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 .