About the job
We are looking for a dynamic and results-oriented Relationship Associate - Sales to join our team. The ideal candidate will acquire new customers, promote financial products, maintain client relationships, and meet assigned sales targets.
A. Key responsibilities
1. Generate leads through calls, referrals, and other sales activities.
2. Acquire new clients for Demat Accounts, Mutual Funds, Insurance, and other financial products.
3. Understand customer requirements and recommend suitable investment solutions.
4. Build and maintain long-term relationships with clients.
5. Follow up with prospective customers and convert leads into business.
6. Achieve monthly sales targets and business objectives.
7. Maintain accurate records of customer interactions in the CRM.
8. Coordinate with internal teams to ensure smooth onboarding and service delivery.
9. Stay updated on financial products, market trends, and company offerings.
B. Why Join Wethonic?
Career growth in the financial services industry.
Continuous learning and skill development.
Performance-based rewards and incentives.
Collaborative and professional work culture.
C. Additional details
1. Salary & Benefits
CTC: 14,000 - 18,000 per month (Based on experience)
2. Working Days & Timings
Monday to Friday: 9:30 AM - 6:30 PM
Saturday: 10:00 AM - 6:00 PM
3. Benefits
Provident Fund
Work Location: In person
Who can apply
Only those candidates can apply who
Show the full description
have minimum 1 years of experience
are from Bikaner only
Salary
₹ 2,00,000 - 2,50,000 /year
Experience
1 year(s)
Deadline
2026-11-25 23:59:59
Skills required
Sales, Marketing and Field Sales
Other Requirements
1. Graduate in any discipline (MBA preferred but not mandatory).
2. Freshers with excellent communication skills can apply.
3. 0–2 years of experience in Sales, Banking, Insurance, Financial Services, or Customer Relationship Management.
4. Strong communication, negotiation, and interpersonal skills.
5. Target-oriented with a positive attitude and willingness to learn.
6. Sales & Relationship Management
7. Communication & Presentation Skills
8. Customer Service
9. Lead Generation & Follow-up
10. Negotiation & Closing Skills
11. MS Office & CRM Knowledge
About Company
Wethonic Financial Services Private Limited is a dynamic financial services company specializing in investment management, wealth advisory, and corporate financial solutions. Committed to innovation and client-centric strategies, Wethonic provides tailored financial planning, risk management, and capital growth services to individuals and businesses. With a strong emphasis on integrity, transparency, and cutting-edge financial solutions, the company aims to empower clients in achieving their financial goals efficiently.