Senior Equity Dealer - PCG - Emerald Desk - Pune

Hdfc Securities; Pune District; On-site; INR 2,000,000 - 4,000,000; Full time

Job summary

HDFC Securities in Pune seeks an experienced Ultra HNI Wealth Advisor to manage and trade on behalf of Ultra HNI clients, building elite network relations and delivering expert investment education.

Role focuses on wealth product advisory, client acquisition, and cross-selling premium financial products within the Emerald Desk and elite networks.

Qualifications

• Strong knowledge of capital markets (Equity, Derivatives).
• Excellent relationship management and communication skills.
• Ability to advise on wealth products (Mutual Funds, Insurance, SIP, etc.).

Responsibilities

• Manage and trade on behalf of Ultra HNI clients
• Build and maintain relationships with high-value individuals
• Provide expert advisory and investment education
• Drive client acquisition and cross-sell premium financial products

Skills

Capital markets knowledge

Relationship management

Communication skills

Wealth product advisory

Education

NISM 8

NISM 5A

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