Sales Manager

ICICI Securities; Morbi; On-site; INR 350,000 - 600,000; Full time

Job summary

ICICI Securities seeks a Sales Manager to drive 3-in-1 account initiatives in the Gujarat region, coordinating with ICICI Bank teams to open and service accounts. The role emphasizes strong communication, customer-first service, and adherence to KYC guidelines.

You will educate customers and bank teams on the benefits of 3-in-1 investments and ensure appropriate product recommendations while meeting service standards across the sales cycle.

Qualifications

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

Responsibilities

• Collaborate with ICICI Bank team for 3-in-1 accounts (savings/salary, trading, demat) in the assigned region.
• Advise and sell the right product; keep customers as priority and understand their needs.
• Provide product and after-sales support to ICICI Bank for customer queries and escalations.
• Meet KYC guidelines by checking all required 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