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 current 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 interperson