Job Title: Sales cum Back Office Executive
Company: Wethonic Financial Services Pvt. Ltd
Location: Bikaner, Rajasthan
About the Role
We are looking for a dynamic and motivated Sales cum Back Office Executive to join our team at Wethonic, Bikaner. The ideal candidate should have strong communication skills, basic financial knowledge, and the ability to manage both client-facing sales activities as well as back-office operations.
Key Responsibilities
Sales & Client Interaction:
Generate leads and convert them into clients for financial products and services.
Maintain strong client relationships and provide after-sales support.
Explain financial services, products, and offers clearly to potential customers.
Achieve sales targets set by the management.
Back Office Operations:
Handle client documentation, data entry, and maintain accurate records.
Coordinate with the sales and operations team for smooth workflow.
Prepare daily/weekly/monthly sales and operations reports.
Assist in client KYC verification, account updates, and follow-ups.
Requirements
Graduate in Commerce/Finance/Business or any relevant field.
1–3 years of experience in Sales / Back Office / Financial Services preferred.
Strong communication and interpersonal skills.
Good knowledge of MS Office (Excel, Word, PowerPoint).
Ability to multitask, manage time effectively, and work under pressure.
Skills
Customer relationship management
Sales & negotiation skills
Attention to detail in documentation
Basic financial knowledge
Team coordination
What We Offer
Competitive salary + performance incentives
Career growth opportunities in financial services
Friendly and professional work environment
Training and support for career development