Role: Relationship Executive – Business Development
Location: Kochi, Kerala
Company: Nivesta Capital Private Limited
Employment Type: Full-Time
Reports to: Business Development Manager
About the Company
Nivesta Capital, an Authorized Person of Arihant Capital, offers a seamless Demat account opening and trusted financial services. We provide personalized solutions through a leading fullservice stockbroker. Beyond clients, we prioritize a supportive work culture where our team thrives and succeeds.
At Nivesta Capital, we don’t just focus on clients - we value our people. We foster a supportive and empowering work environment, where every team member feels respected, motivated, and equipped to succeed.
Job Purpose
The Relationship Executive is responsible for acquiring new clients, driving brokerage revenue, and building long-term client relationships by offering suitable trading and investment solutions. The role contributes directly to business growth through client acquisition, revenue generation, and cross-selling of financial products.
Key Responsibilities
1. Acquire new clients for Trading and Demat accounts through active prospecting.
2. Generate revenue through brokerage and investment product sales.
3. Cross-sell equity, derivatives, and advanced brokerage products based on client needs.
4. Build and maintain strong, long-term relationships with Retail and HNI clients.
5. Understand client profiles and recommend appropriate investment/trading solutions. 6. Achieve assigned client acquisition and revenue targets.
7. Maintain accurate client and sales records as per company process.
8. Coordinate with internal teams to ensure smooth onboarding and service delivery.
Skills & Competencies Required
Technical Skills (Good to have)
1. Strong understanding of stock market and securities industry.
2. Basic knowledge of equity, derivatives, and investment products
3. Familiarity with sales processes and client acquisition
Behavioural Skills
1. Excellent communication and interpersonal skills
2. Target-driven with a strong go-getter attitude
3. Ability to perform under pressure and meet deadlines
4. High learning agility and adaptability
5. Customer-centric mindset with strong relationship-building skills
Qualifications
1. Any Graduate / Any Postgraduate
2. Prior experience in stock broking or financial services is an added advantage NISM Certification preferred (or willingness to obtain)
3. Freshers with strong interest in financial markets.
Work Conditions
1. Desk-based role (No field work).
2. Performance-driven environment
3. Fast growth opportunities based on performance
Compensation / Benefits
1. 2 Saturdays Off + All Sundays Off
2. Exposure to financial markets
3. Structured training program for freshers
Pay: ₹16,000.00 - ₹30,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Provident Fund
Work Location: In person
