Wealth Management Trainee – Mutual Funds

1 week 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 are eager to learn and grow. 🎓 📌 Role Overview We 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 & reporting 👤 Who 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 internships 💰 Salary & Benefits - ₹15,000–₹25,000/month (Negotiable) - Mobile & Internet allowance - Health Insurance | Paid Leaves | Career Growth Opportunities 📈 🕒 Work Hours - Mon–Fri: 8:45 AM – 5:30 PM - Sat: 10:00 AM – 2:00 PM - 4th Sat Off 📧 How to Apply Send your CV to: recruiter@drbrokers.in 📞 Contact: 70823 77726 #MutualFundsJobs #WealthManagementJobs #FinanceTrainee #FinanceFresher #FreshersHiring #EntryLevelJobs #InvestmentJobs #FinanceCareers #PortfolioManagement #ChandigarhJobs #TricityJobs #HiringNow

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