Relationship Executive Job ID: 367960

Bellcurve Broking Private Limited; Ernakulam; On-site; INR 300,000 - 520,000; Full time

Benefits offered by this job

Two Saturdays off

All Sundays off

Exposure to financial markets

Structured training for freshers

Job summary

Nivesta Capital Private Limited is seeking a Relationship Executive – Business Development in Kochi, Kerala. The role focuses on acquiring new clients, driving brokerage revenue, and building strong client relationships with tailored trading and investment solutions.

The candidate will cross-sell equities and derivatives while maintaining accurate records and meeting targets, reporting to the Business Development Manager in a desk-based, performance-driven environment.

Qualifications

• Graduate or postgraduate with interest in financial markets.
• Prior stock broking or financial services experience is an advantage.
• NISM certification preferred or willingness to obtain.

Responsibilities

• Acquire new clients for Trading and Demat accounts through prospecting.
• Generate revenue through brokerage and investment product sales.
• Cross-sell equity, derivatives, and brokerage products.
• Build and maintain relationships with Retail and HNI clients.
• Understand client profiles and recommend investment solutions.
• Meet client acquisition and revenue targets.
• Maintain accurate client and sales records; coordinate onboarding.

Skills

Communication skills

Interpersonal skills

Target-driven

Customer-centric

Learning agility

Education

Any Graduate / Any Postgraduate

NISM Certification preferred

Tools

Stock market knowledge

Familiarity with sales processes

Job description

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