Client Relationship Manager – Mutual Funds Location: Chandigarh | In office Salary: ₹2.5 – ₹5.0 LPA Experience: 2–7 Years Job Type: Full-Time | Permanent About the RoleD.R. Shares & Stock Brokers is hiring an experienced Client Relationship Manager – Mutual Funds to handle existing clients and provide Mutual Fund advisory through virtual/Zoom meetings .

No Cold

Calling | No Field Work | Existing Clients Key ResponsibilitiesHandle existing clients and build long-term relationships.

Conduct

Zoom/virtual meetings for Mutual Fund advisory and investment discussions. Guide clients on Mutual Funds, SIP, STP, SWP & Lump Sum investments. Understand client requirements and coordinate with the internal advisory/operations team. Maintain regular client communication and records.





Requirements 2–7 years of experience in Mutual Funds / Client Relationship / Advisory.

Experience from AMC, Bank, Stock Broking, Wealth Management or Financial Services preferred. Good working knowledge of Mutual Funds and investment products .

Excellent

English & Hindi communication and client-handling skills. Graduate mandatory. Good computer knowledge and ability to work on Zoom, MS Office & online portals . Mature, professional and relationship-oriented approach.

Preferred Candidates

Professionals with client-facing Mutual Fund experience from AMCs, banks, stock broking firms or wealth management companies.

Tricity Candidates

Preferred – Chandigarh | Mohali | Panchkula

📌 Client Relationship Manager – Mutual Funds (Chandigarh)
🏢 DR Share and Stock Brokers
📍 Chandigarh