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% In office

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