Wealth Advisor – Mutual Funds | HNI Client Relationships

D.R. Share & Stock Brokers Pvt. Ltd. is hiring experienced professionals for Wealth Advisor / Senior Advisor roles in our Chandigarh office.

Role Highlights

- No Cold Calling | No Field Work
- Work with existing & inbound clients
- Exposure to HNI & affluent client relationships
- Direct Senior Management Exposure
- AI-driven systems & workflows
- 100% On-Site | Full-Time | Permanent

Key Responsibilities

- Manage and strengthen relationships with existing HNI / affluent clients.
- Handle client queries and investment-related discussions.
- Provide guidance on Mutual Funds – SIP, STP, SWP & Lump Sum.
- Conduct client meetings and coordinate with internal advisory teams.
- Maintain professional client communication and relationship records.

Candidate Profile

- 2–7 years of experience in Banking, Priority Banking, Wealth Management, AMC, Mutual Funds or Financial Services.




- Strong understanding of Mutual Funds and investment products.
- HNI / affluent client handling experience preferred.
- Excellent English communication and client-handling skills.
- Graduate / Postgraduate mandatory.
- NISM preferred, not mandatory.
- Confident, professional and result-oriented approach.

Compensation & Location

CTC: ₹2,40,000 – ₹5,00,000 per annum

(Based on experience)

Location: Chandigarh | 100% In office

Experience: 3–7 Years

Employment Type: Full-Time | Permanent

About D.R. Brokers

34+ Years | 4,000+ Clients | 9+ Countries | 64+ Cities

Member – NSE & BSE | A Global Wealth Partner

? Apply: [email protected]

? Contact: 70823-77726

Grow your career. Create more possibilities.

📌 Wealth Advisor – Mutual Funds (Chandigarh)
🏢 D.R.Share u0026 Stock Brokers
📍 Chandigarh