Sales Manager

ICICI Securities

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.
• Keep the customer as a priority at all times and seek to understand customer needs and service them.
• Provide product and after-sales support to the ICICI Bank team for handling customer queries and escalations.
• Meet 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.
• Ensure adherence to KYC guidelines.

Requirements & Tech Stack

Key Requirement: Strong communication, customer service orientation, and interpersonal skills, with the ability to liaise effectively with ICICI bank teams and oversee the account opening process of customers.

Qualifications

• Graduate

Skills and Experience

• Good Communicator
• Customer Service Orientation
• Interpersonal Skills
• Confident & positive approach