About the job:

Wealth Management Trainee Mutual Funds & Investments | Finance Fresher

Chandigarh On-Site Only

Salary: 20,000 25,000 per month (Negotiable)

Kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers. This role is ideal for freshers with basic finance knowledge, good English communication skills, and a strong interest in investments and financial markets.

You will receive complete hands-on training and work closely with senior advisors while gaining exposure to portfolio management, client interaction, SIP planning, and market research.

Local Candidates Preferred

Candidates currently residing in Chandigarh, Mohali, Panchkula, Zirakpur, Kharar, Ambala, or nearby Tricity areas will be given preference.

Candidates from other cities may apply only if they are already in the Tricity region or can join without relocation support.

Role Overview

We are hiring a Wealth Management Trainee who will assist in mutual fund operations, SIP planning, portfolio discussions, and client interaction with HNI investors.

This role offers strong learning exposure in wealth management and investment advisory.

Key Responsibilities

Conduct client Zoom meetings & portfolio discussions with HNI clients

Support SIP planning & goal-based investment recommendations

Track mutual fund performance & market updates

Maintain client follow-ups, reports & documentation

Assist senior advisors in portfolio reviews & analysis

Who Should Apply

Experience

Freshers / 02 years experience

Preferred Education

B.Com

BBA

MBA (Finance)

M.Com

Finance / Banking / Investment related backgrounds

Skills Required

Basic understanding of Mutual Funds, SIPs & financial markets

Good English communication skills

Strong interest in wealth management & client interaction

Preferred (Not Mandatory)

NISM V-A Certification

Internship in finance / stock market / broking firms

Candidates based in Chandigarh / Tricity will be preferred.

Salary & Benefits

20,000 25,000 per month (Negotiable)

Mobile & Internet Allowance

Holidays

Life Insurance

Paid Leaves

Long-term career growth opportunities

Work Hours

Monday Friday: 8:50 AM 5:30 PM

Saturday: 10:00 AM 5:00 PM

4th Saturday Off

How to Apply

Candidates currently based in Chandigarh / Tricity may send their CV to:

recruiter@drbrokers.in

70823 77726

Please mention the following in your email:

Current City

Educational Qualification

Do you have basic knowledge of Mutual Funds / Stock Market? (Yes / No)

#WealthManagementJobs #MutualFunds #FinanceJobs #FinanceFreshers #InvestmentJobs #StockMarketJobs #ChandigarhJobs #TricityJobs #MohaliJobs #PanchkulaJobs #ChandigarhHiring #FreshersJobs

Who can apply:

Only those candidates can apply who:

Salary:
Competitive salary

Experience:
No experience required

Deadline:
2035-01-01 00:00:00