QuintEdge
Finance Jobsby QuintEdge

Senior Relationship Manager - PBG (Emerald) Desk - HNI / UHNI

HDFC Securities

Ahmedabad, Gujarat

Full TimePortfolio ManagementEasy Apply

Posted 12 June 2026

Job description

Job Description : Trading on behalf of the clients Building relationships with clients & educating them about Investments Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Client meetings and bank branch visits as per goal sheet. Specialized Activities: Executing Trade Orders. Advising Clients based on Research Report. Required Criteria: Graduation is must. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) Stock Ma…