Wealth Management Trainee– Mutual Funds | Freshers Welcome

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.
Location
Chandigarh | 100% On-Site
Only Tricity candidates will be considered:
Chandigarh | Mohali | Panchkula
About the Role
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.
Key Responsibilities
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.
What We Are Looking For
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.
Ideal Candidate
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.
Training & Career Development
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.
Work Environment
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
About D.R. Share & Stock Brokers Pvt. Ltd.
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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Work arrangement
No