Wealth Advisor – Mutual Funds | HNI Client RelationshipsD.R. Share & Stock Brokers Pvt. Ltd. is hiring experienced Wealth Advisors / Senior Advisors for our Chandigarh office.LocationChandigarh | 100% On-SiteTricity candidates preferred — Chandigarh, Mohali & PanchkulaRole HighlightsExisting Client Relationships | No Cold Calling | No Field WorkWork with HNI & affluent clientsEstablished client base with investment-focused discussionsDirect exposure to Senior ManagementAI-driven systems & workflowsStable Full time | Permanent roleKey ResponsibilitiesManage 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 Profile3–7 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 BackgroundProfessionals 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 CTCBased on relevant experience and profile.About D.R. Brokers34+ Years | 4,000+ Clients | 9+ Countries | 64+ CitiesMember – NSE & BSE | A Global Wealth Partner? Apply: [email protected]? Contact: 70823-77726Grow your career. Create more possibilities.#ChandigarhJobs #TricityJobs #ChandigarhHiring #MohaliJobs #PanchkulaJobs #WealthAdvisor #WealthManagementJobs #MutualFundJobs #PrivateBanking #AMCCareers #HNIClientRelationship #RelationshipManager #BankingJobs #FinancialServicesJobs #ChandigarhCareers

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