Wealth Management Trainee– Mutual Funds | Freshers Welcome

D.R. Share & Stock Brokers Pvt. Ltd. is hiring a Wealth Management Associate for our Chandigarh office.

This is an entry-level opportunity for fresh graduates who have a genuine interest in Stock Markets, Mutual Funds and Investments, enjoy interacting with people, and want to build a long-term career in Wealth Management and Client Relationships.

Chandigarh | 100% On-Site

Only Tricity candidates will be considered:

Chandigarh | Mohali | Panchkula

You will work in a client-focused wealth management environment, developing the knowledge and skills required to become a professional Wealth Management / Client Relationship professional.

You do not need prior wealth management experience. We will provide training on our products, processes, investment concepts and client-handling approach.

• Interact professionally with existing clients and understand their requirements.
• Assist with client queries and investment-related discussions.
• Develop an understanding of Mutual Funds, SIP, STP, SWP and Lump Sum investments.
• Participate in client meetings and Zoom discussions.
• Maintain strong and professional client communication.
• Coordinate with internal advisory and operations teams.
• Support client engagement and relationship management activities.
• Gradually develop into an independent client-facing Wealth Management professional.
  

• Fresh graduates / candidates with 0–2 years of experience.
• Genuine interest in Stock Markets, Mutual Funds and Investments.
• Basic understanding of Mutual Funds and investment concepts.
• Strong English communication skills.
• Comfortable speaking with clients and interacting with people.
• Confident, presentable and professional personality.
• Good learning attitude and willingness to develop financial product knowledge.
• Graduate / Postgraduate mandatory.
  

This role would suit someone who:

• Follows or takes an interest in the stock market and financial markets.
• Has basic knowledge of Mutual Funds and wants to learn more.
• Enjoys talking to people and building relationships.
• Wants a client-facing career rather than a back-office-only role.
• Wants to build a long-term career in Wealth Management, Mutual Funds and Client Relationship Management.
  

We will train you in:

• Mutual Funds & investment products
• SIP, STP, SWP & Lump Sum investments
• Understanding client requirements
• Client relationship management
• Investment-focused client conversations
• Client meetings & Zoom discussions
• Professional communication
• Wealth management processes and workflows

The objective is to develop you from an entry-level Wealth Management Associate into a skilled, client-focused Wealth Management professional.

• 100% office-based
• Existing client environment
• No cold calling
• No field work
• Client-focused role
• Exposure to Senior Management
• AI-driven systems & workflows
• Full-time, permanent position

34+ Years | 4,000+ Clients | 9+ Countries | 64+ Cities

Member – NSE & BSE | A Global Wealth Partner

Important: This position is based in Chandigarh and is strictly for candidates currently based in Chandigarh, Mohali or Panchkula.

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