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Wealth Manager
Wealth ManagerD. R. Share & Stock Brokers pvt. Ltd. • Thiruvananthapuram, Republic Of India, IN
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Wealth Manager

Wealth Manager

D. R. Share & Stock Brokers pvt. Ltd. • Thiruvananthapuram, Republic Of India, IN
1 day ago
Job description

🔵 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
  • Knowledge (Mandatory) :
  • Strong understanding of MF categories, SIP planning, risk profiling, asset allocation
  • Ability to explain fund logic clearly in client meetings
  • Communication & Maturity (Mandatory) :
  • Excellent English communication
  • Confident in handling Zoom meetings with clients
  • Professional, mature, and responsible in advisory roles
  • Certification :
  • NISM Series V-A (Preferred but not Mandatory)
  • Preferred :
  • 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.

    #Hiring #WealthManager #MutualFunds #FinanceJobs #ChandigarhJobs #WealthManagement #InvestmentAdvisory #PortfolioManagement #AMCJobs #ClientAdvisory #FinanceCareers #MutualFundAdvisor

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    Wealth Manager • Thiruvananthapuram, Republic Of India, IN