Sales Manager
ICICI Securities
Bengaluru, Karnataka, India0–5 yrs2d agovia LinkedIn
About the Role
Work closely with the ICICI Bank team to source for 3-in-1 accounts (combining savings, trading, and demat accounts) in the assigned region, ensuring a customer-first approach.
Key Responsibilities
- Collaborate with the ICICI Bank team for 3-in-1 accounts (combination of savings/salary, trading and demat accounts) in the given region.
- Ensure the right product is advised and sold to the right customer, prioritizing the customer and understanding their needs.
- Provide product and after-sales support to the ICICI Bank team for handling customer queries and escalations.
- Ensure adherence to KYC guidelines by checking all KYC-related documents from customers.
- Educate customers and bank teams on the benefits of investments through a 3-in-1 account.
Qualifications
- Graduate degree.
Skills & Experience
- Good Communicator
- Customer Service Orientation
- Interpersonal Skills
- Confident & positive approach
- Strong communication, customer service orientation, and interpersonal skills.
- Ability to liaise effectively with ICICI bank teams.
- Ability to oversee the account opening process of customers.