Role Overview: As a Relationship Executive at Wethonic Financial Services in Bikaner, you will play a crucial role in building and maintaining strong client relationships. Your main responsibilities will include understanding client needs, managing portfolios, offering expert financial advice, and promoting various financial products. Success in this role will require collaboration with internal teams and achieving sales targets. Key Responsibilities: - Build and maintain strong client relationships - Understand client needs and provide tailored financial solutions - Manage client portfolios effectively - Offer expert advice on financial plans - Promote financial products such as insurance, mutual funds, equities, and commodities - Collaborate with internal teams to ensure client satisfaction - Achieve and exceed sales targets Qualifications Required: - Strong interpersonal, communication, and relationship management skills - Knowledge of financial products including mutual funds, equities, commodities, and insurance - Sales and negotiation skills to meet targets - Customer service orientation with the ability to understand client needs - Proficiency in basic financial concepts, tools, and technology - Ability to work independently in a fast-paced, dynamic environment - Bachelor's degree in Finance, Business Administration, or a related field - Prior experience in financial services, sales, or client management is a plus,

More Jobs at Wethonic Financial Services

Relationship Executive

bikaner, rajasthan, india

13.0 - 13.0 yrs

Salary: Not disclosed

Relationship Executive

bikaner, rajasthan

1.0 - 5.0 yrs

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Wethonic Financial Services

Login to

Please Verify Your Phone or Email

Confirm Action

Relationship Executive