Job Description

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: ₹250,000.00 - ₹400,000.00 per year

Work Location: In person