Wealth Management Trainee – Mutual Funds

4 days ago


chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full time

🔵 Wealth Management Trainee | Mutual Funds | Finance Fresher📍 Chandigarh — On-SiteKickstart 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 OverviewWe 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 ResponsibilitiesConduct client Zoom meetings & portfolio discussionsSupport SIP planning & goal-based recommendationsTrack mutual fund performance & market updatesMaintain client follow-ups & documentationAssist advisors in portfolio review & reporting👤 Who Should ApplyFreshers / 0–2 yrs experience (Finance / Commerce / Banking / MF / Broking)Basic understanding of mutual funds, SIPs & investmentsGood English communication is mandatoryStrong interest in wealth management, financial markets & client handlingPreferred but not required: NISM V-A, finance internships💰 Salary & Benefits₹15,000–₹25,000/month (Negotiable)Mobile & Internet allowanceHealth Insurance | Paid Leaves | Career Growth Opportunities 📈🕒 Work HoursMon–Fri: 8:45 AM – 5:30 PMSat: 10:00 AM – 2:00 PM4th Sat Off📧 How to ApplySend 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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