Live opening · Posted 10 days ago
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Wealth Advisor – Mutual Funds | HNI Client Relationships
D.R. Share & Stock Brokers Pvt. Ltd. is hiring experienced professionals for Wealth Advisor / Senior Advisor roles in our Chandigarh office.
Role Highlights
No Cold Calling | No Field Work
Work with existing & inbound clients
Exposure to HNI & affluent client relationships
Direct Senior Management Exposure
AI-driven systems & workflows
100% On-Site | Full-Time | Permanent
Key Responsibilities
Manage and strengthen relationships with existing HNI / affluent clients.
Handle client queries and investment-related discussions.
Provide guidance on Mutual Funds – SIP, STP, SWP & Lump Sum.
Conduct client meetings and coordinate with internal advisory teams.
Maintain professional client communication and relationship records.
Candidate Profile
2–7 years of experience in Banking, Priority Banking, Wealth Management, AMC, Mutual Funds or Financial Services.
Strong understanding of Mutual Funds and investment products.
HNI / affluent client handling experience preferred.
Excellent English communication and client-handling skills.
Graduate / Postgraduate mandatory.
NISM preferred, not mandatory.
Confident, professional and result-oriented approach.
Compensation & Location
CTC: ₹2,40,000 – ₹5,00,000 per annum
(Based on experience)
Location: Chandigarh | 100% On-Site
Experience: 3–7 Years
Employment Type: Full-Time | Permanent
About D.R. Brokers
34+ Years | 4,000+ Clients | 9+ Countries | 64+ Cities
Member – NSE & BSE | A Global Wealth Partner
📩 Apply: recruiter@drbrokers.in
📞 Contact: 70823-77726
Grow your career. Create more possibilities.
Work arrangement
No
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