Wealth Management Trainee – Mutual Funds (Entry Level)D. R. Share & Stock Brokers pvt. Ltd. • Chandigarh, Chandigarh, India
Wealth Management Trainee – Mutual Funds (Entry Level)
D. R. Share & Stock Brokers pvt. Ltd. • Chandigarh, Chandigarh, India
2 days ago
Job descriptionFreshers / 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 ₹15,000–₹25,000 / month (Negotiable) Mobile & Internet allowance Health Insurance | Paid Leaves | Career Growth Opportunities Mon–Fri : 8 : 45 AM – 5 : 30 PM Sat : 10 : 00 AM – 2 : 00 PM 4th Sat Off
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
Salary & Benefits
Work Hours
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
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Management Trainee • Chandigarh, Chandigarh, India
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