Sales Manager

ICICI Securities; Ahmednagar; On-site; INR 300,000 - 550,000; Full time

Job summary

ICICI Securities in Shirdi is seeking a frontline coordinator to support the 3-in-1 account initiative, coordinating with ICICI Bank teams and ensuring customer-centric service.

The role emphasizes educating customers on investment benefits, maintaining KYC compliance, and providing timely product guidance in the assigned region.

Qualifications

• Graduate required.
• Strong communication and customer service orientation.
• Experience liaising with bank teams and knowledge of KYC guidelines.

Responsibilities

• Collaborate with ICICI Bank team for 3 in 1 account (savings/salary, trading, demat) in the given region.
• Ensure the right product is advised and sold to the right customer while prioritizing service.
• Provide product and after-sales support to the ICICI Bank team for customer queries and escalations.
• Meet KYC guidelines by checking all KYC documents from customers.

Skills

Good Communicator

Customer Service Orientation

Interpersonal Skills

Confident & Positive Approach

Education

Graduate

Job description

Location: Shirdi

Key Requirement

Strong communication, customer service orientation, and interpersonal skills, with the ability to liaise effectively with ICICI bank teams and oversee account opening process of customers. Educate customers and bank teams on benefits of investments through 3-in-1 account. Ensure adherence to KYC guidelines.

Job Summary

Helps Bank sourcing team for 3-in-1 account combining savings, trading, and demat accounts in the assigned region and ensuring a customer-first approach.

Roles & Responsibilities:

• Incumbent will be responsible to collaborate with ICICI Bank team for 3 in 1 account (combination of savings/salary, trading and demat accounts) in given region
• To ensure right product is advised and sold to right customer. At all times customer should be kept on priority and seek to understand customer needs and service them on priority.
• Product and after sales support to the ICICI Bank team for handling customer queries and escalations if any.
• To meet the KYC guidelines by checking all the KYC related documents from the customers

Qualification:

• Graduate

Skills and Experience:

• Good Communicator
• Customer Service Orientation
• Interpersonal Skills
• Confident & positive approach