Investment Advisor

1 day ago

Chandigarh Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time

**About the Company**

**D. R. Share & Stock Brokers Pvt. Ltd.** is a trusted stock broking and wealth advisory firm based in Chandigarh. Operating since 1992, we specialize in **mutual fund distribution**, **investment guidance**, and **financial planning**. We’re currently expanding our team and looking for an **Investment Advisor** to engage with clients virtually and assist them in building smart investment portfolios.

**Key Responsibilities**
- Conduct **Zoom meetings** with prospective clients to explain mutual fund plans.
- Guide clients on investment options based on their goals and risk appetite.
- Address queries and provide clear, professional investment advice.
- Maintain regular follow-ups and long-term client relationships.
- Ensure smooth onboarding and ongoing support for mutual fund investors.
- Good understanding of **mutual funds, SIPs**, and **basic financial planning**.
- **NISM Series V-A (Mutual Fund Distributor)** certification is a plus (not mandatory).
- Strong **verbal and written communication** in English.
- Confident with **Zoom/virtual meetings** and remote client handling.
- Motivated, organized, and eager to grow in the **investment advisory space**.

**Salary & Benefits**
- **Monthly Salary**: ₹20,000 to ₹35,000
- **Other Benefits**:

- Cell phone reimbursement
- Health insurance
- Paid time off
- Training & internal growth opportunities

**Office Hours**
- **Mon-Fri**: 8:45 AM - 5:30 PM
- **Sat**: 10:00 AM - 2:00 PM

**Why Join Us?**
- Trusted financial brand in North India since 1992
- Inbound leads provided - **no lead generation required**:

- Opportunity to handle clients **across India from Day One**:

- Regular training and career growth in wealth advisory
- Supportive and professional team environment

**Job Types**: Full-time, Permanent

Pay: ₹20,000.00 - ₹35,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Paid time off

Schedule:

- Day shift

Work Location: In person

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