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 . Skilled, 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: Contact: Grow your career. Create more possibilities. ChandigarhJobs TricityJobs ChandigarhHiring MohaliJobs PanchkulaJobs WealthAdvisor WealthManagementJobs MutualFundJobs PrivateBanking AMCCareers HNIClientRelationship RelationshipManager BankingJobs FinancialServicesJobs ChandigarhCareers

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