We are seeking a motivated and dynamic Relationship Officer to join our team in Haryana and Punjab. The ideal candidate will be responsible for driving sales and managing client relationships, particularly focusing on CASA (Current Account and Savings Account) products. This role requires a proactive approach to field sales and the ability to engage with high-net-worth individuals (HNI) to understand their financial needs and provide tailored solutions.

Key Responsibilities:
Develop and maintain strong relationships with clients to ensure high levels of customer satisfaction and retention.
Conduct field sales activities to promote CASA products and services, ensuring targets are met.
Identify and pursue current business opportunities within the HNI segment.
Provide expert advice on mutual funds and other financial products to clients.
Collaborate with internal teams to ensure seamless service delivery and client support.




Prepare and present sales reports and forecasts to management.

Required Skills:
Proven experience in sales, particularly in the banking or financial services sector.
Strong understanding of CASA products and HNI client handling.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Knowledge of mutual funds and investment products is a plus.

If you are passionate about sales and client relationship management, and you thrive in a fast-paced workplace, we encourage you to apply for this exciting chance as a Relationship Officer. Join us in helping our clients achieve their financial goals while advancing your career in the banking sector.

📌 Relationship Officer Hoshiarpur
🏢 CUBETIQ CONSULTING SERVICES
📍 Hoshiarpur