E. S. Jobs
Ghaziabad, Uttar Pradesh

2 E. S. Jobs Jobs and Careers

  • 5 - 11 yrs
  • 25.0 Lac/Yr
  • Mumbai
Wealth Management Customer Relationship
- Develops New and ExistingHigh Net worth (HNI)Customer relationships for priority Business in depth profiling of the clients - Generate business actions across liabilities, assets and fee products - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.- Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.- Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.- Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times.
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Sales Insurance Wealth Management Casa Sales Investment Demat
Cross sell Life insurance and other investment products to customers.Field visit and joint calls with Home loan managers.handling walk in branch customers.coordination with loan department
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About E. S. Jobs


Employee Source is one of the Indias largest and leading manpower consulting and recruitment company.

Service Offered

Recruitment AgencyManpower Services

Industries we serve

Accounting Automobile Call Centre Journalism Hospitals Hotel Industrial IT Hardware Other Pharma Railways Tyre Urban Transport

E. S. Jobs

  • GC- 42, Gold Crest, Aditya Mega City,Indirapuram, Ahinsa Khand 1, Indirapuram, Ghaziabad, Uttar Pradesh 201010

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