Sales Manager

ICICI Securities; Wardha; On-site; INR 180,000 - 280,000; Full time

Job summary

ICICI Securities in Maharashtra is seeking a dedicated resource to support the bank-sourced 3-in-1 account initiative and deliver exceptional customer service.

The role involves liaising with ICICI Bank teams, educating customers on 3-in-1 benefits, and ensuring smooth onboarding with a strong emphasis on customer care.

Strong communication, customer focus, and strict adherence to KYC guidelines are essential for success in this position.

Qualifications

• Graduate degree required.

Responsibilities

• Collaborate with ICICI Bank team for 3 in 1 account (savings/salary, trading and demat) in the region.
• Advise and serve customers, prioritizing their needs.
• Provide product and after-sales support to bank teams for customer queries and escalations.
• Meet KYC guidelines by verifying customer documents.

Skills

Good communicator

Customer service orientation

Interpersonal skills

Confident approach

Education

Graduate

Job description

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