Wealth Manager

4 weeks 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

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