Investment Advisor

About the Company

D. R. Share & Stock Brokers Pvt. Ltd. is a trusted stock broking and wealth advisory firm based in Chandigarh. Operating since 1992, we specialize in mutual fund distribution, investment guidance, and financial planning. We’re currently expanding our team and looking for an Investment Advisor to engage with clients virtually and assist them in building smart investment portfolios.

Key Responsibilities

• Conduct Zoom meetings with prospective clients to explain mutual fund plans.
• Guide clients on investment options based on their goals and risk appetite.
• Address queries and provide clear, professional investment advice.
• Maintain regular follow-ups and long-term client relationships.
• Ensure smooth onboarding and ongoing support for mutual fund investors.

Candidate Requirements

• Good understanding of mutual funds, SIPs, and basic financial planning.
• NISM Series V-A (Mutual Fund Distributor) certification is a plus (not mandatory).
• Strong verbal and written communication in English.
• Confident with Zoom/virtual meetings and remote client handling.
• Motivated, organized, and eager to grow in the investment advisory space.

Salary & Benefits

• Monthly Salary: ₹20,000 to ₹35,000
• Other Benefits:
• Cell phone reimbursement
• Health insurance
• Paid time off
• Training & internal growth opportunities

Office Hours

• Mon–Fri: 8:45 AM – 5:30 PM
• Sat: 10:00 AM – 2:00 PM

Why Join Us?

• Trusted financial brand in North India since 1992
• Inbound leads provided – no lead generation required
• Opportunity to handle clients across India from Day One
• Regular training and career growth in wealth advisory
• Supportive and professional team environment

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Paid time off

Schedule:

• Day shift

Work Location: In person