Trading & Investment Advisor

18 hours ago

Delhi, Delhi, India Rook Capital Consultant Private Limited Full time ₹ 2,50,000 - ₹ 4,00,000 per year

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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