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Wealth Management Associate - Training Program

Wealth Management Associate - Training Program

D. R. Share & Stock Brokers pvt. Ltd.Chandigarh, Republic Of India, IN
3 days ago
Job description

πŸ”΅ Wealth Management Trainee | Mutual Funds | Finance Fresher

πŸ“ Chandigarh β€” 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. πŸŽ“

πŸ“Œ 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.

πŸ“ 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

πŸ‘€ 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
  • πŸ’° Salary & Benefits

  • β‚Ή15,000–₹25,000 / month (Negotiable)
  • Mobile & Internet allowance
  • Health Insurance | Paid Leaves | Career Growth Opportunities πŸ“ˆ
  • πŸ•’ Work Hours

  • Mon–Fri : 8 : 45 AM – 5 : 30 PM
  • Sat : 10 : 00 AM – 2 : 00 PM
  • 4th Sat Off
  • πŸ“§ How to Apply

    Send your CV to : recruiter@drbrokers.in

    πŸ“ž Contact : 70823 77726

    #MutualFundsJobs #WealthManagementJobs #FinanceTrainee #FinanceFresher #FreshersHiring #EntryLevelJobs #InvestmentJobs #FinanceCareers #PortfolioManagement #ChandigarhJobs #TricityJobs #HiringNow

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    Program Associate β€’ Chandigarh, Republic Of India, IN

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