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:

- Chance 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:

Chennai, Coimbatore, Kochi (Cochin)

Interested candidates can reach out at - [email protected]

Regards,

Devashree Lad

HR - HDFC Securities Ltd

📌 Senior Equity Dealer - PCG - Emerald Desk - South Region (Kochi)
🏢 HDFC Securities
📍 Kochi