
Trading & Investment Advisor
5 hours ago
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, ₹400,000.00 per year
Work Location: In person
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