Wealth Management Trainee Mutual Funds

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 / 0-2 years of experience in Finance, Commerce, Banking, Mutual Funds, or Broking - Basic understanding of mutual funds, SIPs & investments - Good English communication skills - Strong interest in wealth management, financial markets & client handling - Preferred but not required: NISM V-A, finance internships Salary & Benefits: - Salary: 15,000-25,000/month (Negotiable) - Additional perks: Mobile & Internet allowance, Health Insurance, Paid Leaves, Career Growth Opportunities Work Hours: - Mon-Fri: 8:45 AM - 5:30 PM - Sat: 10:00 AM - 2:00 PM - 4th Sat Off To apply, send your CV to recruiter@drbrokers.in. For any queries, contact 70823 77726.,