D.R. Brokers

About the job: This is a full-time on-site role as a wealth manager for mutual funds at D.R. SHARE & STOCK BROKERS PVT LTD in Chandigarh. Key Responsibilities: 1. Managing client portfolios 2. Building strong relationships 3. Addressing client inquiries 4. Providing financial advice to meet client objectives 5. Collaborating with internal teams to ensure a seamless client experience 6. Analyzing client data to identify areas for improvement Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 2,80,000 /year Experience: 1 year(s) Deadline: 2025-08-08 23:59:59 Skills required: Team Management, MS-Excel, Computer skills, English Proficiency (Spoken), Interpersonal skills, Effective Communication, Google Sheets, Google Forms and Organizational Development Other Requirements: 1. Excellent communication and interpersonal skills 2. Strong analytical and problem-solving abilities 3. Knowledge of financial products and services 4. Customer-oriented and a team player 5. Bachelor's degree in finance, business administration, or related field 6. Male candidates preferred 7. Prior mutual fund knowledge About Company: We provide all financial products and solutions under one roof, dealing in equities since 1992 (member of NSE, DP-CDSL). The only company in Haryana besides Gurgaon that has a membership with the National Stock Exchange of India. D.R. Brokers is the oldest and the first company to start stock market trading in Ambala.