Commodity Advisor - PCG

Company Description

Motilal Oswal Financial Services Ltd. (MOFSL), founded in 1987, has grown from a small sub-broking unit into an award-winning financial services firm with a team of over 12,000 members. Headquartered in Mumbai, MOFSL offers a wide range of services, including Private Wealth, Retail Broking, Asset Management, Investment Banking, and Commodity Broking, and serves over 5.2 million customers nationwide through a vast network spanning 550 cities and towns. The company’s research-driven approach, investing nearly 10% of its revenue in equity research, has earned it wide recognition and accolades, such as its induction into the ‘Hall of Fame’ at the 10th Financial Advisory Awards 2019. MOFSL takes pride in its commitment to customer-first values, professional ethics, transparency, and adoption of cutting-edge technology to deliver unparalleled financial solutions.

Role Description

• 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.

Qualifications

• 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.