Relationship Executive

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 full

service 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

• Acquire new clients for Trading and Demat accounts through active prospecting
• Generate revenue through brokerage and investment product sales
• Cross-sell equity, derivatives, and advanced brokerage products based on client needs
• Build and maintain strong, long-term relationships with Retail and HNI clients
• Understand client profiles and recommend appropriate investment/trading solutions
• Achieve assigned client acquisition and revenue targets
• Maintain accurate client and sales records as per company process
• Coordinate with internal teams to ensure smooth onboarding and service delivery

Skills & Competencies Required Technical Skills (Good to have)

• Strong understanding of stock market and securities industry
• Basic knowledge of equity, derivatives, and investment products
• Familiarity with sales processes and client acquisition

Behavioural Skills

• Excellent communication and interpersonal skills
• Target-driven with a strong go-getter attitude
• Ability to perform under pressure and meet deadlines
• High learning agility and adaptability
• Customer-centric mindset with strong relationship-building skills

Qualifications

• Any Graduate / Any Postgraduate
• Prior experience in stock broking or financial services is an added advantage
• NISM Certification preferred (or willingness to obtain)
• Freshers with strong interest in financial market

Work Conditions

• Desk-based role (No field work)
• Performance-driven environment
• Fast growth opportunities based on performance

Compensation / Benefits

• 2 Saturdays Off + All Sundays Off
• Exposure to financial markets
• Structured training program for freshers

Skills: good communication,sales enthusiast,easily adaptable,interpersonal communication,client acquisition,go getter attitude