Wealth Management Trainee – Mutual Funds

2 days 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 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: Contact: #MutualFundsJobs #WealthManagementJobs #FinanceTrainee #FinanceFresher #FreshersHiring #EntryLevelJobs #InvestmentJobs #FinanceCareers #PortfolioManagement #ChandigarhJobs #TricityJobs #HiringNow



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