CHANDIGARH · FULLTIME
Wealth Advisor - Mutual Funds | HNI Client
D R Share & Stock Brokers
Chandigarh · onsite · Posted 2d ago
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Section · 01
About this role
Wealth Advisor - Mutual Funds - HNI Client Relationship
Location: Chandigarh
Experience: 5 to 10 Years
Salary: Up to 40,000/month (Negotiable)
About the Role
We are a 33+ year-old wealth management and financial services firm based in Chandigarh, serving HNI and affluent clients.
We are looking for an experienced client-facing professional from Banking / Priority Banking / Wealth Management to join our team as a Wealth Manager.
- 100% Office-Based
- No Field Work
- No Cold Calling
- Inbound & Existing Clients
Key Responsibilities
- Manage relationships with HNI and affluent clients
- Conduct client meetings through Zoom and digital platforms
- Understand client investment requirements
- Provide mutual fund advisory SIP, STP, SWP & Lump Sum
- Review client portfolios and recommend suitable solutions
- Build long-term client relationships
- Deliver a premium client experience
Ideal Candidate
We especially welcome applications from:
- Banking Relationship Managers
- Priority / Preferred / Privilege Banking RMs
- Wealth Managers
- HNI / Affluent Relationship Managers
- Private Banking professionals
- Mutual Fund / AMC professionals
- Stock Broking / Wealth Management professionals
Requirements:
- 5 - 10 years of experience in banking / AMC or Broking
- Strong professional English communication
- Confident and polished personality
- Excellent client-handling and relationship-building skills
- HNI / affluent client experience preferred
- Graduate / Postgraduate mandatory
- NISM preferred, not mandatory
- Chandigarh / Mohali / Panchkula candidates preferred
Women returning to work are welcome
What We Offer
- Up to 40,000/month (Negotiable)
- No Field Work / No Cold Calling
- Inbound & Existing Client Opportunities
- HNI Client Exposure
- Structured Working Hours
- 4th or 2nd Saturday Off
- Professional, Stable Work Environment
- AI-Driven Systems & Automated Workflows
- Direct Exposure to Senior Management
- Long-Term Career Growth
Working Hours:
Mon to Fri: 8:50 AM - 5:30 PM
Saturday: 10:00 AM - 5:00 PM
4th or 2nd Saturday Off
Immediate Joiners Preferred | Notice Period Candidates Also Considered
Apply: [email removed]
Call / WhatsApp: [phone removed]
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Section · 02