D.R. Brokers
Website:
drbrokers.in
Job details:
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 strong 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 someone who:
- Follows or takes an interest in the stock market and financial markets.
- Has basic knowledge of Mutual Funds and wants to learn more.
- Enjoys talking to people and building relationships.
- Wants a client-facing career rather than a back-office-only role.
- Wants to build a long-term career in Wealth Management, Mutual Funds and Client Relationship Management.
Training & Career Development
We will train you in:
- Mutual Funds & investment products
- SIP, STP, SWP & Lump Sum investments
- Understanding client requirements
- Client relationship management
- Investment-focused client conversations
- Client meetings & Zoom discussions
- Professional communication
- Wealth management processes and workflows
The objective is to develop you from an entry-level Wealth Management Associate into a skilled, client-focused Wealth Management professional.
Work Environment
- 100% office-based
- Existing client environment
- No cold calling
- No field work
- Client-focused role
- Exposure to Senior Management
- AI-driven systems & workflows
- Full-time, permanent position
About D.R. Share & Stock Brokers Pvt. Ltd.
34+ Years | 4,000+ Clients | 9+ Countries | 64+ Cities
Member – NSE & BSE | A Global Wealth Partner
Important: This position is based in Chandigarh and is strictly for candidates currently based in Chandigarh, Mohali or Panchkula.
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Click on Apply to know more.
