Wealth Management Trainee - Mutual Funds (Entry Level)

🔵 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

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