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