Sales Executive - Bengaluru

Position Overview

This role involves working closely with ICICI Bank teams to facilitate the account opening process for customers, specifically for the 3-in-1 account that integrates savings, trading, and demat functionalities. The candidate will prioritize customer needs while educating both customers and bank staff about the benefits of these investment products, ensuring full compliance with Know Your Customer (KYC) guidelines.

Key Responsibilities

• Collaborate with ICICI Bank teams within the assigned region to promote the 3-in-1 account.
• Advise customers appropriately by matching the right products to their needs, always prioritizing their interests.
• Provide product knowledge and post-sales support to the bank team, addressing customer queries and resolving any escalations.
• Ensure strict adherence to KYC criteria by thoroughly verifying relevant customer documentation.

Qualifications and Skills

• Must hold a graduate degree.
• Excellent communication skills are essential.
• Strong orientation toward customer service.
• Effective interpersonal skills for engaging with customers and bank teams.
• Maintain a confident and positive attitude throughout interactions.