Relationship Manager Dealing

Relationship Manager – Broking & Investments

Company: Rook Capital Consultants Pvt. Ltd.
Location: NSP, Pitampura, New Delhi (On-site)
Type: Full-time

About the Role

Own client relationships end-to-end—acquire, onboard, advise, and drive revenue across broking, third-party products, and our algo-trading subscriptions/strategies.

Key Responsibilities

• Open Demat/Trading accounts and complete KYC smoothly
• Generate brokerage revenue; drive third-party (MFs, bonds, PMS/ALO, insurance)
• Promote Algo Trading subscriptions and strategy selling (explain value, onboard, retain)
• Unlisted/Pre-IPO opportunities: educate and facilitate compliant transactions
• Conduct regular client meetings/calls, portfolio reviews, upsell/cross-sell
• Track pipeline in CRM; meet monthly targets and maintain compliance with SEBI/Exchange rules

Must-Have Qualifications

• Min. 1 year experience in broking/wealth/financial sales
• NISM Series VIII (Equity Derivatives) preferred (or willingness to clear quickly)
• Working knowledge of derivatives (F&O) and market basics
• Strong client handling, communication, and presentation skills
• Comfortable with field/client meetings and revenue targets
• Basic Excel/CRM proficiency; English & Hindi fluency

Good to Have

• Existing client book / local network
• Exposure to algo trading tools/platforms
• NISM V-A (Mutual Fund) / Insurance certifications

Compensation & Benefits

• Competitive fixed + high incentives (performance-linked)
• Training on algo strategies & platforms
• Rapid growth pathway for consistent performers

How to Apply

Email your resume to info@rookcapital.in with subject “Application – Relationship Manager (Broking)”.
Office: 1006–1007, Gopal Heights, D-9, NSP, Pitampura, Delhi 110034 | Mob: 8860380104

Job Types: Full-time, Fresher

Pay: ₹11,549.37 - ₹36,014.68 per month

Benefits:

• Cell phone reimbursement

Education:

• Bachelor's (Preferred)

Work Location: In person