Wealth Management Trainee – Mutual Funds | Freshers Welcome D.R. Share & Stock Brokers Pvt. Ltd. is hiring a Wealth Management Associate for our Chandigarh office. This is an entry-level opportunity for fresh graduates who have a genuine interest in Stock Markets, Mutual Funds and Investments, enjoy interacting with people, and want to build a long-term career in Wealth Management and Client Relationships.

Location

Chandigarh | 100% In office Only Tricity candidates will be considered: Chandigarh | Mohali | Panchkula About the Role You will work in a client-focused wealth management environment, developing the knowledge and skills required to become a professional Wealth Management / Client Relationship professional. You do not need prior wealth management experience. We will provide training on our products, processes, investment concepts and client-handling approach.

Key Responsibilities - Interact professionally with existing clients and understand their requirements.

- Assist with client queries and investment-related discussions.
- Develop an understanding of Mutual Funds, SIP, STP, SWP and Lump Sum investments.
- Participate in client meetings and Zoom discussions.
- Maintain strong and professional client communication.
- Coordinate with internal advisory and operations teams.
- Support client engagement and relationship management activities.
- Gradually develop into an independent client-facing Wealth Management professional.

What We Are Looking For - Fresh graduates / candidates with 0–2 years of experience.

- Genuine interest in Stock Markets, Mutual Funds and Investments.
- Basic understanding of Mutual Funds and investment concepts.
- Strong English communication skills.
- Comfortable speaking with clients and interacting with people.




- Confident, presentable and professional personality.
- Good learning attitude and willingness to develop financial product knowledge.
- Graduate / Postgraduate mandatory.

Ideal Candidate This role would suit someone who:

- Follows or takes an interest in the stock market and financial markets.
- Has basic knowledge of Mutual Funds and wants to learn more.
- Enjoys talking to people and building relationships.
- Wants a client-facing career rather than a back-office-only role.
- Wants to build a long-term career in Wealth Management, Mutual Funds and Client Relationship Management.

Training & Career Development We will train you in:

- Mutual Funds & investment products
- SIP, STP, SWP & Lump Sum investments
- Understanding client requirements
- Client relationship management
- Investment-focused client conversations
- Client meetings & Zoom discussions
- Professional communication
- Wealth management processes and workflows The objective is to develop you from an entry-level Wealth Management Associate into a skilled, client-focused Wealth Management professional.

Work Environment - 100% office-based

- Existing client environment
- No cold calling
- No field work
- Client-focused role
- Exposure to Senior Management
- AI-driven systems & workflows
- Full-time, permanent position About D.R. Share & Stock Brokers Pvt. Ltd. 34+ Years | 4,000+ Clients | 9+ Countries | 64+ Cities Member – NSE & BSE | A Global Wealth Partner Important: This position is based in Chandigarh and is strictly for candidates currently based in Chandigarh, Mohali or Panchkula. #FreshersJobs #FreshersHiring #MutualFunds #WealthManagement #StockMarket #InvestmentJobs #ClientRelationship #FinancialServices #ChandigarhJobs #TricityJobs

📌 Wealth Management Trainee– Mutual Funds | Freshers Welcome (Chandigarh)
🏢 D.R.Share u0026 Stock Brokers
📍 Chandigarh