Relationship Associate Sales
Wethonic Financial Services
Bikaner, Rajasthan, IndiaFresher1h agovia LinkedIn
About the Role
The Relationship Associate Sales role is a full-time, on-site position based in Bikaner.
Key Responsibilities
- Engage with existing and potential clients.
- Understand client financial needs.
- Recommend suitable products across equity, commodities, mutual funds, and insurance.
- Schedule and conduct client meetings.
- Explain product features and benefits.
- Process applications and documentation.
- Ensure timely follow-up to maintain strong client relationships.
- Support sales campaigns.
- Collaborate with internal teams to resolve client queries.
- Contribute to achieving individual and branch sales targets.
- Uphold compliance and service standards.
Requirements & Tech Stack
- Ability to build and maintain strong client relationships.
- Excellent interpersonal and customer service skills.
- Strong communication skills in English and local languages, including clear presentation and negotiation capabilities.
- Basic understanding of financial products such as equities, commodities, mutual funds, and insurance, or interest in learning about them.
- Proficiency in using computers and productivity tools (e.g., email, spreadsheets, CRM or sales tracking systems).
- Goal-oriented mindset with the ability to meet sales targets.
- Ability to work effectively in a fast-paced environment.
- Sound ethical judgment.
- Attention to detail.
- Adherence to regulatory and company policies.
- Willingness to work on-site in Bikaner.
- Willingness to engage in regular client visits within the region.
Qualifications
- Bachelor’s degree in business, finance, commerce, or a related field preferred.
- Relevant sales or financial services experience is an advantage.