We are looking for a motivated Private Banking Relationship Officer in Contai with 1-3 years of experience to manage HNW/UHNW clients and provide personalized financial solutions. This role focuses on building strong client relationships, offering financial advice, and driving business development.

Post:  Relationship Officer (1-3 Years Experience)

Seniority Level: Mid-Senior Level

Location: Contai, West Bengal

Employment Type: Full-time

Job Function: Sales, Business Development, Finance

Industries: Private Banking, Investment Banking, Financial Services

Key Responsibilities:

• Act as the main point of contact for HNW/UHNW clients of Contai.
• Build and maintain strong client relationships through regular communication.
• Provide tailored financial advice, portfolio management, and wealth planning.
• Expand client base by identifying and pursuing new business opportunities.
• Cross-sell banking products like loans, insurance, and mortgages.

Skills & Qualifications:

• 2-4 years of experience in banking or financial services in West Bengal.
• Excellent communication and relationship-building skills.
• Knowledge of wealth management and financial products.

Future Growth Opportunity