Wealth Manager

3 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 Brokers Are 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 Role We’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 advisory Who 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 background

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