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 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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Wealth management trainee – mutual funds
4 weeks 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 eager to...
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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 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...
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Wealth Management Trainee – Mutual Funds
1 day 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
7 days 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
4 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
2 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 Advisor
2 weeks ago
Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 2,40,000 - ₹ 3,60,000 per yearJob Title: Mutual Fund Executive / Advisor – ExperiencedLocation: ChandigarhJob Type: Full-Time | PermanentSalary: ₹20,000 – ₹30,000 per month (Based on experience)About the CompanyDR. Shares and Stock Brokers is a growing financial services firm offering investment and stock market solutions. We are expanding our Mutual Fund Team and looking for...
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Mutual Fund Operations
4 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
4 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...