Relationship Manager Dealing

1 day ago

Delhi, India Rook Capital Consultant Private Limited Full time

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 with subject "Application – Relationship Manager (Broking)".
Office: 1006–1007, Gopal Heights, D-9, NSP, Pitampura, Delhi | Mob:

Job Types: Full-time, Fresher

Pay: ₹11, ₹36,014.68 per month

Benefits:

  • Cell phone reimbursement

Education:

  • Bachelor's (Preferred)

Work Location: In person

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