. With a client-first philosophy, we have earned the respect and loyalty of our clients through prompt responses to their queries. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role...
-
Mutual Fund Specialist
3 weeks ago
New Delhi, India White Force Group Full timeHIRING FOR Business Development ExecutiveLocation -Andheri East, MumbaiCTC - Upto 4 LPA +IncentiveExperience - Min 6 months to 2 years required in Mutual Funds salesJob Description: We are seeking a dynamic Business development Executiveto support and manage our network of Direct Selling Agents (DSAs) engagedin mutual fund & other wealth distribution. The...
-
New Delhi, India Helios Mutual Fund Full timeJob Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location: MumbaiEmployment Type: Full-TimeExperience Level: 0–3 years (Graduates welcome; Freshers encouraged toapply)About the Role: We are seeking a dynamic and driven individuals to join ourteam as a Virtual Relationship Manager MFD. This role is focused on engagingwith...
-
Wealth Manager
2 days ago
Delhi, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
-
Private Wealth Manager
2 weeks ago
Delhi, Delhi, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...
-
Senior Wealth Manager/Private Banker
3 days ago
New Delhi, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker(SVP and above)to lead and grow ourHNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
-
Wealth Manager
7 days ago
Delhi, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
-
Wealth Advisor
2 weeks ago
new delhi, India M S Wealth Full time*Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth *About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...
