Wealth Management Trainee | Mutual Funds | Finance FresherChandigarh — On-SiteKickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers. This role is perfect for freshers who have basic finance knowledge, good English communication, and a strong interest in investments. Full training provided for candidates who are eager to learn and grow.Role OverviewWe are hiring a Wealth Management Trainee for mutual fund operations, SIP planning, market research, and client interactions. You will learn portfolio management, client handling, and investment advisory from experienced professionals.Key Responsibilities- Conduct client Zoom meetings & portfolio discussions - Support SIP planning & goal-based recommendations - Track mutual fund performance & market updates - Maintain client follow-ups & documentation - Assist advisors in portfolio review & reportingWho Should Apply- Freshers / 0–2 yrs experience (Finance / Commerce / Banking / MF / Broking) - Basic understanding of mutual funds, SIPs & investments - Good English communication is mandatory - Strong interest in wealth management, financial markets & client handling - Preferred but not required: NISM V-A, finance internshipsSalary & Benefits- ₹15,000–₹25,000/month (Negotiable) - Mobile & Internet allowance - Health Insurance | Paid Leaves | Career Growth OpportunitiesWork Hours- Mon–Fri: 8:50 AM – 5:30 PM - Sat: 10:00 AM – 5:00 PM - 4th Sat OffHow to ApplySend your CV to: recruiter@Contact: 70823 77726#MutualFundsJobs #WealthManagementJobs #FinanceTrainee #FinanceFresher #FreshersHiring #EntryLevelJobs #InvestmentJobs #FinanceCareers #PortfolioManagement #ChandigarhJobs #TricityJobs #HiringNow
Job Title
Wealth Management Trainee – Mutual Funds (Entry Level)