Wealth Management Trainee – Mutual Funds (Entry Level)

Wealth Management Trainee | Mutual Funds | Finance (Fresher)

Chandigarh On-Site Only

Salary: 20,000 25,000 per month (Negotiable)

Kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers. This role is ideal for freshers with basic finance knowledge, good English communication, and a strong interest in investments. Complete training will be provided to candidates who are eager to learn and grow.

Location Preference

This role is on-site in Chandigarh.

We prefer candidates currently residing in:

Chandigarh, Mohali, Panchkula, Zirakpur, Kharar, Ambala, or nearby areas.

Candidates from other cities may apply if they are already in the Tricity region or can join without any relocation support.

Role Overview

We are hiring a Wealth Management Trainee for mutual fund operations, SIP planning, market research, and client interactions. You will receive hands-on exposure to portfolio management, client handling, and investment advisory under senior professionals.

Key Responsibilities

• Conduct client Zoom meetings & portfolio discussions with HNI clients.
• Support SIP planning & goal-based investment recommendations
• Track mutual fund performance & market updates
• Maintain client follow-ups, reports & documentation
• Assist senior advisors in portfolio reviews & analysis

Who Should Apply

• Freshers / 02 years experience
• (Finance / Commerce / Banking / Mutual Funds / Broking background)
• Basic understanding of Mutual Funds, SIPs & financial markets
• Good English communication skills are mandatory
• Strong interest in wealth management & client interaction
• Preferred (not mandatory): NISM V-A certification / finance internships
• Candidates based in Chandigarh / Tricity preferred

Salary & Benefits

• 20,000 25,000 per month (Negotiable)
• Mobile & Internet Allowance
• Holidays
• Health Insurance
• Paid Leaves
• Long-term career growth opportunities

Work Hours

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

How to Apply

Candidates currently based in Chandigarh / Tricity may send their CV to:

recruiter@drbrokers.in

Contact: 70823 77726

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