PBG Desk (Emerald) - UHNI / HNI clients - Pune

Hdfc Securities; Pune District; On-site; INR 1,080,000 - 1,320,000; Full time

Job summary

HDFC Securities is hiring a Senior Relationship Manager for the Emerald Desk in Pune. You will manage Ultra HNI/HNI/NRI client relationships, execute trades, and drive growth on a flagship desk.

Ideal candidate has 3+ years in wealth/broking, NISM VIII, and strong market knowledge to cross-sell investment products. Join a prestigious desk and advance your wealth management career.

Qualifications

• Experience in Wealth Management/Broking/HNI Relationship Management
• NISM Series VIII Certification
• Strong market knowledge and client handling skills
• Equity dealing/terminal handling experience

Responsibilities

• Execute trades on behalf of clients
• Manage and grow client relationships
• Acquire new clients and cross-sell investment products
• Conduct client meetings and branch visits

Skills

Relationship management

Wealth management

HNI client handling

Client acquisition

Cross-selling

Trading / equity

Market knowledge

Education

NISM Series VIII Certification

Tools

Trading terminals

Equity analysis tools

Job description

HDFC Securities - Hiring: Senior Relationship Manager - PBG Emerald Desk

Location: Pune
Experience: 3+ Years
CTC: Up to 12 LPA

Join the prestigious Emerald Desk at HDFC Securities and work with Ultra HNI/HNI/NRI clients.

Eligibility (Mandatory):

Experience in Wealth Management/Broking/HNI Relationship Management
NISM Series VIII Certification
Strong market knowledge and client handling skills
Equity dealing/terminal handling experience

Key Responsibilities:

• Execute trades on behalf of clients
• Manage and grow client relationships
• Acquire new clients and cross-sell investment products
• Conduct client meetings and branch visits

Why Join Us?

Work with premium clients
Accelerate your wealth management career
Be part of a top-performing flagship desk