Relationship Executive

Company Description

Wethonic Financial Services, with over 13 years of experience, is a trusted name in equity, commodities, mutual funds, and insurance distribution. We specialize in personalized and innovative solutions to help clients achieve their financial goals. Our dedicated team leverages industry knowledge and cutting-edge investment tools to deliver best-in-class results. At Wethonic Financial Services, we combine expertise with commitment to ensure exceptional service for every client.

Role Description

This is a full-time, on-site position for a Relationship Executive located in Bikaner. The Relationship Executive will be responsible for building and maintaining strong client relationships, understanding client needs, and providing tailored financial solutions. Primary tasks include managing client portfolios, offering expert advice on financial plans, and promoting financial products such as insurance, mutual funds, equities, and commodities. Collaboration with internal teams and achieving sales targets will also be central to the role.

Qualifications

• Strong interpersonal, communication, and relationship management skills
• Knowledge of financial products such as mutual funds, equities, commodities, and insurance
• Sales and negotiation skills to meet and exceed 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