Wealth Manager

10 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 🚫 Freshers are strictly NOT eligible for this role. 🔹 Salary & Benefits 💰 ₹20,000 – ₹60,000/month (Negotiable based on experience)📱 Mobile + Internet allowance 🏥 Health insurance 🌴 Paid leaves & public holidays 📈 Long-term career growth & learning environment 🕒 Work Schedule Mon–Fri: 8:45 AM – 5:30 PM Saturday: 10:00 AM – 2:00 PM (4th Saturday Off)📩 Apply Now Send your CV to: recruiter@drbrokers.in 📞 Contact: 70823 77726 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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