Wealth Manager Job Description Company: D. R. Share & Stock Brokers Pvt. Ltd. Location: Sector 9D, SCO 14-15, Top Floor, Chandigarh Working Hours: Monday to Friday: 08:50 AM – 05:30 PM Saturday: 10:00 AM – 02:00 PM (4th Saturday off) Job Summary: The Wealth Manager will be responsible for managing client portfolios, providing financial planning advice, and implementing investment strategies to help clients achieve their financial goals. They will be taking zoom meetings . Key Responsibilities: Build and maintain relationships with high-net-worth clients. Develop and implement investment strategies based on client needs. Monitor market trends and adjust client portfolios accordingly. Qualifications: Bachelor's degree in Finance, Economics, or a related field. Experience in wealth management, private banking, or financial advisory preferred. Basic knowledge of investment strategies and financial planning. Excellent communication and relationship management skills. Job Types: Full-time, Fresher Pay: ₹13,000.00 - ₹18,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Fixed shift Monday to Friday Supplemental Pay: Performance bonus Work Location: In person
Job Description This is a full-time on-site role as a Client Relationship Manager - Equity at D.R.SHARE & STOCK BROKERS PVT LTD in Chandigarh. As a Client Relationship Manager, you will be responsible for managing client portfolios, building strong relationships, addressing client inquiries, and providing financial advice to meet client objectives related to equity and brokerage. Qualifications Excellent communication and interpersonal skills Strong analytical and problem-solving abilities Knowledge of financial products and services Customer-oriented and a team player Bachelor's degree in Finance, Business Administration, or related field Office Timings: - Monday to Friday : 08:50 AM - 05:30 PM - Saturday : 10:00 AM - 02:00 PM What We Offer : - Opportunity to build a career in financial services with a reputable brokerage firm - Training and support to develop your skills and knowledge - Collaborative and dynamic work environment Job Types: Full-time, Fresher Pay: ₹13,000.00 - ₹15,000.00 per month Schedule: Day shift Fixed shift Supplemental Pay: Yearly bonus Ability to commute/relocate: Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (Required) Language: English (Required) Location: Chandigarh, Chandigarh (Required) Work Location: In person
Job Description This is a full-time on-site role as a Client Relationship Manager - Equity at D.R.SHARE & STOCK BROKERS PVT LTD in Chandigarh. As a Client Relationship Manager, you will be responsible for managing client portfolios, building strong relationships, addressing client inquiries, and providing financial advice to meet client objectives related to equity and brokerage. Qualifications Excellent communication and interpersonal skills Strong analytical and problem-solving abilities Knowledge of financial products and services Customer-oriented and a team player Bachelor's degree in Finance, Business Administration, or related field Office Timings: - Monday to Friday : 08:50 AM - 05:30 PM - Saturday : 10:00 AM - 02:00 PM What We Offer : - Opportunity to build a career in financial services with a reputable brokerage firm - Training and support to develop your skills and knowledge - Collaborative and dynamic work environment Job Types: Full-time, Fresher Pay: ₹13,000.00 - ₹15,000.00 per month Schedule: Day shift Fixed shift Supplemental Pay: Yearly bonus Ability to commute/relocate: Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (Required) Language: English (Required) Location: Chandigarh, Chandigarh (Required) Work Location: In person
Job Summary: We are looking for a dedicated Recruiter to manage our full-cycle recruitment processes. The ideal candidate will attract top talent, ensure a smooth candidate experience, and help build a strong employer brand for the organisation. Key Responsibilities: Understand manpower requirements for various roles by coordinating with department heads. Write and post job descriptions on relevant portals (Indeed, Naukri, LinkedIn, etc.). Source and screen candidates through job portals, social media, and references. Conduct telephonic and in-person interviews to assess candidate suitability. Maintain candidate data in the database for future hiring needs. Provide timely feedback to candidates at every stage. Negotiate salary and ensure smooth onboarding of selected candidates. Assist in building the employer brand through positive candidate experiences. Maintain recruitment MIS and prepare weekly hiring status reports. Key Requirements: Bachelor’s degree in Human Resources, Business Administration, or relevant field. Proven experience (6 months – 3 years) as a Recruiter or in a similar HR role. Familiarity with job portals and professional social networks (LinkedIn, etc.). Excellent communication and interpersonal skills. Good understanding of recruitment metrics and databases. Job Type: Full-time Pay: ₹13,000.00 - ₹18,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Supplemental Pay: Yearly bonus Language: English (Required)
Job Summary: We are looking for a dedicated Recruiter to manage our full-cycle recruitment processes. The ideal candidate will attract top talent, ensure a smooth candidate experience, and help build a strong employer brand for the organisation. Key Responsibilities: Understand manpower requirements for various roles by coordinating with department heads. Write and post job descriptions on relevant portals (Indeed, Naukri, LinkedIn, etc.). Source and screen candidates through job portals, social media, and references. Conduct telephonic and in-person interviews to assess candidate suitability. Maintain candidate data in the database for future hiring needs. Provide timely feedback to candidates at every stage. Negotiate salary and ensure smooth onboarding of selected candidates. Assist in building the employer brand through positive candidate experiences. Maintain recruitment MIS and prepare weekly hiring status reports. Key Requirements: Bachelor’s degree in Human Resources, Business Administration, or relevant field. Proven experience (6 months – 3 years) as a Recruiter or in a similar HR role. Familiarity with job portals and professional social networks (LinkedIn, etc.). Excellent communication and interpersonal skills. Good understanding of recruitment metrics and databases. Job Type: Full-time Pay: ₹13,000.00 - ₹18,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Supplemental Pay: Yearly bonus Language: English (Required)
The Wealth Manager will be responsible for managing client portfolios, providing financial planning advice, and implementing investment strategies to help clients achieve their financial goals. You will be taking zoom meetings and have good knowledge of Mutual Funds. Key responsibilities include building and maintaining relationships with high-net-worth clients, developing and implementing investment strategies based on client needs, and monitoring market trends to adjust client portfolios accordingly. Qualifications for this role include a Bachelor's degree in Finance, Economics, or a related field, experience in wealth management, private banking, or financial advisory preferred, basic knowledge of investment strategies and financial planning, and excellent communication and relationship management skills. This is a full-time position suitable for both experienced professionals and freshers. The work location is in person at Sector 9D, SCO 14-15, Top Floor, Chandigarh. The working hours are Monday to Friday from 08:50 AM to 05:30 PM and Saturday from 10:00 AM to 02:00 PM with the 4th Saturday off. Benefits include cell phone reimbursement and a performance bonus. The schedule is a fixed day shift from Monday to Friday.,
As a Wealth Manager at D. R. Share & Stock Brokers Pvt. Ltd., located in Sector 9D, SCO 14-15, Top Floor, Chandigarh, your role will involve managing client portfolios, providing financial planning advice, and implementing investment strategies to help clients achieve their financial goals. You will be responsible for building and maintaining relationships with high-net-worth clients, developing and implementing investment strategies based on client needs, and monitoring market trends to adjust client portfolios accordingly. Your job will also involve taking zoom meetings. Key Responsibilities: - Build and maintain relationships with high-net-worth clients. - Develop and implement investment strategies based on client needs. - Monitor market trends and adjust client portfolios accordingly. Qualifications: - Bachelor's degree in Finance, Economics, or a related field. - Experience in wealth management, private banking, or financial advisory preferred. - Basic knowledge of investment strategies and financial planning. - Excellent communication and relationship management skills.,