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Job Title


Wealth Manager


Company : D.R.SHARE & STOCK BROKERS PVT LTD


Location : Chandigarh, Punjab


Created : 2025-07-14


Job Type : Full Time


Job Description

Job Description This is a full-time on-site role as a Wealth Manager for Mutual Funds at D.R SHARE & STOCK BROKERS PVT LTD in Chandigarh. As a Wealth Manager, you will be responsible for managing client portfolios, building strong relationships, addressing client inquiries, and providing financial advice to meet client objectives. Key Responsibilities Excellent communication and interpersonal skills Strong analytical and problem-solving abilities Knowledge of financial products and services Customer-oriented and a team player Bachelor's degree in Finance, Business Administration, or related field Collaborate with internal teams to ensure seamless client experience Analyze client data to identify areas for improvement Requirements: - Minimum 1 year of experience in customer-facing roles, wealth management. - Basic communication and interpersonal skills - Good knowledge of Mutual Funds and financial markets (training provided) - Ability to work in a fast-paced environment - Strong desire to learn and grow in financial services - Good personality and positive attitude - Proficient in computer applications and technology - Punctual and reliable with a strong work ethic - Patient and empathetic with a focus on resolving client queries - Goal-oriented and motivated to deliver exceptional customer service Office Timings: - Monday to Friday : 08:50 AM - 05:30 PM - Saturday : 10:00 AM - 02:00 PM (every Saturday, except 4th Saturday which is off) What We Offer : - Opportunity to build a career in financial services with a reputable brokerage firm - Training and support to develop your skills and knowledge - Collaborative and dynamic work environment Job Types: Full-time, Permanent Pay: ₹22,000.00 - ₹25,000.00 per month