Wealth Management Trainee – Mutual Funds (Entry Level)

Wealth Management Trainee | Mutual Funds | Finance FresherChandigarh — On-SiteKickstart your career inMutual Funds & Wealth ManagementwithDR. Shares & Stock Brokers . This role is perfect forfreshers 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 aWealth Management Traineefor mutual fund operations, SIP planning, market research, and client interactions. You will learn portfolio management, client handling, and investment advisory from experienced professionals.Key ResponsibilitiesConduct 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 ApplyFreshers / 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 HoursMon–Fri: 8:45 AM – 5:30 PM Sat: 10:00 AM – 2:00 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

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