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% On-Site

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 robust 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 som

📌 Wealth Management Trainee– Mutual Funds | Freshers Welcome (Chandigarh)
🏢 D. R. SHARE AND STOCK BROKERS
📍 Chandigarh