Wealth Manager - Mutual Funds
(Banking Professionals Preferred)

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Chandigarh (On-Site)

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₹30,000 – ₹50,000/month

DR. Shares & Stock Brokers is hiring an experienced
Wealth Manager
to join our Wealth Management team in Mutual Fund vertical.

This opportunity is ideal for professionals currently working in
private banks
who enjoy interacting with clients and want to build a long-term career in Wealth Management.

Key Responsibilities

• Conduct client meetings and portfolio reviews

• Guide clients on Mutual Funds & SIPs

• Build long-term client relationships

• Deliver exceptional client service

• Coordinate with the Wealth Management team

Requirements

✔ 4–6 years' experience in Banking / Wealth Management / Financial Services

✔ Excellent English communication

✔ Professional personality and client etiquette





✔ Basic understanding of Mutual Funds & SIPs

✔ Strong relationship management skills

✔ Candidates from
HDFC Bank, ICICI Bank, Axis Bank, Kotak, IndusInd, IDFC FIRST, Yes Bank
, or similar institutions are encouraged to apply.

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Preference:
Candidates based in
Chandigarh, Mohali & Panchkula (Tricity).

Benefits

• Health Insurance

• Mobile & Internet Allowance

• Paid Leaves

• Long-term Growth opportunities

? [email protected]

? 70823 77726
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📌 Wealth Manager (Chandigarh)
🏢 D. R. SHARE AND STOCK BROKERS
📍 Chandigarh