Sales Manager

ICICI Securities Limited; Bathinda; On-site; INR 250,000 - 450,000; Full time

Job summary

ICICI Securities Limited in Bathinda is seeking a customer-focused professional to support the 3-in-1 account initiatives with ICICI Bank. You will liaise with bank teams to educate customers and ensure smooth account opening while adhering to KYC guidelines.

The role emphasizes strong communication, service orientation, and a confident, positive approach to understand customer needs, provide after-sales support, and ensure the right product is offered to the right customer in the designated

Qualifications

• Graduate with strong communication and interpersonal skills.
• Experience in customer service is a plus.

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, 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-related documents from customers.

Skills

Communication

Customer service

Interpersonal skills

Confidence

Education

Graduate

Job description

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.

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