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ICICI Securities is seeking a proactive professional to support the bank sourcing team in promoting the 3-in-1 account—savings, trading, and demat—within the assigned region. The role emphasizes a customer-first approach and effective liaison with ICICI Bank teams to ensure smooth onboarding.
The candidate will advise on the right products, provide after-sales support to resolve queries, and strictly follow KYC guidelines while delivering excellent service to customers.
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.