Wealth Management Trainee Mutual Funds (Entry Level) D. R . Share & Stock Brokers pvt. Ltd.

0.0 - 3.0 years

0 - 0 Lacs

chandigarh

On-site

You are invited to kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers in Chandigarh. As a Wealth Management Trainee, you will have the opportunity to work on mutual fund operations, SIP planning, market research, and client interactions. This role is tailored for freshers with basic finance knowledge, good English communication skills, and a keen interest in investments. Full training will be provided to candidates who are enthusiastic about learning and personal growth. Key Responsibilities: - Conduct client Zoom meetings & portfolio discussions - Support SIP planning & goal-based recommendations - Track mutual fund performance & market updates - Maint...

Posted 1 month ago

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Wealth Management Trainee Mutual Funds D. R . Share & Stock Brokers pvt. Ltd.

0.0 - 3.0 years

0 - 0 Lacs

chandigarh

On-site

As a Wealth Management Trainee at DR. Shares & Stock Brokers in Chandigarh, you will kickstart your career in Mutual Funds & Wealth Management. This role is ideal for freshers with basic finance knowledge, strong English communication skills, and a keen interest in investments. Full training will be provided to candidates who are enthusiastic about learning and growing in this field. Key Responsibilities: - Conduct client Zoom meetings & portfolio discussions - Support SIP planning & goal-based recommendations - Track mutual fund performance & market updates - Maintain client follow-ups & documentation - Assist advisors in portfolio review & reporting Qualifications Required: - Freshers / 0-...

Posted 1 month ago

AI Match Score

Apply

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