Commodity Advisor - PCG

Role & responsibilities

• Provide personalized commodity derivatives advisory (futures/options) to HNI/UHNI clients; profile their risk appetite, objectives, and build long term relationships.
• Drive revenue through active client trading, proactive activation of inactive accounts, and achievement of volume/revenue targets.
• Coordinate daily trade execution (online assistance or order placement post consent) while ensuring full regulatory compliance and record maintenance.
• Deliver superior client service by resolving queries/complaints within TAT and coordinating with internal teams for seamless support.

Preferred candidate profile

• 2+ years of experience in a financial advisory, broking, or wealth management firm, specifically dealing with commodities and Equities derivatives.
• Graduate or Post graduate (MBA in Finance/Marketing/ CFTe /CFA)