Wealth Management Trainee – Mutual Funds (Entry Level)

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