Wealth management trainee – mutual funds
4 weeks 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 ResponsibilitiesConduct client Zoom meetings & portfolio discussionsSupport SIP planning & goal-based recommendationsTrack mutual fund performance & market updatesMaintain client follow-ups & documentationAssist advisors in portfolio review & reportingWho Should ApplyFreshers / 0–2 yrs experience (Finance / Commerce / Banking / MF / Broking)Basic understanding of mutual funds, SIPs & investmentsGood English communication is mandatoryStrong interest in wealth management, financial markets & client handlingPreferred but not required: NISM V-A, finance internshipsSalary & Benefits₹15,000–₹25,000/month (Negotiable)Mobile & Internet allowanceHealth Insurance | Paid Leaves | Career Growth OpportunitiesWork HoursMon–Fri: 8:45 AM – 5:30 PMSat: 10:00 AM – 2:00 PM4th Sat OffHow to ApplySend your CV to: Contact: #Mutual Funds Jobs #Wealth Management Jobs #Finance Trainee #Finance Fresher #Freshers Hiring #Entry Level Jobs #Investment Jobs #Finance Careers #Portfolio Management #Chandigarh Jobs #Tricity Jobs #Hiring Now
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Wealth Management Trainee – Mutual Funds
19 hours 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...
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Wealth Management Trainee – Mutual Funds
2 days 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...
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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...
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Mutual Fund Executive
1 week 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...
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Operations Executive
5 days ago
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 NRI's who have entrusted to us total assets...
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Operation Executive- Mutual Fund
3 days ago
Chandigarh, Chandigarh, India Integgral Corporate Service Full timeWe need Operation Executive for Chandigarh location who is having good experience in BFSI sector, Mutual Fund, Stock market & investment banking. - Bachelor's degree in Finance, Business, Economics, or a related field. - work experience: 2 - 3 years (required) - Previous experience in mutual fund operations, fund accounting, or investment operations is...
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Mutual Fund Operations
5 days ago
Chandigarh, India Integgral Corporate Service Full time**Key Responsibilities**: - Responsible for branch operations activities at all the branches in the region - Co-ordination with Investors / Distributors / Operations Team in the region forexcellent investorr servicing. - Co-ordination with R & T operations for smooth processing of transactions in the region. - Customer Service via CRM. - KYC POS Operations...
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Mutual Fund Operations
5 days ago
Chandigarh, India Integgral Corporate Service Full time**Key Responsibilities**: - Responsible for branch operations activities at all the branches in the region - Co-ordination with Investors / Distributors / Operations Team in the region forexcellent investorr servicing. - Co-ordination with R & T operations for smooth processing of transactions in the region. - Customer Service via CRM. - KYC POS Operations...
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Mutual Fund Operations
5 days ago
Chandigarh, India Integgral Corporate Service Full time**Key Responsibilities**: - Responsible for branch operations activities at all the branches in the region - Co-ordination with Investors / Distributors / Operations Team in the region forexcellent investorr servicing. - Co-ordination with R & T operations for smooth processing of transactions in the region. - Customer Service via CRM. - KYC POS Operations...
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Mutual Fund Distributors
7 days ago
Chandigarh, India IFM FinCoach Full timeWhy MFD for SBI? - Opportunity for all those who desire to start their own venture as self entrepreneur - Stipulated monthly stipend of Rs.15000 and additional trail commission - Any Individual above the age of 18 years can apply - Work from Anywhere Additional operational setup and training will be assisted by IFM Fincoach **Job Type**: Freelance Contract...