Job Description
In
This is an Ultra HNI Desk (PBG) role offering a unique opportunity to work with high-value clients and build a strong network within elite financial circles.
Key Responsibilities:
- Manage and trade on behalf of Ultra HNI clients
- Build and maintain relationships with high-value, well-connected individuals
- Provide expert advisory and investment education
- Drive client acquisition and cross-sell premium financial products
Why This Role is Special:
- Opportunity to work with HDFC Securities exclusive Emerald Desk
- Exposure to Ultra HNI clientele and elite networks
- High-impact, relationship-driven role
- Handling premium client portfolios
Candidate Requirements:
- Strong knowledge of capital markets (Equity, Derivatives, Futures & Options)
- Minimum 4+ years of experience handling HNI / Ultra HNI clients
- Excellent relationship management and communication skills
- Ability to advise on wealth products (Mutual Funds, Insurance, SIP, etc.)
- Mandatory certifications: NISM 8 & NISM 5A
- Strong market understanding and investment acumen
Experience Required:
Minimum 3+ years (Wealth / Broking / PMS background preferred)
Work Schedule: Monday To Friday
Fixed Saturdays off
Location: Pune
Interested candidates can reach out at - Devashree.lad@hdfcsec.com
Regards,
Devashree Lad
7738260490
HR - HDFC Securities Ltd.
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