Wealth Manager

Job Title: Wealth Manager – Mutual Fund Department

Salary: ₹30,000 – ₹50,000 per month (negotiable for the right candidate)

Location: Chandigarh
Company: D.R. Shares & Stock Brokers Pvt. Ltd.
Job Type: Full-Time | On-site
Experience: 1–2 Years (AMC/Mutual Fund Industry Preferred)

Job Overview:

We are seeking a qualified and client-focused Wealth Manager to join our growing Mutual Fund Department. The ideal candidate will have a strong background in mutual funds, preferably from an AMC or wealth management firm, and a proven ability to manage high-net-worth client relationships. You will be responsible for understanding client financial goals, recommending suitable mutual fund products, and offering comprehensive investment solutions tailored to each client’s needs.

Key Responsibilities:

• Manage and grow a portfolio of HNI and retail mutual fund clients.
• Understand clients’ financial objectives and risk appetite to provide personalized investment solutions.
• Conduct regular portfolio reviews and suggest rebalancing strategies based on market trends.
• Maintain up-to-date knowledge of mutual fund products, performance metrics, and regulatory changes.
• Offer end-to-end wealth management support, including SIP planning, goal-based investing, and tax-saving strategies.
• Ensure a high level of service and prompt resolution of client queries.
• Coordinate with AMCs and internal teams for smooth transaction processing and reporting.
• Maintain accurate records of client interactions and investment recommendations.

What We’re Looking For:

• Graduate/Post-Graduate in Finance, Commerce, or a related field.
• 1–2 years of experience in mutual funds/wealth management; AMC background strongly preferred.
• In-depth understanding of mutual fund products, asset classes, risk profiling, and portfolio diversification.
• Strong communication, advisory, and interpersonal skills.
• Client-first approach with the ability to build and maintain trusted long-term relationships.
• AMFI/NISM Mutual Fund Certification is highly preferred.

What Else Are We Looking For?

• Experience handling HNI clients or investors with large AUMs.
• Sound understanding of financial planning and investment strategies.
• Self-driven, with the ability to work independently and manage time effectively.
• Familiarity with financial tools and reporting software (Excel, MF platforms, etc.).
• Ethical and professional conduct in handling investments and confidential data.
• Analytical mindset and attention to detail.
• Willingness to upskill and grow with the organization.

Salary & Benefits:

• Salary: ₹30,000 – ₹50,000 per month (negotiable for the right candidate)
• Mobile Reimbursement
• Health Insurance
• Training & Development Programs
• Performance-Based Growth Opportunities
• Friendly & Supportive Work Culture

Work Schedule:

• Timings: 8:45 AM to 5:30 PM
• Saturday: 10:00 AM – 2:00 PM
• 4th Saturday: Off

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹50,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Internet reimbursement
• Paid sick time
• Paid time off

Work Location: In person