Wealth Advisor – Mutual Funds | HNI Clients

Company: D.R. Brokers

Location: Chandigarh (Work From Office)

Salary: ₹25,000 – ₹50,000 per month

Experience: 2–6 Years

Job Type: Full-Time

About D.R. Brokers

With 34+ years of legacy, D.R. Brokers serves 4,286+ clients across 9+ countries and 64+ cities.

Our expertise lies in Mutual Funds, Wealth Management, Passive Income and Goal-Based Financial Planning.

Featured in Moneycontrol, LiveMint, PTC News and Value Research.

Why Join Us?

✅ No Cold Calling – Company-generated leads and quality professional referrals.

✅ HNI Clientele – Work with High-Net-Worth Individuals.

✅ Primarily Zoom-Based Meetings – Minimal travel, with occasional in-person client meetings and seminars.

✅ Structured Training – Established systems, processes and ongoing professional development.

✅ Career Growth – Opportunity to progress into senior wealth management roles.

Key Responsibilities

- Conduct professional Zoom meetings with HNI clients and prospects.
- Understand clients' financial goals, investment requirements and risk profiles.
- Explain Mutual Funds, SIP, STP, SWP, Equity Funds and Debt Funds.
- Follow up with company-generated leads and referrals.




- Build long-term client relationships and conduct portfolio reviews.
- Maintain accurate CRM records and weekly performance scorecards.
- Occasionally attend client meetings, webinars and seminars.

Candidate Requirements
- 2–6 years of relevant experience in Mutual Funds, AMC, Wealth Management or Financial Distribution.
- Strong knowledge of mutual fund products and investment concepts.
- Excellent English communication and presentation skills.
- Ability to independently conduct client meetings over Zoom.
- Strong follow-up discipline and relationship-building skills.
- NISM Series V-A certification and EUIN as applicable to mutual fund distribution responsibilities.
- Candidates with AMC experience will be preferred.

Who Should Apply? Professionals who enjoy interacting with HNI clients, understand mutual fund products and want to build a secure, long-term career in wealth management.

Apply Now

Email: [email protected]

Call / WhatsApp: 70823-77726

Pay: ₹25,000.00 - ₹50,000.00 per month

Benefits

- Cell phone reimbursement
- Leave encashment
- Life insurance
- Paid time off

Work Location: In person

📌 Wealth Advisor – Mutual Funds | HNI Clients (Chandigarh)
🏢 D. R. SHARE AND STOCK BROKERS
📍 Chandigarh