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 Secure

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 u0026 Stock Brokers
📍 Chandigarh