Wealth Manager

5 hours 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 Do- Conduct Zoom meetings and portfolio reviews with clients- Recommend suitable mutual fund schemes based on goals & risk profile- Build strong client relationships with consistent communication- Monitor fund performance, market trends & asset classes- Manage portfolios with disciplined follow-ups- Maintain compliance and deliver ethical advisoryWho 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:- AMC- Mutual fund advisory- Broking- Bank RM / wealth management role- Experience must include mutual fund client interactions✔ Knowledge (Mandatory):- Strong understanding of MF categories, SIP planning, risk profiling, asset allocation- Ability to explain fund logic clearly in client meetings✔ Communication & Maturity (Mandatory):- Excellent English communication- Confident in handling Zoom meetings with clients- Professional, mature, and responsible in advisory roles✔ Certification:- NISM Series V-A (Preferred but not Mandatory)✔ Preferred:- AMC backgroundFreshers are strictly NOT eligible for this role.Salary & Benefits₹20,000 – ₹60,000/month (Negotiable based on experience)Mobile + Internet allowanceHealth insurancePaid leaves & public holidaysLong-term career growth & learning environmentWork ScheduleMon–Fri: 8:45 AM – 5:30 PMSaturday: 10:00 AM – 2:00 PM (4th Saturday Off)Apply NowSend your CV to: Contact: If 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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