Job Description

PROFILE 1: Experienced Retail Equity Investors
• Experience: Minimum 3+ years of active investing in Stocks, Mutual Funds, or ETFs.
• Activity: Must have done at least 1 transaction in the last 6 months.
• Portfolio Size: Equity portfolio value must be INR 2 Lakhs or above.
• Awareness: Must be aware of the MCX platform.

PROFILE 2: Active Commodity Traders
• Trading Focus: Must actively trade in Commodity Derivatives (Futures/Options) with a mandatory focus on Base Metals (Copper, Zinc, etc.).
• Activity: Must have traded within the last 6 months.
• Portfolio Size: Commodity portfolio value must be INR 2 Lakhs or above.

PROFILE 3: Experienced Financial Brokers / Wealth Managers
• Current Role: Active Commodity/Equity Broker, Sub-broker, Wealth Manager, or RM involved in trading execution.
• Experience: Minimum 5+ years in the broking/trading industry.
• Core Task: Actively advising clients on equity or commodity investments.
• Condition: Must have MCX platform awareness but SHOULD NOT be a registered member/broker with MCX directly.

PROFILE 4: Institutional Investment Professionals
• Organization Type: Currently working with a Mutual Fund (MF), PMS, AIF, Hedge Fund, or Sovereign Wealth Fund.
• Experience & Role: Minimum 3+ years of institutional experience, directly involved in Fund/Portfolio Management or Asset Allocation Strategy.
• Asset Focus: The team must be actively investing in Commodities.
• Company Structure: Organization must have a formal Corporate Governance Board and awareness of MCX.