Advisor - PCG ( Commodities & Currency )

QuickTurtle; Surat, Bengaluru, Ahmedabad District; Hybrid; INR 4,50,000 - 6,75,000; Full time

Job summary

A financial services company is seeking a skilled advisor for HNI clients in India. The role involves advising high-net-worth clients on currency and commodity products, activating inactive clients, and managing queries. The ideal candidate should have over 5 years of experience in a commodity broking firm and be well-versed in stock market trends. This position requires shift work and involves achieving business targets through effective client engagement.

Qualifications

• 5+ years of experience in a commodity broking firm.
• Knowledge of stock market and economic trends.
• Comfortable working in shifts.

Responsibilities

• Advise clients on currency and commodity products.
• Handle clients with book sizes of 25 lacs and above.
• Activate clients through effective advisory and follow-ups.

Skills

Advising HNI clients

Deep knowledge of stock market

Customer follow-up

Job description

Responsibilities

• Advising HNI/Ultra HNI clients on currency & commodity products.
• Individually handling clients with the book size of 25 lacs & above.
• Creation of revenue & Activation of clients through effective Advisory.
• Coordinating with clients for their daily trades in Commodity & Currency.
• Help customers to Execute trade online and place orders on behalf of customers.
• Advising clients with requisite information regarding the market condition.
• Activating inactive clients through regular follow up.
• Regularly following-up with clients and handling their queries.
• Achieving the Business target assigned in Terms of, generating revenue, acquiring clients.

Qualifications

• 5 - Years in a Commodity broking firm
• Individuals who possess deep knowledge of the stock market and stay updated with market economics trends.
• Should be comfortable working in Shifts.

Location

Calicut, Trivendrum, GOA, Delhi, Chennai, Hyderabad, Kolkata, Kochi, Mumbai