Wealth Manager
4 weeks ago
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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Wealth Manager
4 weeks ago
Chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full time🔵 Hiring: Wealth Manager – Mutual Funds (Entry-Level | Freshers Welcome) 📍 Chandigarh | On-Site 🏢 DR. Shares & Stock Brokers We are looking for entry-level candidates with basic mutual fund knowledge and strong communication skills. If you’re interested in building a long-term career in wealth management, this role is a great place to start. Key...
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Wealth Manager
4 weeks ago
Chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full timeWe’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,...
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Wealth Manager
4 weeks 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...
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Wealth Manager
4 weeks 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...
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Wealth Manager
4 weeks 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,...
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Senior Wealth Manager
6 days ago
Chandigarh, Chandigarh, India Aditya Birla Sun Life Insurance Full time ₹ 6,00,000 - ₹ 24,00,000 per yearCompany DescriptionAditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance industry and is...
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Senior Wealth Manager
3 days ago
Chandigarh, India Aditya Birla Sun Life Insurance Full timeJob Description Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance...
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Rm - Wealth
1 week ago
Chandigarh, India Mount Talent Consulting Full timeFrom 2 to 7 year(s) of experience ₹ 7,00,000 - 11,00,000 P.A. - Chandigarh, New Delhi, Delhi / NCR **Business Vertical**: Wealth Department: Wealth Designation: Relationship Manager-Wealth **Line of Business**: CFAB **Proposed Immediate Superior**: Territory Sales Manager/ Regional Head Grade: M3/M4 **Major Deliverables**: - Address HNI and ultra HNI...
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Private Wealth
3 weeks ago
Chandigarh, India ICICIDirect Full timeRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...
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Private Wealth
2 weeks ago
Chandigarh, India ICICIDirect Full timeRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...
