Advisor- PCG (Commodities & Currency)

QuickTurtle is looking for an experienced and dynamic Advisor - PCG (Commodities & Currency) to join our team. In this role, you will be responsible for providing expert advice to High Net Worth (HNI) and Ultra HNI clients on commodity and currency products, driving revenue, and ensuring exceptional client service.

Key Responsibilities

• Advising HNI / Ultra HNI clients on their investments in currency and commodity products.
• Individually handling clients with a book size of ₹25 lacs and above.
• Driving revenue generation and client activation through effective advisory services.
• Coordinating directly with clients for their daily trades in Commodity & Currency segments.
• Assisting customers to execute trades online and placing orders on behalf of customers when required.
• Advising clients with requisite information regarding current market conditions and trends.
• Activating inactive clients through proactive and regular follow-ups.
• Regularly following-up with clients and effectively handling their queries to ensure satisfaction.
• Achieving assigned business targets in terms of generating revenue and acquiring new clients.

Candidate Profile

Skills Required

Market Knowledge, Stock Market, Market Trend Analysis, Revenue Generation, Client Interaction, Advisory Services