About the job

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.

Skill(s) required

Management Sales

Earn certifications in these skills

Who can apply

Only those candidates can apply who:

1. have minimum 1 years of experience

2. are from Bikaner only

Other requirements

1. Sales & relationship management

2. Communication & presentation skills

3. Customer service

4. Lead generation & follow-up

5. Negotiation & closing skills

6. MS Office & CRM knowledge

Salary

Probation:

Duration:

Salary during probation:

After probation:

Annual CTC: ₹ 2,00,000 - 2,50,000 /year

Number of openings

About Wethonic Financial Services Private Limited

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.

Relationship Associate - Sales