D.R. Brokers
Website:
drbrokers.in
Job details:
Wealth Advisor – Mutual Funds | HNI Client Relationships
D.R. Share & Stock Brokers Pvt. Ltd. is hiring experienced Wealth Advisors / Senior Advisors for our Chandigarh office.
Location
Chandigarh | 100% On-Site
Tricity candidates preferred — Chandigarh, Mohali & Panchkula
Role Highlights
- Existing Client Relationships | No Cold Calling | No Field Work
- Work with HNI & affluent clients
- Established client base with investment-focused discussions
- Direct exposure to Senior Management
- AI-driven systems & workflows
- Stable Full-Time | Permanent role
Key Responsibilities
- Manage and strengthen relationships with existing HNI / affluent clients.
- Handle client queries and investment-related discussions.
- Guide clients on Mutual Funds, SIP, STP, SWP & Lump Sum investments.
- Conduct client meetings and Zoom discussions.
- Coordinate with internal advisory and operations teams.
- Maintain professional client communication and relationship records.
- Support client engagement and business opportunities from the existing client base.
Candidate Profile
- 3–7 years of relevant experience in AMC, Mutual Funds, Private Banking, Wealth Management, Priority Banking, Stock Broking or Financial Services.
- Experience with HNI / affluent clients preferred.
- Strong knowledge of Mutual Funds and investment products.
- Excellent English communication and client-handling skills.
- Graduate / Postgraduate mandatory.
- NISM preferred, not mandatory.
- Professional, confident and relationship-oriented approach.
Preferred Background
Professionals currently or previously associated with leading AMCs, Mutual Fund companies, Private Banks, Wealth Management firms and Financial Services companies.
Compensation
₹2.40 – ₹5.00 LPA CTC
Based on relevant experience and profile.
About D.R. Brokers
34+ Years | 4,000+ Clients | 9+ Countries | 64+ Cities
Member – NSE & BSE | A Global Wealth Partner
📩 Apply: recruiter@drbrokers.in
📞 Contact: 70823-77726
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