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
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
Job Title: Investment & Trading Relationship Manager (Experience: Minimum 1 Year) Company: Rook Capital Consultant Private Limited Location: 1006–1007, Gopal Heights, D-9, Netaji Subhash Place, Pitam Pura, New Delhi – 110034, India About Us: Rook Capital is one of India’s fastest-growing trading platforms, empowering investors with cutting-edge technology and financial expertise. We offer services across stock markets, algo trading, investments, mutual funds, insurance, and wealth management products. Role Overview: We are looking for a passionate and driven Investment & Trading Relationship Manager who understands financial markets and has a flair for client engagement and sales. The ideal candidate should have knowledge of stock markets, trading, investments, and algo trading , along with basic technical skills (Python/Java preferred) . This role involves building strong client relationships, pitching financial products, and achieving revenue and sales targets. Key Responsibilities: Engage with clients to understand their trading and investment needs. Pitch and promote demat accounts, trading accounts, insurance, TTP, mutual funds, and other financial products . Educate and advise clients about stock market trading, investment strategies, and algo trading opportunities . Meet and exceed assigned sales and revenue targets . Provide excellent relationship management by maintaining long-term client connections. Collaborate with internal teams to improve client onboarding and engagement processes. Keep updated with market trends, trading platforms, and financial products. Required Skills & Qualifications: Minimum 1 year of experience in sales, trading, or financial services. Strong knowledge of stock markets, trading & investments . Awareness/understanding of algo trading concepts. Technical skills in Python, Java, or similar languages (preferred, not mandatory). Excellent communication, client handling, and presentation skills. Ability to work under pressure and achieve sales targets. Graduate/Postgraduate in Finance, Commerce, Economics, or related field (preferred). What We Offer: Competitive salary + attractive performance incentives . Growth opportunities in sales, trading, and financial markets . Exposure to cutting-edge trading technology and algo-based strategies . A dynamic, collaborative, and growth-focused work culture. Job Type: Full-time Pay: ₹250,000.00 - ₹400,000.00 per year Work Location: In person
Job Title: Investment & Trading Relationship Manager (Experience: Minimum 1 Year) Company: Rook Capital Consultant Private Limited Location: 1006–1007, Gopal Heights, D-9, Netaji Subhash Place, Pitam Pura, New Delhi – 110034, India About Us: Rook Capital is one of India’s fastest-growing trading platforms, empowering investors with cutting-edge technology and financial expertise. We offer services across stock markets, algo trading, investments, mutual funds, insurance, and wealth management products. Role Overview: We are looking for a passionate and driven Investment & Trading Relationship Manager who understands financial markets and has a flair for client engagement and sales. The ideal candidate should have knowledge of stock markets, trading, investments, and algo trading , along with basic technical skills (Python/Java preferred) . This role involves building strong client relationships, pitching financial products, and achieving revenue and sales targets. Key Responsibilities: Engage with clients to understand their trading and investment needs. Pitch and promote demat accounts, trading accounts, insurance, TTP, mutual funds, and other financial products . Educate and advise clients about stock market trading, investment strategies, and algo trading opportunities . Meet and exceed assigned sales and revenue targets . Provide excellent relationship management by maintaining long-term client connections. Collaborate with internal teams to improve client onboarding and engagement processes. Keep updated with market trends, trading platforms, and financial products. Required Skills & Qualifications: Minimum 1 year of experience in sales, trading, or financial services. Strong knowledge of stock markets, trading & investments . Awareness/understanding of algo trading concepts. Technical skills in Python, Java, or similar languages (preferred, not mandatory). Excellent communication, client handling, and presentation skills. Ability to work under pressure and achieve sales targets. Graduate/Postgraduate in Finance, Commerce, Economics, or related field (preferred). What We Offer: Competitive salary + attractive performance incentives . Growth opportunities in sales, trading, and financial markets . Exposure to cutting-edge trading technology and algo-based strategies . A dynamic, collaborative, and growth-focused work culture. Job Type: Full-time Pay: ₹250,000.00 - ₹400,000.00 per year Work Location: In person
Job Title: Investment & Trading Relationship Manager (Experience: Minimum 1 Year) Company: Rook Capital Consultant Private Limited Location: 1006–1007, Gopal Heights, D-9, Netaji Subhash Place, Pitam Pura, New Delhi – 110034, India About Us: Rook Capital is one of India’s fastest-growing trading platforms, empowering investors with cutting-edge technology and financial expertise. We offer services across stock markets, algo trading, investments, mutual funds, insurance, and wealth management products. Role Overview: We are looking for a passionate and driven Investment & Trading Relationship Manager who understands financial markets and has a flair for client engagement and sales. The ideal candidate should have knowledge of stock markets, trading, investments, and algo trading , along with basic technical skills (Python/Java preferred) . This role involves building strong client relationships, pitching financial products, and achieving revenue and sales targets. Key Responsibilities: Engage with clients to understand their trading and investment needs. Pitch and promote demat accounts, trading accounts, insurance, TTP, mutual funds, and other financial products . Educate and advise clients about stock market trading, investment strategies, and algo trading opportunities . Meet and exceed assigned sales and revenue targets . Provide excellent relationship management by maintaining long-term client connections. Collaborate with internal teams to improve client onboarding and engagement processes. Keep updated with market trends, trading platforms, and financial products. Required Skills & Qualifications: Minimum 1 year of experience in sales, trading, or financial services. Strong knowledge of stock markets, trading & investments . Awareness/understanding of algo trading concepts. Technical skills in Python, Java, or similar languages (preferred, not mandatory). Excellent communication, client handling, and presentation skills. Ability to work under pressure and achieve sales targets. Graduate/Postgraduate in Finance, Commerce, Economics, or related field (preferred). What We Offer: Competitive salary + attractive performance incentives . Growth opportunities in sales, trading, and financial markets . Exposure to cutting-edge trading technology and algo-based strategies . A dynamic, collaborative, and growth-focused work culture. Job Type: Full-time Pay: ₹250,000.00 - ₹400,000.00 per year Work Location: In person