Relationship Manager Dealing
2 weeks ago
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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