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

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 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 CTCBased on relevant experience and profile. About D. R. Brokers34+ 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.#Chandigarh Jobs #Tricity Jobs #Chandigarh Hiring #Mohali Jobs #Panchkula Jobs #Wealth Advisor #Wealth Management Jobs #Mutual Fund Jobs #Private Banking #AMCCareers #HNIClient Relationship #Relationship Manager #Banking Jobs #Financial Services Jobs #Chandigarh Careers

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