Wealth Advisor – Mutual Funds | HNI Client Relationships

D.R. Share & Stock Brokers Pvt. Ltd. is hiring experienced Wealth Advisors / Senior Advisors for our Chandigarh office.

Location

Chandigarh | 100% On-Site
Tricity candidates preferred — Chandigarh, Mohali & Panchkula

Role Highlights

Existing Client Relationships | No Cold Calling | No Field Work
Work with HNI & affluent clients
Established client base with investment-focused discussions
Direct exposure to Senior Management
AI-driven systems & workflows
Stable Full time | Permanent role

Key Responsibilities

Manage and strengthen relationships with existing HNI / affluent clients .
Handle client queries and investment-related discussions.
Guide clients on Mutual Funds, SIP, STP, SWP & Lump Sum investments.
Conduct client meetings and Zoom discussions.
Coordinate with internal advisory and operations teams.
Maintain professional client communication and relationship records.
Support client engagement and business opportunities from the existing client base.

Candidate Profile

3–7 years of relevant experience in AMC, Mutual Funds, Private Banking, Wealth Management, Priority Banking, Stock Broking or Financial Services .




Experience with HNI / affluent clients preferred .
Strong knowledge of Mutual Funds and investment products .
Excellent English communication and client-handling skills.
Graduate / Postgraduate mandatory .
NISM preferred, not mandatory .
Professional, confident and relationship-oriented approach.

Preferred Background

Professionals currently or previously associated with leading AMCs, Mutual Fund companies, Private Banks, Wealth Management firms and Financial Services companies .

Compensation

₹2.40 – ₹5.00 LPA CTC
Based on relevant experience and profile.

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

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📌 Wealth Advisor – Mutual Funds (Chandigarh)
🏢 D. R. SHARE AND STOCK BROKERS
📍 Chandigarh