Wealth Manager

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

Strong understanding of MF categories, SIP planning, risk profiling, asset allocation

Ability to explain fund logic clearly in client meetings

Excellent English communication

Confident in handling Zoom meetings with clients

Professional, mature, and responsible in advisory roles

NISM Series V-A (Preferred but not Mandatory)

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.

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