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

• Freshers / 02 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

Salary & Benefits

• 15,00025,000/month (Negotiable)
• Mobile & Internet allowance
• Health Insurance | Paid Leaves | Career Growth Opportunities

Work Hours

• MonFri: 8:50 AM 5:30 PM
• Sat: 10:00 AM 5:00 PM
• 4th Sat Off

How to Apply

Send your CV to:

Contact:

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