TR Capital | Stock Broker, Mutual Funds & Insurance
Website:
trcapital.in
Job details:
Company Description
TR Capital | Equity Trading & Investment Solutions is a legacy stockbroking and equity investment firm serving investors since 1995 from its base in Hisar, Haryana. As a Business Associate of Motilal Oswal Financial Services Ltd., the firm leverages institutional-grade research, advisory systems, and technology-driven trading platforms. TR Capital supports over 18,000 investors with structured solutions across equities, derivatives, mutual funds, IPOs, bonds, PMS, and AIFs. Guided by experienced professionals, TR Capital operates on the principle: Knowledge First. Execution Follows.
Role Description
The Relationship Manager is a full-time, on-site role based in Hisar, responsible for managing and growing client relationships across trading and investment solutions. The role involves understanding client financial goals, recommending suitable products across equities, derivatives, mutual funds, and other instruments, and ensuring a high standard of client service and engagement. The Relationship Manager will coordinate with research and operations teams to provide market updates, portfolio reviews, and execution support — while onboarding new clients, tracking portfolios, following up on leads, and maintaining regulatory compliance.
Salary & Benefits
- Salary Offered: ₹15,000 – ₹30,000/month (based on experience)
- Fixed salary + performance incentives
- On-the-job training provided
- Career growth in a 30-year established, trusted financial services firm
Qualifications
- Client relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships
- Sales, business development, and cross-selling skills for equity, derivatives, mutual funds, and other market-linked products
- Strong knowledge of capital markets, investment products, and basic financial planning concepts
- Excellent communication and interpersonal skills, including proficiency in English and local languages
- Analytical skills for understanding client portfolios and market trends
- Comfort with trading platforms, CRM tools, and basic MS Office
- Bachelor's degree in Finance, Commerce, Business, Economics, or related field; NISM/NCFM certification is a plus
- Prior experience in broking, wealth management, banking, or financial services preferred; strong freshers welcome
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