Wealth Manager - Mutual Funds

Full-time Operations Specialties Managers

Wealth Manager - Mutual Funds (Banking Professionals Preferred)

📍 Chandigarh (On-Site)

💰 ₹30,000 – ₹50,000/month

DR. Shares & Stock Brokers is hiring an experienced Wealth Manager to join our Wealth Management team in Mutual Fund vertical.

This opportunity is ideal for professionals currently working in private banks who enjoy interacting with clients and want to build a long-term career in Wealth Management.

Key Responsibilities

• Conduct client meetings and portfolio reviews

• Guide clients on Mutual Funds & SIPs

• Build long-term client relationships

• Deliver exceptional client service

• Coordinate with the Wealth Management team

Requirements

✔ 4–6 years' experience in Banking / Wealth Management / Financial Services

✔ Excellent English communication

✔ Professional personali...