AVP - Mutual Funds | Wealth Management | HNI Client Relationship (Chandigarh)

AVP - Mutual Funds | Wealth Management | HNI Client Relationship (Chandigarh)

20 Aug
|
D R Share u0026 Stock Brokers
|
Chandigarh

20 Aug

D R Share u0026 Stock Brokers

Chandigarh

AVP - Mutual Funds | HNI Client Relationship

Location: Chandigarh

Experience: 4 - 10 Years

Salary: 45,000 - 75,000/month + Quarterly Incentives

About Us

34+ Years | 4,286+ Clients | 9+ Countries | 64+ Cities

Highest SIP Book across 5 States

We are looking for an experienced AVP, Mutual Funds, to manage and strengthen relationships with our HNI & affluent clients.

AMC Experience Mandatory

Only candidates with prior experience in an Asset Management Company (AMC) / Mutual Fund industry will be considered for this role.

Mandatory Requirements

- 4-10 years of AMC / Mutual Fund experience
- Strong Mutual Fund knowledge
- NISM Certification Cleared
- Graduate qualification
- Excellent professional English communication
- Proven HNI / affluent client-handling experience

Role Highlights




- 100% Office-Based
- No Cold Calling / No Client Acquisition
- Existing HNI Clients Provided
- 100% Virtual / Zoom Client Meetings
- Mutual Fund Portfolio Reviews & Investment Solutions
- SIP | STP | SWP | Lump Sum
- AI-Driven Systems & Automated Workflows
- Direct Exposure to Senior Management
- Long-Term Growth opportunities

Working Hours MondayFriday: 8:50 AM–5:30 PM

Saturday: 10:00 AM–5:00 PM

2nd or 4th Saturday Off

How to Apply

Email: [email protected]

Call / WhatsApp: 70823 77726

Immediate Joiners Preferred | Notice Period Candidates Considered

📌 AVP - Mutual Funds | Wealth Management | HNI Client Relationship (Chandigarh)
🏢 D R Share u0026 Stock Brokers
📍 Chandigarh

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