Role Summary:
- The Regional Head – Acquisition will lead the acquisition business for the assigned region by managing a team of Sales Managers in partnership with ICICI Bank. The role is responsible for driving the acquisition of ICICI 3-in-1 (Savings, Demat & Trading) accounts, achieving business targets, strengthening relationships with key stakeholders, and ensuring an exceptional customer onboarding experience.
Key Responsibilities:
- Manage a team of 8 to 10 Sales Managers working closely with ICICI Bank for Acquisition of 3in1 accounts.
- Guide and motivate the sales managers and the agents on activities to be done to get the sales and review their performance on a daily basis.
- Engage with centre managers of I-direct canters, branch managers of ICICI Bank, other ICICI Bank teams like salary account team& Investment services team for local promotion activities and potential cross sell opportunities for selling ICIC I-direct accounts.
- Participate with ICICI bank teams during corporate inductions, camps and activities planned across various corporates.
- Working on capability building on ICICI direct platform through training & workshops.
- Ensure handholding & onboarding of the customers on the ICICI direct platform post account opening.
- Customer first approach to ensure resolution of queries which corporates /employees have with regards to ICICI 3in1 account.
- Interact with HR Managers, admin managers of various corporates to acquire new customers.
Qualification & Experience:
- Graduate/Postgraduate from a recognized university.
- 5–8 years of experience in Sales, Business Development, Banking, Financial Services, Wealth Management, or Broking.
Skills and experience:
- Strong knowledge of investment products, Demat & Trading accounts, and financial markets will be an added advantage.
- Excellent leadership, stakeholder management, communication, and relationship-building skills.
- Proven ability to achieve business targets and drive team performance.
