Client Relationship Manager - Mutual Fund

Job Title: CRM – Mutual Fund (Fresher Level)

Location: Chandigarh
Company: D.R. Shares & Stock Brokers PVT LTD
Job Type: Full-Time | On-site
Experience: 0 – 1 Year (Freshers Welcome)

About Us:

D.R. Brokers is a fast-growing and trusted stockbroking firm Since 1992, helping individuals and businesses manage and grow their wealth. We're expanding our client servicing team and looking for motivated, career-driven individuals to join us in the exciting world of mutual funds and financial markets.

Job Overview:

We are hiring enthusiastic freshers for the Customer Relationship Management (CRM) team in our Mutual Fund division. You will be the first point of contact for clients, helping them with queries, onboarding, documentation, and investment support.

Key Responsibilities:

• Interact with clients and resolve mutual fund–related queries.
• Assist with onboarding, documentation, and KYC.
• Follow up with potential and existing clients for SIPs, redemptions, and portfolio updates.
• Maintain accurate records in CRM tools/software.
• Coordinate with the sales/advisory team to improve client experience.
• Support in training campaigns and investor education initiatives.

What We’re Looking For:

• Recent graduate (B.Com, BBA, or any finance-related field preferred).
• Excellent communication skills (verbal + written).
• Interest in mutual funds, stock market, and personal finance.
• Willingness to learn and grow in the financial services industry.
• Basic MS Office skills.

Salary & Benefits:

• Salary: ₹15,000 – ₹20,000 per month (based on skills & interview)
• Mobile Reimbursement
• Health Insurance
• Training & Development Programs
• Performance-Based Growth Opportunities
• Friendly & Supportive Work Culture

Work Schedule:

• Timings: 8:45 AM to 5:30 PM
• 4th Saturdays Off

Why Join DR Brokers?

• Learn the ropes of stock market & mutual funds from industry experts.
• Clear career growth paths into sales, advisory, or portfolio management.
• Hands-on exposure to financial products & CRM tools.
• Fast-paced, professional, and people-first culture.

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Experience:

• total work: 1 year (Preferred)

Work Location: In person