CRM Executive – Mutual Funds | Client Relationship Management

IMPORTANT: Only candidates with basic knowledge of Mutual Funds should apply. Applications from unrelated fields will not be considered.

LOCATION: Only candidates residing in Chandigarh Tricity (Chandigarh, Mohali, Panchkula, Zirakpur, Kharar) or within 50 km of Chandigarh should apply.

Company: D.R. Share & Stock Brokers Pvt. Ltd.
Location: Chandigarh (Work From Office)
Salary: ₹16,000 – ₹20,000 per month
Experience: 0–2 Years (Relevant Experience Preferred)
Job Type: Full time

About D.R. Brokers

Established in 1992, D.R. Brokers has 34+ years of legacy, serving 4,286+ client families across 9+ countries and 64+ cities.

Key Responsibilities

- Manage client relationships and provide professional support to mutual fund investors.
- Handle client queries related to SIP, STP, SWP, lumpsum investments and mutual fund transactions.
- Follow up with existing clients and company-generated leads.
- Coordinate and schedule Zoom meetings with Wealth Advisors.
- Assist clients with investment documentation and transaction-related processes.
- Maintain accurate client records, follow-ups and daily CRM updates.
- Coordinate with internal teams to ensure timely client service.

Candidate Requirements

- Basic knowledge of Mutual Funds – Mandatory.
- Understanding of SIP, STP, SWP and Lumpsum Investments.
- Good English and Hindi communication skills.
- Confident in client calling and relationship management.




- Basic computer skills and knowledge of Excel / Google Sheets.
- Strong follow-up discipline and attention to detail.
- Experience in Mutual Funds, AMC, Banking or Financial Services preferred.

Why Join D.R. Brokers?

- No Cold Calling – Work with existing clients, company-generated leads and professional referrals.
- HNI Clientele – Opportunity to interact with high-net-worth clients.
- Structured Training – Established systems and practical learning.
- Career Growth – Opportunity to progress from CRM to Associate Wealth Advisor and beyond.

Who Should Apply?

Candidates with basic mutual fund knowledge, strong communication skills and a genuine interest in building a long-term career in financial services. Freshers with a sound understanding of mutual fund concepts may also apply.

Apply Now
Email: [email protected]
HR / WhatsApp: +91-XXXXXXXXXX

Job Types: Full time, Permanent, Fresher

Pay: ₹16,000.00 - ₹20,000.00 per month

Benefits:

- Cell phone reimbursement
- Health insurance
- Paid sick time
- Paid time off

Application Question(s):

- Do you have basic knowledge of Mutual Funds (SIP, NAV, Equity vs Debt funds)? Only candidates with Mutual Fund knowledge should apply.
- Which city/area do you currently live in? This job is only for candidates residing in Chandigarh Tricity (Chandigarh, Mohali, Panchkula, Zirakpur, Kharar) or within 50 km of Chandigarh.

Work Location: In person

📌 CRM Executive – Mutual Funds | Client Relationship Management (Chandigarh)
🏢 D. R. SHARE AND STOCK BROKERS
📍 Chandigarh