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ICICI Securities is seeking a customer-focused professional to support the 3-in-1 account initiative (savings, trading, demat) in the Belagavi region of Karnataka. The role emphasizes liaising with ICICI Bank teams, educating customers on benefits, and ensuring KYC compliance.
The incumbent will collaborate with the bank team, advise suitable products, provide after-sales support, and keep customer interests at the forefront while meeting documentation standards.
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.