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 :

🚫 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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