D.R. Share & Stock Brokers Pvt. Ltd. is hiring a Wealth Management Associate for our Chandigarh office.
This is an entry-level chance 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 skilled.
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 qualified 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
📌 Wealth Management Trainee– Mutual Funds Freshers Welcome Mumbai
🏢 D. R. SHARE AND STOCK BROKERS
📍 Mumbai
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