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 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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