Sales Manager

ICICI Securities; Kapurthala, Surat; On-site; INR 420,000 - 900,000; Full time

Job summary

ICICI Securities is seeking a Sales Manager to strengthen the 3-in-1 account offering by coordinating with ICICI Bank teams, educating customers about benefits, and guiding account openings in the assigned region. You will ensure KYC compliance, deliver strong customer service, and translate customer needs into suitable investment solutions, while maintaining a customer-first approach.

Role requires graduate education, excellent communication, and the ability to work cross-functionally in a

Qualifications

• Strong communication and interpersonal skills with ability to liaise with ICICI Bank teams.
• Customer service orientation with a focus on understanding customer needs.
• Ability to educate customers and bank teams on investment benefits via 3-in-1 accounts.
• Ensure adherence to KYC guidelines.

Responsibilities

• Collaborate with ICICI Bank team for 3 in 1 account openings in the assigned region.
• Advise and sell the right products while prioritizing customer needs.
• Provide product and after-sales support to bank teams for queries and escalations.
• Meet KYC guidelines by verifying customer documents.

Skills

Good Communicator

Customer Service Orientation

Interpersonal Skills

Confident & positive approach

Education

Graduate

Job description

JD Sales Manager

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