Wealth Manager - Mutual Fund

As a Wealth Manager in Mutual Funds at DR. Shares and Stock Brokers in Chandigarh, you will have the opportunity to leverage your expertise in mutual funds to assist clients in achieving their financial goals. Join us in making a real impact on our clients" financial well-being. **Role Overview:** - Advise clients on suitable mutual fund products based on their financial goals and risk profiles. - Build, maintain, and enhance client relationships through proactive engagement. - Manage client portfolios effectively and monitor fund performance. - Stay informed about mutual fund products, market trends, and compliance requirements. - Ensure client satisfaction by providing professional and ethical financial advice. **Key Responsibilities:** - Education: MBA, BBA, B.Com, or related degree with a preference for Finance. - Experience: Minimum 2 years in wealth management, client relationship management, or mutual fund advisory in an AMC, bank, or broking firm. - Freshers with a strong understanding of mutual funds and markets are encouraged to apply. - Certification: NISM Series V-A (Mutual Fund Distributors Certification) preferred, but mandatory. - Excellent English communication and client-handling skills. - Strong interpersonal, analytical, and relationship-building abilities. - Candidates with an AMC background are preferred. **Qualifications Required:** - Mobile & Internet Allowance - Health Insurance - Paid Leaves & Public Holidays - Career Growth & Continuous Learning Opportunities As part of our team, you will work from Monday to Friday from 8:45 AM to 5:30 PM and on Saturdays from 10:00 AM to 2:00 PM (4th Saturday Off). If you are ready to grow with a trusted financial brand, don't hesitate to apply now or share your CV at recruiter@drbrokers.in. You can also contact us at 70823 77726. #WealthManagement #MutualFunds #Hiring #ChandigarhJobs #FinanceJobs #InvestmentAdvisory,